Investment Q&A

Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.

Would you take it one step further for us.

Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.

Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.

With thanks from all of us.


Sheldon

Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves

Q: Thoughts on the quarter please?

Thx

Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.

Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.

Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.

Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Q: Canada and China have reportedly reached a tariff-related trade understanding, what stocks will you suggest to buy?

Q: Being an 80myear old income dividend invester and needing to take a position having no material sector amounts, I am looking at CHE.UN and NTR. Please suggest an opinion on which to choose or should I just take a position in both? Alternate suggestions would also be considered in the material sector.
Thank you
Stanley

Q: Anything popping NTR Weds.?

Thx

Q: Retired, dividend-income investor with a balanced portfolio (in my opinion anyway). I have a small Materials sector weight of approximately 5%....half of which is in Nutrien and the balance is held within CDZ, ZLB, ZWC and RBF646. The non-NTR materials holdings are heavier in the gold, etc. stocks.

I am interested in, if possible, a one-stop-shop ETF that focuses on materials like gold, silver, copper, rare-earths....those that have, obviously, already had a good run but are believed to have more runway to go. I have looked through both the BMO and iShares ETFs and have not found anything suitable.

Do you have any ideas for a few ETFs that I could further research?

Thanks for your help, much appreciated....Steve

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.

Q: Don't have any mineral related stocks in my portfolios. Suggestions for mid to long term hold.

Q: These stocks are held in my wife's RRIF - just turned 71 - start withdrawing 2026. QSR, NTR ,GSY & GRT.UN small positions. GSY added this year. Thinking of selling GRT.UN - stock has not done much & very small dividend increaser, QSR (500 shs) small position - not big dividend grower - thinking of selling, NTR held fora while - up a fair bit 44%, 500 shs - sell? Comments if you agree with my analysis and if so, what should buy or add to this account?

Q: Retired, long term holder of Nutrien in both TFSA and RRIF accounts. All in, it has been a pretty good year for NTR....up roughly 25-30%.

Your thoughts on NTR's prospects over the next year or so, in general? Please include your thoughts on the Jansen mine coming on line...and your thoughts on the latest USA tariff threats?

As NTR is fairly cyclical, my plan was to consider trimming or sell all of NTR when it reached into the $90-100 range.

Thanks for your insight....Steve

Q: I was wondering why you keep those 2 companies in your equity model portfolio. They have been at approximately the same value for the last few years.

Q: In my TFSA the following companies are all in the red: ATS, DRX, KSI, LUCA, NTR, PSI, PXT. Can you suggest which ones are likely to recover in the next year or two, and which ones I could sell as laggards and reinvest the money in something "growtier". Thank you.

Q: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.