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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: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.
Read Answer Asked by Kim on March 30, 2026
Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?

Thanks
Tim
Read Answer Asked by Timothy on March 23, 2026
Q: What is your current top 10 Canadian and US non-tech stocks?
Read Answer Asked by Ben on March 16, 2026
Q: Would you suggest moving out of ISRG into a different US health care company for a better long term hold? I already have ABBV. thank you
Read Answer Asked by alex on March 12, 2026
Q: Can I get your thoughts on Harrow's latest quarter please? And can you please rank HROW, ISRG, LLY and TMDX for purchase/hold?
Thank you
Read Answer Asked by Neil on March 03, 2026
Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.

Thank you!
Read Answer Asked by Peter on March 02, 2026
Q: I want to free up some US cash, in what order would you sell these stocks.
Read Answer Asked by Brendon on February 23, 2026
Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on February 18, 2026
Q: Please provide an update on Booking. It has languished this past year and now seems to be falling off a cliff like SaaS stocks.

I have make a very good return on it, still, thanks to your recommendation from years back.

Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?

Thank you
Karim.
Read Answer Asked by Karim on February 10, 2026
Q: I have owned this for a few years now. I had to be patient but you seemed to hold it in favour throughout.

I thought my patience was rewarded with good growth in 2025, but over the past few months, it has lost all that growth.

Can you explain what has been going on?

I'm also low in healthcare in my portfolio. This seems like a good time to redress that. What would be your top three buys for a long term holding? Do you generally prefer companies or ETFs for this sector?

Thanks for all the great work you provide. I was happy to renew recently.
Read Answer Asked by Kevin on February 04, 2026
Q: "Trade Rationale - We continue to like KXS over a long-term holding, but amid the sell-off in software names, KXS has been hit, and while we think it can eventually recover, it may take some time. At this time, we are looking to reduce the size of the position in favour of adding to other names which we think have better secular tailwinds. "

is what 5i said in your recent market rundown piece. Just wondering what stocks or sectors you would be thinking of in particular, US and Canadian?

thanks as always
Read Answer Asked by joseph on February 03, 2026
Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.

I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.

Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.

Thank you
Read Answer Asked by Luc on January 28, 2026
Q: Good Afternoon
Looking at the offerings for ISRG and GRID, Do they offer products unique to their markets and have developed a loyal and growing customer base? For pure growth going forward which company would you endorse? I have become impatient with ISRG and the lack of SP appreciation
Thank you
Read Answer Asked by Marty on January 27, 2026
Q: Which company ISRG, GOOG or GRID has the most growth going forward? Sector/risk is not an issue.

Thank you for your service!
Read Answer Asked by Ozzie on January 26, 2026
Q: Elon has made some strange comments lately:
1. Nobody needs to save money anymore because somehow robots will benefit everyone and we don’t need it?
2. Apparently tsla is getting into the robotic surgery business. Is this a concern for isrg? Are they likely to put isrg on the innovation scrap heap and how can we know?
Read Answer Asked by Peter on January 16, 2026
Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare
Read Answer Asked by sam on January 13, 2026
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