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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: Hello,
For international exposure, I was thinking of buying equal amounts of Vanguard VEQT, and Bmo ZDI or should i diversify and buy equal amounts of the two plus the Manulife IDIV-B international dividend etf . These 2 or 3 three (based on your view) would be in addition to the US ETF , VUN on toronto and XIU on toronto ..Your comments would be appreciated .
Read Answer Asked by umedali on February 17, 2026
Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?
Read Answer Asked by Andrew on February 17, 2026
Q: You guys must be getting annoyed with all the questions on these companies, but I will press my luck with one more from a slightly different angle. I own them and I am trying to determine how low they go if earnings and commentary show any kind of slowdown. I am trying to better understand the risk/reward in continuing to hold versus just stepping aside until there is a clear reversal in trend. I am thinking that if there is no growth or a reduction in sales and earnings these could still fall much further, and I am hoping for your thoughts on how much.
Thanks
Read Answer Asked by Robert on February 13, 2026
Q: For those interested in other HALO perspectives - the above podcast (Josh Brown-CNBC/Ritholtz) released a HALO episode earlier in the week.
Read Answer Asked by Brant on February 13, 2026
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
Read Answer Asked by simon on February 13, 2026
Q: Please rank these independant power producers for a new buy and provide any other suggestion you may have. Thank you.
Read Answer Asked by Ken on February 13, 2026
Q: Please let me know your thoughts on the following companies:
- BWXT
- SMR
- OKLO
- CCJ

- I understand the Ontario Government is using BWXT for certain projects...

Please rate the companies as a Must Own(1) to a Don't Bother(5)

- Also Please Suggest Alternatives in the Space...

Thanks,
M
Read Answer Asked by michael on February 13, 2026
Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.
Read Answer Asked by John on February 13, 2026
Q: You've mentioned a few times that TVK has higher debt levels. Generally I would take a pass on high debt but did buy some a while back and have done okay. Is there reason to be concerned by the level of debt today? Under what scenarios would it be a problem, and what are your thoughts on the likelihood of those scenarios?

Thanks.
Read Answer Asked by Alan on February 13, 2026
Q: I have around 35% cash to deploy in my TFSA, with a long term time frame in mind. I currently have positions in XIC (16%) and VFV (10%). Looking to add and diversify with another 2-3 ETF's. Could you list a few suggestions?
Read Answer Asked by Kolin on February 13, 2026
Q: In your answer to Brad this morning you mention Ben Watsa managing " a successful India focused fund with strong returns " ..... Doing some research I find the symbols MCL 400 and 0P0001TWBV.TO ..... Neither of which gets any response when I search for it in my TD Waterhouse RRIF account.... First where can I research the company ? And should I desire how do I buy it ?..... And if I do buy it how do I track it's movement in a place it doesn't appear to exist ? .....Thanks for you terrific service .....
Read Answer Asked by Garth on February 13, 2026
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