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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: As a follow up to Connie’s question this morning on cyclical holdings. I find myself with the same risk tolerance and time horizon as specified in the question.

I am extremely underweight the sector, if I am correct In assuming that cyclicals are comprised of materials and energy.

In accordance with your advice, I would like to increase my exposure to these sectors. Ideally 5 positions with 2% weightings, each. What are your highest conviction names currently? I already have a 2% holding in AEM.

Thank you.
Read Answer Asked by Karim on July 29, 2025
Q: What are your thoughts on QQC and CHPS etfs ? Are there other comparable etfs that you prefer ?
Read Answer Asked by Thomas on July 29, 2025
Q: I currently have 25% of my unregistered investment portfolio in PSA and HSAV. While the rest of my portfolio is well-diversified, I've noticed that the returns / interest from PSA and HSAV, (after accounting for taxes,) aren't keeping pace with inflation. I'm looking for strategies or alternative investment ideas to address this and improve my portfolio's ability to beat inflation.
The money in these funds are not needed in the foreseeable future but serves as sleep at night factor.
(TSFA's and RRSP's are fully funded)
Any ETF ideas would be much appreciated
Read Answer Asked by Gord on July 29, 2025
Q: I understand it is impossible to predict, but do YOU feel it’s wiser holding cash at these All time highs? Wait for a drop and pounce? Or buy at these numbers as All time highs indicate excellent businesses, assuming a long term hold.

I am about 25% cash. Too much in this market ? Thanks
Read Answer Asked by Nick on July 29, 2025
Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on July 29, 2025
Q: Hi Peter…According to the Globe the US Treasury will borrow 1Trillion in the 3rd Quarter. Sounds like Trump has given up lifting the governments couch’s seat cushions to fund the deficit. I doubt the Federal Reserve will be able to do much to solve this problem. Seems to be good for gold miners even though they all took it on the chin today. Do you agree?

Jim
Read Answer Asked by James on July 29, 2025
Q: I feel like I ask this question every few months, and suspect that it is a hard one to know with confidence- but here goes. The Trade Desk- it bounces up and down, recently with a drop over 50%. Does this look like a reliable bet going forward? Do you trust its momentum to continue near term? Is there an alternative you would recommend?

Thank you.
Read Answer Asked by Peter on July 28, 2025
Q: say for example you have a million dollar portfolio, 800K in your RRSP and 200K in your TFSA. You want to hold 10 stocks total so 100K each, does that mean you would only hold 2 in your TFSA?
Read Answer Asked by Rob on July 28, 2025
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