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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 is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?
Read Answer Asked by Theodore on September 17, 2025
Q: Hi team,
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?

Thanks
Shane
Read Answer Asked by Shane on September 17, 2025
Q: Hi Peter, I have a TFSA portfolio with 15 stocks in it and was thinking of adding TRI to the list. In order to do this I would have to sell 10 shares of my RY and 7 shares of my CM which together generate a 78.60 dividend a year. The new position in TRI would probably be around 10 shares and a 1% weighting in the portfolio giving me a divided of 23.60 a year. Is losing the difference in dividends of 55.00 worth adding TRI, does doing this make sense in the long run. Thanks
Read Answer Asked by Nick on September 17, 2025
Q: Hello Team,
Could I have your top two Canadian utility names please.
Many thanks!
Read Answer Asked by Issaku on September 17, 2025
Q: Hello Peter
Our PM plans to build a nuclear reactor in Ontario
I have a small position in CCO, has done well,
like to slowly accumulate
what is a good entry price for CCO ? Sept/Oct usually has volatility
in the stock market, I am patient,
thanks; also could suggest an ETF for Uranium stocks to follow for
my education
many thanks
Michael
Read Answer Asked by Michael on September 17, 2025
Q: In response to Peter's question today: "If I have CDRs for US companies, do I still pay US withholding tax?" you answered "Yes, outside a RRSP". I understand this withholding tax applies only to dividends?
Read Answer Asked by Dennis on September 17, 2025
Q: how much has the TSX gained year to date and what 2-3 sectors are the reason for the movement. TIA
Read Answer Asked by Brenda on September 17, 2025
Q: Some of the higher risk, more speculative names you've expressed as being interesting have very high short interest:

TMDX: 42%
SOUN: 33%
WULF: 31%

How much would this impact your investment making decision and are there any extra considerations you take into account?
Read Answer Asked by Adam on September 17, 2025
Q: If I have CDRs for US companies, do I still pay US withholding tax?
Read Answer Asked by Peter on September 17, 2025
Q: My stock allocation for Canada and US combined is close to 90 per cent.
I’m very pleased with my portfolio growth and I have your team to thank for the advice and suggestions. In my portfolio analysis, your suggestion is for me to have 30 per cent allocated to international stocks. Since the vast majority of your advice and reports pertain to Canadian and to a lesser extent American stocks, how do I gain the expertise and suggestions having to do with international investing? Is it really a concern or can I accomplish steady growth without the full 30 percent international diversification? Thanks
Read Answer Asked by Dennis on September 17, 2025
Q: It’s time for me to rebalance my stock portfolio. What I usually do is figure the percentage that’s in each sector and I include the preferred shares in the sectors. Does it make sense to do this? Maybe preferreds should be part of the fixed income. Your thoughts on this is appreciated.
Read Answer Asked by Mark on September 17, 2025
Q: At current prices, how would you rank these companies for buying?
Read Answer Asked by Madhur on September 17, 2025
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