Investment Q&A

Q: We have had two great years of returns and many sectors like Tech, Financials, Materials.. have done really well. I have done some rebalancing heading into year end and am at about 65 % Equity and 35% Fixed Income/Cash. My top 5 holdings are BN, GOOG, MSFT, AMZN, RY.

I am confident (hopeful) that I am well positioned to weather any inevitable drawdown or pullback.

What sectors do you see that could perform well in 2026?

Many Small/Mid Cap stocks have suffered in late 2026 (PRL, GSY, LMN, NBIS, TOI, others) Do you see the Small/Mid cap space as an area to deploy cash in early 2026?

Is there an area of the market that could surprise in 2026?

Please deduct appropriately.

Thank you for your continued support and guidance and have a great Holiday Season!!

Tim

Q: Peter; How does one check out the short position in silver on the CME ? Is it something you watch? Thanks.

Rod

Q: What if anything is to be made of the recent Zug, Switzerland-based Pala Asset Limited investment/collaboration agreement with Sherrit?

Q: There is no urgency to this request. What are my options to purchase Canadian producers of iron ore and steel? I may buy a partial in LIF but I am more interested in growth than income. I have recently taken a small position in RIO.

Thank you,

Mike

Q: Good morning if you had to own one of these in a long term RRSP which would you side with and why?

Thanks

Q: I'm OK waiting for my answer to this question into Jan 2026, I had some time now so wanted to pen my question.

Every year I do a year end review of my portfolio's, one thing I look at is weightings. A couple years ago I asked 5i a weighting related Q wrt Brookfield. I had BN, BAM, BEP and BIP I had roughly 4% weighting in each, 16% total Brookfield exposure. This same question has been asked by other 5i members and you have been pretty consistent with your advice. I wanted to know if it was OK being a splitter vs a lumper, ie, I have 4 stocks at 4% weighting, you were comfortable with that but did caution about much more wrt 16%.

So, here I am, asking myself a similar kind of question with a different twist. Alphabet now makes up +/-16% of my portfolio weighting. 16% weighting in a single stock is likely too much, I get that. The twist I referenced is looking at Alphabet in terms of the various business lines. Search (advertising), You Tube, Chrome, Data Centers, Waymo, various Ai elements - Gemini, TPU's etc, Pixel, Android etc. Yes, I have 16% of my portfolio in Alphabet, but I'm wondering if it's OK to look at it as 6 significant lines of business at 16% weighting. In this scenario, I'd have 2.5% to 3% weighting per business line making it more palatable.

I'm interested in your thoughts

Q: Good evening!
You mentioned this new company as 'small' in a previous comment, but they now appear as part of the TSX 60, notably number 2 on the list in dividend returns (to Telus). How can this be small and make that list?
Also, can you tell me what their payout ratio would be, referencing cash flow of course, not 'official' earnings.
As well, I asked another question about a week ago referencing which stocks to move into a TFSA from RIF. Did you receive that question?
Thanks!
Paul

Q: Can you please rank your top 3 stocks in the US Energy sector? Or should I just buy the XLE?

Q: I am trying to understand the economy, stock market of 2025. Maybe there is no rational explanation, but how does one explain why
A. amongst canadian banks. TD did so much better than other big 5 peers ?
B. amongst the US big 5, google outperformed the others by so much?
did TD and Google do something in particular?

Q: Amongst the big 5. Kindly provide an opinion about which are most overpriced (corollary which is best priced for a buy) and based on what metrics or historical measure.

thank you

Q: Iam going to move some of our cash acct. Securities to tfsa . Specifically msft , amzn, google would you please give me your opinion of which of these you see as having best return over nex t year. Please rate as 1,2,3.
Cheers, Doug

Q: As the smallest producer in the oil sands and pretty good metrics ,what do you put the odds at for a takeover ?
Happy New Year!
Philip

Q: what are the top 5 stocks if you have any to recommend that have dropped due to tax loss selling?

Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton

Q: Bam has dropped from a 52 wk H $90.24 to current $71.90. Dec 30 was last day for tax loss selling in 2025.When is a good time to buy BAM and a good entry price for long term hold? Txs for u usual great services and Views. All the Best for the New Year

Q: Which do you recommend and at what entry price? I assume best in a TFSA?

Q: With China added governmental approvals for silver export how do you see the price of silver responding? Thanks.

Q: What would be a good substitute for Nuvista

Q: I sold for tax loss ENGH, EQB, GLXY, MDA, NPI over 30 days ago and contemplating buying them back. Do you think that they have a good opportunity to increase in value in 2026. If so, which order would you purchases them in.

Q: Which one would you pick for a long term investment between Metro or Loblaw?
Thanks