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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: How do you approach a market like one we are in now? We have gone pretty well straight up since the April lows with a lot of names having increased substantially.

If one is almost fully invested right now but has new money to put to work. Do you hold off putting new money to work until a correction? Do you start to raise a little cash and take some profits on the nice run (5-10%)?
Read Answer Asked by David on October 03, 2025
Q: Hi Peter…QS and GLW announced yesterday an agreement for the development and commercialization of ceramic separators presumably for QS’s batteries. There were no details. I think this is another positive step for QS and also for GLW too. No financial details were provided in the press release. Does Bloomberg have any information on the joint venture? Any change in QS’s short interest? Any thoughts you have would be appreciated.
Incidentally Jim Cramer appears to be quite bullish on GLW generally. I suppose if your company might just be making parts for an improved EV automotive battery that would be a positive. “Build a better mousetrap and the world will beat a path to your door”!
Thanks,
Jim
Read Answer Asked by James on October 03, 2025
Q: May I please have your three preferred junior precious metal producers? I am too old to invest in exploration companies. I currently have considerable investment in mid to large cap silver and gold stocks as well as coins and some bars.
With appreciation,
Ed
Read Answer Asked by Ed on October 03, 2025
Q: I have been a shareholder of the trade desk for many years and still have 123% gains.. I am questioning. what should I do with this company? I wonder if the future is still good. What would you do? Would you hold or sell? If you sell, you have a better investment you would put the money at work for the next five years. thanks a lot.
Read Answer Asked by jean on October 03, 2025
Q: The time has come to trim some of my NVDA, it simply has grown too large as a percentage of my portfolio. Can you please provide 3 top picks in the US for a long term hold.
Thank you
Read Answer Asked by Marty on October 03, 2025
Q: I am sitting on cash to invest. I have been thinking about waiting until the US and China at least come to a "partial agreement" on trade. So that we have some certainity around that and how companies can move forward. I understand there are many points on both sides to negotiate and a "final deal" could take a long time or the other issues NOT able to resolve in an agreement. What advise would you have about investing the cash now or should I wait for a partial agreement? Or should I invest now but stay out of the US stock market? Your input would be appreciated.
Read Answer Asked by Dick on October 02, 2025
Q: Good morning 5i
I have done well in the past few years, as I have been close to 100 percent equities. With the time horizon shortening, however, and less time to recover from a downturn, I am considering a higher percentage of fixed income. Currently, I have a large amount of US cash. I have been fearful of the US dollar falling, and have been wondering whether I should convert those dollars into Canadian in order to buy fixed income?
Thanks
Read Answer Asked by joseph on October 02, 2025
Q: Please rank these royalty companies for a 5 year hold with a short explanation of your reasoning.Thanks.
Read Answer Asked by Maurice on October 02, 2025
Q: Lately I've come across articles about high energy use devices using batteries to lower peak demand and to become more economical. Can you recommend stocks that might utilize this?

https://www.thecooldown.com/green-tech/energy-saving-air-conditioner-design/
Read Answer Asked by Mark on October 02, 2025
Q: Hello Team,
Could I have your view on Canadian energy sector going forward please. and three names you recommend please.
Thanks!
Read Answer Asked by Issaku on October 02, 2025
Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?
Read Answer Asked by jacques on October 02, 2025
Q: I am deciding between these two companies for a 1% position (I will add over time if the company performs well): sector allocation is not a concern for this purchase. I am investing specifically for growth. Would you have a clear preference here?

Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on October 02, 2025
Q: Is there a downside in holding a U. S. company that i purchased as a CDR in a TFSA. Thank you.
Read Answer Asked by Brian on October 02, 2025
Q: Can you provide an updated commentary, similar to your last answer from July 2024 ?
Has anything changed ?
Read Answer Asked by Jabs on October 02, 2025
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