Investment Q&A

Q: Stantec and WSP seem to be consolidating at recent levels - are these "growthy" enough for a TFSA and if not, do you have alternatives in the Industrial space either in Canada or the US? Thanks!

Q: Has been lacklustre for a bit. What would you currently rank high-low as the top 5 small calls on CDN and US exchanges?

Q: What's happening with Kraken? It drops every day now. Was the big run up all for getting top price for raising money to make their purchase? What do you see for Kraken over the next 6 to 12months? How do you think the stock will perform over this period? What catalysts will make it move? Finally, are you still bullish on it?

Q: Can a bull market continue with poor breadth? It seems like only things related to AI are going up. When you examine the current market, do you feel it is healthy or is the fact that everyone is piling into semiconductors, memory etc.. creating risk and an unhealthy market? Thank you!

Q: Perhaps you guys can clarify. Got your email about the benchmark beaters and clicked through to the long list.

At the bottom of the list it said "if you want to know which of these, etc etc". Please subscribe.


How do I find out your secret list of stocks you would actually buy?

Thanks


Sheldon

Q: Hi,
Could you offer your thoughts on recent earnings and whether or you would be keen to own either of these stocks today. If there are other, more growth oriented options, I'd like to hear your suggestions. Either US or Canadian for a TFSA or RIF account.
Thanks - your advice is always much appreciated.
D

Q: Hi Team,
I have seen discussion on Mda earnings yet, what’s your take? Also Atz just reported and looking for your analysis there as well. Thanks

Shane

Q: For international exposure in my portfolio - what would you consider the best ETF's for this. I presently own VEU (at around 10% of the portfolio) as I already have about 35% of portfolio in the US. Are there better options to get international exposure? What percentage of international exposure outside the US would be a good target?
Thanks for all your insights.

Q: Your thoughts please on the Surge quarter?

Thx

Q: My international holdings (ex-US) currently include positions in Germany, broader Europe, and Japan. I am specifically considering initiating or adding to positions in China-focused ETFs, such as MCHI (MSCI China), FXI (FTSE China 50), and KWEB (China Internet).
I would appreciate your perspective on the following:
- Geopolitical Stability: Given what appears to be a more predictable and stable global posture from China relative to the current erratic US Administration , do you view Chinese equities as a viable "hedge" or a diversifying force against U.S. domestic policy risk?
- Trump is to meet Xi in Beijing May 14-15. Given the erratic nature of relations, is it more prudent to initiate positions now while valuations are compressed—particularly in KWEB, which remains down ~17% YTD—or wait for clarity following the meeting?
- ETF Selection: Between the broad exposure of MCHI, the large-cap/SOE focus of FXI, and the tech-heavy KWEB, which vehicle do you prefer for a 12-to-24 month horizon? Furthermore, are there other US-listed China ETFs (e.g., ASHR for A-shares) that you believe offer better risk-adjusted exposure? :ao:

Q: I request an update on my previous inquiry from January 28 regarding Abbott Laboratories (ABT). Following your previous comments, I maintained my position; however, the stock has since declined significantly—falling from ~$106 to the mid-$80s, an 18-20% drop in just three months.
I am becoming increasingly unclear as to what exactly ails this company. While management points to the long-term potential of the Exact Sciences acquisition and new product launches like Volt PFA, the market’s reaction suggests deep skepticism. Specifically, I am concerned about:
- Operational Execution: The recent Class I recall of the Libre 3 sensors and the cautious 2026 guidance revision (citing dilution and nutrition segment weakness) have made me dubious about current management’s ability to navigate these complexities.
- Regulatory & Policy Risk: I have growing concerns regarding erratic and unclear US government policies impacting the medical device industry. How much of this "policy noise" is structural versus temporary (if anyone can tell) ?
- Analyst Sentiment vs. Price Action: Despite the price collapse, the analyst community seems to remain largely "Buy" rated with high price targets. Given the clear "thesis/technical divergence," is this a case of analysts being behind the curve, or is the stock genuinely oversold?
I am no longer keen on redeploying capital into the same sector. Given these factors, would you continue to ride out this volatility for the remainder of 2026, or has the fundamental story deteriorated enough to warrant an exit? (held in tax-deferred account)
I look forward to your insights and updated perspective. :ao:

Q: I have owned both these stocks for a very long time: 1500 shs BCE and T 3000 shs. Should I hold onto them or sell out of telco? Buy one of the other telcos for buy in another sector with better upside and a dividend grower?

Q: Thoughts on their most recent results?

Q: hi,
I just used free google "AI" thing, asking it about Canadian mid/large cap stocks performance post a significant (25%or more) dividend cut, from one day post to one year post. Google says average decrease up to 8-15% in the first 3 months, but overall in the positive 5-8 % by one years time. with this in mind, do you feel Telus is a good stock to pick up ( around10-15%) below the immediately pre-dividend cut price? ie does Telus become a better investment overall after a dividend cut? or is the ship still sinking?
cheers, Chris

Q: Hi Guys

Any idea why Intuitive Surgical is down 5% today?

Thanks

Stuart

Q: I seek your comments and perspective on iShares U.S. Medical Devices ETF - IHI. I have held IHI in a taxable account for a decade and have a taxable gain. However, it is now five years that the ETF has experienced significant stagnation. Total return over five years is negative. I am familiar with the products and services of major holdings such as Abbott Laboratories (ABT), Thermo Fisher Scientific (TMO), and Medtronic (MDT). But these companies have faced considerable headwinds, leading to consistent underperformance relative to the broader healthcare sector and the S&P 500.
I am weighing an exit against the following factors:
- Fundamental Quality: The underlying companies seem to possess moats and, theoretically, remain excellent businesses. Your thoughts?
- Macro Tailwinds: Worldwide demographic shifts and an aging population seem to provide a long-term structural advantage for the medical device industry. Your opinion?
- Timing: I am concerned about cashing out just before recovery or "take-off" for high-quality names held in the ETF. ( I seem skilled in selling only to see shares increase in valuations by 25% or more).
Given the current technical and fundamental landscape, in your opinion, is a holding period of 12 to 18 months likely to reward continued patience? Does the "thesis/technical divergence" we’ve seen in these large-cap medical device names suggest a turnaround is imminent, or is the opportunity cost of holding IHI still too high compared to other growth or value catalysts in the market?
I look forward to your insights on whether the narrative justifies remaining patient with this ETF.
:ao:

Q: I need to move most of my investment funds to high yielding stocks or funds. I am thinking in terms of managed ETF’s that pay elevated dividends, I also know they generate these via covered calls.

I already own JEPQ and previously JEPI. I would appreciate a list of 10 similar investments (if you can find that many) that have solid game plans and management to continue to deliver the same level of dividend for the next 3 - 5 years.

Thanks.

Q: Hello 5i,

We had set a target of 7,280 for the S&P to begin shuffling to a more defensive portfolio. We delayed the change as we wait for a response from Iran as there may be a small hypercycle for a couple days.

IF there is an agreement, which sectors may increase the most and other than oil is there any other sectors who may be negatively affected. We thought that fertilizer and metals may decrease with oil price declines.

Do you have a few specific stocks or etf's that could be vaulted with an agreement.

Thank you
D&J

Q: Just out of curiosity, is there a genuine long-term business story behind PesoRama Inc.? I realize the company is still in a very early stage, but is there real strategic thinking and operational potential behind it, or is this more of a speculative concept story?

More specifically, does Rahim Bhaloo strike you as someone with the business acumen and execution ability to eventually build this into a serious retail growth story? Every successful company starts somewhere, and I’m curious whether analysts see something tangible developing here — in terms of management quality, scalability, and retail economics — or whether it remains mostly aspirational at this point.

Q: Production is a few years away but is this a golden opportunity to get in on the ground floor of a successful salt producer which was in short supply this past winter?