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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Even though copper has sold off, I still think it is going to be needed for data centres etc. I would like your opinion and some stock suggestions to purchase now after the pullback.

Thanks Dave
Read Answer Asked by David on March 30, 2026
Q: Everyone, If you were teaching someone about investing, what are the three most important things you would want them to learn? Clayton
Read Answer Asked by Clayton on March 30, 2026
Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard
Read Answer Asked by richard on March 30, 2026
Q: Is satellite internet going to disrupt land based cell providers? I wonder if both the telecoms and the reits who own the towers are at risk.
Read Answer Asked by Peter on March 30, 2026
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.
Read Answer Asked by sam on March 30, 2026
Q: I own these in my RRIF for income purposes countered with some leverage for growth. What are some other Canadian issued high yield ( greater than 10% ) having 1.25 x leverage ETF ‘s ? Any sector will do , Canadian or American companies. Any you recommend or stay away from ? Thanks..Derek.
Read Answer Asked by Derek on March 30, 2026
Q: I’ve been putting some money into oil and gas stocks and energy service names over the last couple of weeks. That was a timely blog post on EFX yesterday, and my question relates to that company and PSI. Given the current elevated oil price environment, do you have a preference between the two (this question bakes in an assumption that you still like PSI, given that it’s in the portfolio, but correct me otherwise), or do you view them as complementary enough that owning both would be appropriate? If you do favour one over the other, please explain why.
Read Answer Asked by Brendan on March 30, 2026
Q: Hi. I asked this question yesterday but I don't think it went through.

I saw an interview with Prof. Janice Stein and Rudyard Kipling from the Munk School. Ms. Stein seems convinced that there is going to be significant supply shocks and oil at $175/barrel as a result of the war with Iran. If this is true, what stocks/sectors from your model portfolios are the best to hold and the best to stay on the sidelines until this mess is resolved?
Read Answer Asked by Ian on March 30, 2026
Q: The FTC today warned visa and three others about denying customer access to financial services due t political or religious reasons. Is this why visa dropped 10.5 dollars so far today? If not, why is the stock doing so poorly? Is this FTC warning a real concern for Visa?
Read Answer Asked by arnold on March 30, 2026
Q: a member asked your about hmax which you seemed ok with,but warned about putting all your money in one yield ETF. So my question is what other yield Canadian ETFs would you recommend along with hmax. dave
Read Answer Asked by david on March 30, 2026
Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.
Read Answer Asked by Frank on March 30, 2026
Q: In response to a recent question on companies worth considering, 5i suggested ATD, CSU and CNR. I have 'some basic understanding' of ATD's and CNR's business, strengths, and financials. Just now taking an initial look at CSU, and wondering, how does a company with a P/E ratio (using 2025 EPS) of roughly 100, more debt than equity, and a negligible dividend rate so highly in today's uncertain environment?
Read Answer Asked by Edward on March 30, 2026