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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: . It will be paying a $1.00 per share special dividend in October. This is in addition to the regular quarterly dividend of $0.10 per share which will continue to be paid. After paying the special dividend, I estimate that Orca will still have about $6.00 CAD per share in cash. Can you confirm if the understanding of cash they hold is correct and also update any thoughts on the stock.

Thank you
Read Answer Asked by Gary on September 25, 2025
Q: Good morning,

HHL is a core holding for me, and has been for some time, mainly for income (~10% yield).

I understand the pros/cons of covered call strategies. But given that this ETF is equally balanced with the largest 20 health care companies in the US, I am generally comfortable with it as a holding.

My question is this - what is your macro view of large-cap US health care stocks right now? On the one hand I get excited about the sector when factoring longer-term AI and how this will impact the space. And then I easily get caught up in the headlines that we are all seeing right now from the current administration, and the generally negative impact this is having on the individual stocks in HHL.

Curious for your views on the sector.

Thanks as always.
Read Answer Asked by Trevor on September 25, 2025
Q: Good morning.

In an attempt to diversify my stock holdings across different sectors of the economy I was having difficulty in determining to which sector TRI belongs. I’ve seen it referred to as a technology company, a finance company and an industrial company. If you had a gun to your head (please pardon the figure of speech) and had to choose a sector to which TRI belongs which one would you choose?

Many thanks.
Read Answer Asked by John on September 25, 2025
Q: I am happily overweight both GOOG and NBIS (just over 8% each). For obvious reasons, I am loathe to reduce my holdings of either of these multi-baggers. If this were your portfolio, how large a holding of each would you be comfortable with? On a related note, please compare the risk/reward profile of both GOOG and NBIS to PNG and comment on the advisability of using potential proceeds from a partial sale of either to purchase a half position in this small Canadian stock. Thank you.
Read Answer Asked by Maureen on September 25, 2025
Q: Aura has announced that they are delisting from the tsx this week. i have owned the stock since 9.91 and sold half at $20 so i feel good about the stock but am unsure how to handle the delisting. What choices do i have and what happens if i do nothing? i don't really want to own the US version, so would probably look for the next best Canadian gold stock to move the money to. Any thoughts? Thank You for all you do! Long time listener and reader, never needed to ask a question in the past!
Regards...Gord :-)
Read Answer Asked by gord on September 25, 2025
Q: Thanks for the blog link on CSU. My focus is on LMN.

Can Leonrad's comments be directly translated to LMN's outlook as well? Do you see any differences in potential risk for LMN ? Do you have any experience in this type of investment uncertainty where a floor is eventually established on stock price when it simply becomes too hard to resist (I acknowledge this one is a bit of a predictive question ! ).
Read Answer Asked by James on September 25, 2025
Q: How would you rate these 4, particularly in terms of growth potential?10 yr hold.
Thanks.
Read Answer Asked by Chris on September 25, 2025
Q: Dear Peter et al:

Many thanks for answering my question on Gold . Much appreciated.

This is along the same lines about Silver. I reviewed Q&A on Gold/Silver sub topic and I see that Christopher on September 03 2025 had asked this same question and . This is a follow up question to clarify simple things.

At this stage of the cycle, Gold Vs Silver ratio, would you prefer physical Silver(PSLV/SVR) or stocks?

Are the stocks that you picked for Christopher on that day, is it in the order of your preference/importance?

Thank you.
Read Answer Asked by Savalai on September 25, 2025
Q: if I currently own equal amounts of BN and BNT. for additional purchases why would I buy BNT? the prices for each company are virtually identical for example . I compared the price for both companies for 1 month 3 month 6 month YTD and one year and within pennies the price for both companies is the same. I look forward to your answer. thanks Richard
Read Answer Asked by richard on September 25, 2025
Q: MSTY is getting close to its 52 week low and of course showing a massive yield. What’s your assessment of the risk reward at this level?

How much if at all has the monthly dividend changed since the beginning?

Can you explain the WHY behind the consistent decline in share value?

Is it Saylor’s intention for this to be a long term stock or is this some kind of borderline legal Ponzi scheme.

Given this is still early days (presumably) for BTC I would hope he is thinking long term in terms of ensuring his credibility and that of bitcoin.
Read Answer Asked by Donald on September 25, 2025