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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: How are these ETF's created, and do they degrade as would a leverage ETF such as TQQQ? What would you suggest to be an equivalent on the Canadian markets?
Read Answer Asked by Edgar on December 17, 2025
Q: I have taken advantage of tax loss selling and have sold all my Canadian telecommunication stocks. At this time I don't feel any pressure to buy them back after 30 days. However, I would like to have exposure to the telecommunications sector for diversity and for the dividend. Could you recommend some non-Canadian alternatives for a long term hold? Many thanks!!! All the best for the holidays!!!
Read Answer Asked by Sean on December 17, 2025
Q: Hey everyone, I’m developing a Canadian portfolio with XEI as the core. XEI is heavy into energy and financials so as part of my core it will only be 40 to 50 percent of the entire Canadian portfolio. If you could help me by picking stocks from your three portfolios to round out the portfolio it would be greatly appreciated! It really doesn’t matter how many stocks you pick as it’s $10 a trade and will be in the portfolio for a long time (hopefully). The only consideration is that it pays a dividend.
Read Answer Asked by Mark on December 17, 2025
Q: I am changing providers for my RRIF. My understanding is that the process takes roughly a month, during which time thre account is frozen. I am presently about 65/35 equity to fixed income. Would it be wise to make my portfolio more conservative during this period. Conserving capital would be my main concern
Read Answer Asked by Tom on December 17, 2025
Q: Follow up on a recent question on FCCM and WXM. FCCM has the lower MER. Other differences I see in a simple comparison from my online broker: FCCM is large cap while WXM is mid cap. 5 year returns for WXM is higher, but 3 year, 1 year, and less favor FCCM. Dividend from FCCM is 0.64% paid annually and WXM is 1.26% paid quarterly.

I own WXM in my TFSA (up 55%) along with a selection of stocks from your portfolios. I also own VMO in another account.

How do you view these investment style ETFs (growth, dividend, value, momentum) vs geographic ETFs vs sector ETFs vs others for DIY investors trying to diversify within an account?
Read Answer Asked by Matthew on December 16, 2025
Q: Telus just announced *approval* for an NCIB. How does this affect the thinking on possibility of a dividend cut?

If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)
Read Answer Asked by Peter on December 16, 2025
Q: A few questions please on Rogers.

Capex:
What direction does 5i see for Capex spending at Rogers over the next say three years? In addition to paying for the remaining 25% of MLSE, will upgrading their cable segment (or some other business need) require large investment and limit debt reduction?

Monetizing their sports assets:
It all sounds great but .... what risks does 5i see to individual Rogers investors, and how serious does 5i feel those risks are, from the controlling Rogers family negotiating a monetization that benefits only them?

Thank you

Edward
Read Answer Asked by Edward on December 16, 2025
Q: Good morning,

SE's downward trend continues and I'm contemplating a sell. I noticed that 5i has not had any questions on it since late October and I'm wondering about your current thoughts. If I choose to replace it, can you give me any three high conviction stock ideas that you feel may have strong momentum or bounce potential from current prices (any sector). Thank you. Brad
Read Answer Asked by Bradley on December 16, 2025
Q: Assuming APM stays at $10.15, ARIS stays at $ 21.6, GMIN stays at $40.39, LUG stays at $111.4. Which has the most upside potential ? Please rank them and provide the entry price. Thanks for your excellent service.
Read Answer Asked by Lai Kuen on December 16, 2025
Q: I have 26 positions in a combination of your growth and balanced funds and have liquidity to add 3 or 4 new positions or add on's to what I have. Without listing my positions, is it fair to ask you for your 'fav' 5 or 6 undervalued equities that I could add while there is tax loss selling?
Grazi,
Read Answer Asked by Claus on December 16, 2025
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