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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: My question is about creating our RRIF portfolios.
Question 1: Country Allocation given US policy to depreciate USD, would you advise to OW CAD, 50-65% CAD allocation, 25-30% US and 10-20 ex NA [including EM]? What would you advise re allocation
Question 2: Please populate stocks and ETFs, with suggested target return that you consider achievable.
If you would, please suggest a few stocks that could give a boost to return in replacement of others.
Much obliged. I have 53 credits so this is important to me and prepared to use as many as you deem appropriate. Thank you.
Read Answer Asked by sam on July 16, 2025
Q: Good Morning,

Yesterday you responded to Mark on SBET. This stock has been nothing short or a rocket ship.

It is up 70% in the past week, 120% in the past month and 950% in the past 3 months.

I'm not quite sure how to ask the question, but how/when/why/ would you buy given the very recent performance mentioned above?

Sheldon
Read Answer Asked by Sheldon on July 16, 2025
Q: Could you tell me what’s the cost or fees when you buy a CDR and are their variables on the fees such as possibly how long you hold the stock or total cost…Thanks
Read Answer Asked by Greg on July 16, 2025
Q: Is it too late to join the party or is it just getting started? I am encouraged by the fact that MP owns the only vertically integrated rare-earth mining and processing site in the US, has the backing of the US gov't and seems to therefore have a monopoly outside of China. But I have no idea whether it's too expensive now. Thanks,

Jason
Read Answer Asked by Jason on July 16, 2025
Q: I am trying to understand what I actually own with an ETF. My understanding is that I do not own the actual assets that it tracks but that there is a "fund" created to track the underlying assets that the fund provider does own separately in a much smaller quantity. So it seems that the "fund" may be infinitely expandable since it is not actually comprised of stocks. I am uneasy about things that resemble derivatives so wondered if you could explain more about how this works with index tracking etf's. Mainly, how is my investment secure if I don't actually own anything tangible? Thanks
Read Answer Asked by Maria on July 16, 2025
Q: For a conservative investor, given the volatility expectations for the next few years, would you replace JEPI in the RRSP account with FT Vest Laddered Buffer ETF (BUFR)? As this is RRSP, only the total return (as opposed to income) matters. It appears that BUFR has outperformed JEPI in both bull and bear markets, and JEPI only outperforms when we have non-trending markets with low volatility. Your thoughts?
Read Answer Asked by Paul on July 16, 2025
Q: The recent big and beautiful bill passed in the US planned to increase dividend taxes for Canadians. Is that still in place?
Read Answer Asked by hal on July 16, 2025
Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks

ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders
Read Answer Asked by Terence on July 16, 2025
Q: What are your thoughts on IBKR as it's stock price seems to be breaking out and over 1/2 its business is retail investors.

Hood has done "tremendous" as of late, do you think IBKR could be next to outperform?

thnx

Dave
Read Answer Asked by David on July 16, 2025
Q: I'd like to either start a 4% position in TRI or bring the other 4 positions up closer to 5%. Also I could just start a smaller position in TRI and bring the others up a bit, distributing funds across the names. If you could rank order these names, it might help me decide. As is, now MSFT and AMZN are quite small positions. Would any be affected by Tariffs? Just not sure how bullish you are on TRI vs the others. Thank you very much for continued great investment analysis.
Read Answer Asked by Gordon on July 16, 2025
Q: How significant is for BEP the recent contract it signed with Alphabet? The Market seams to like it with a +7% increase in the stock price but is it warranted?
Read Answer Asked by André on July 15, 2025
Q: Hi, I'm thinking of initiating a position in one of these. Thinking of three plus years and the highest growth. How would you rank these in order, and please give a good entry/price. Please note that I just submitted a question but forgot to include DOL and GIB.A. Thank you.
Read Answer Asked by GeeMac on July 15, 2025
Q: Well happy days for all chip companies. With the recent about face and being able to sell "lower" end chips again to the Chinese market how do you see this playing out for these 2 companies and others? With NVDA hitting a 4trillion value without being able to sell in this market where could their valuation go from here in your opinion?
What percentage of the Chinese market did they have prior to the embargo that has now been lifted?

Thanks
Read Answer Asked by Kolbi on July 15, 2025
Q: Everyone, as an example Brookfield has a number of companies under management. I assume CSU will be doing the same. How many companies under the same umbrella should you have. BAM and CSU are great companies with superior management but when is enough enough? Clayton
Read Answer Asked by Clayton on July 15, 2025
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