skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: I hold all three in an RESP that has to be wrapped up in 2026 so will be making larger than usual withdrawals. In what order would you sell and would you buyback in other accounts.
Read Answer Asked by Brendon on October 29, 2025
Q: Which ones would you add to today?
Read Answer Asked by Carol on October 21, 2025
Q: Hi,
I have too many small positions with a 1% holding in the stocks listed above. I would like to sell one and increase the holdings of the other 2 stocks. Which one would you sell? No tax implications and want to keep which ever you think has the best outlook going forward.
Thanks
Kerri
Read Answer Asked by KERRI on October 17, 2025
Q: Good Day,

With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?

It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?

Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?

No need for megacap names, I'm well represented there.

Thanks!

James
Read Answer Asked by James on October 16, 2025
Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Read Answer Asked by Kevin on September 29, 2025
Q: Hello 5i

HPS seems to be in the doldrums and not sure they will recover. I'm thinking of selling full position in HPS and take half position in each of PNG and ZDC. (Both of which I don't currently own)

I have all of them as growth stocks so what's your opinion on this trade idea?

Thanks
Ken
Read Answer Asked by Kenneth on September 26, 2025
Q: Good Morning

I would like to consolidate my positions in HPS.A and TFII
Option 1 sell TFII and add to HPS.A
Option 2 sell HPS.A and add to TFII
My choice is option 1
What would be your recommendation
Thks for all you do
Marcel

Read Answer Asked by Marcel on September 24, 2025
Q: Hi, will soon be making two additions to my TFSA. For long term growth, which of these would you choose, and at what buy price? Thanks for your excellent service!
Read Answer Asked by Lavern on August 29, 2025
Q: Some of my favourite smaller cap stocks. Would appreciate a ranking on 2 fronts. First, please rank from 1 to 12 for the upside potential for the stock price over the next 5 years. Second, please rank from 1 to 12 the downside risk for the stock price over the same time frame. Understood that all are higher than average risk. ATZ, BRM, CPH, GRID, HPS.A, KSI, MDA, PNG, PRL, TGH, VHI, ZDC
Read Answer Asked by Dan on August 15, 2025
Q: Good Afternoon
Historically Hammond has been a good performer but not so much in the past 12 months. I know you continued to like the name but can you explain the stock based compensation and who gets what? There is a pattern developing where this stock gets clipped because of SBC. Will this be a negative going forward or will it level out eventually and not have such an impact on the Share Price.
Thank you for your great service as always
Marty
Read Answer Asked by Marty on July 30, 2025