Investment Q&A

Q: What is your opinion of the ELD/FOM deal? Do you expect it to close and if so would you take advantage of the drop in ELD's price to initiate a position? Thanks...

Q: Can I get your updated thoughts on this company? Looks like they want to list in the US in the first half of this year. With the recent correction in the sector do you think this an ok time to start building a position? How do you view the geopolitical risks for mining in Morocco? Thanks!

Q: - My current portfolio sector breakdown is as follows: 20% tech, 10% health, 20% Financial, 7% utility, 15% energy, 5% consumer staples, 12% industrial, 6% real estate, 5% basic materials. Do you think that any of these are significantly over or under weighted? Includes US and Can equities.

Q: The group is sold off approx.20% in 2026 - at these levels are worries over private credit( or other concerns) now becoming priced in the stocks, would you step in ?

Thank you

Q: Over the past 3 years, I have converted my portfolio to ETFs. I currently hold ZWU and UMAX at 10% of the portfolio. I plan on adding 5% HUTL to have some exposure to International Utilities. Your comments please?

Q: Over the last few years OTEX has bottomed out @ +/- $35.00 several times. Each time it has regained ground and reached the mid 50s or higher. There is currently a decent dividend of 4% so you get paid to wait. It seems to me that OTEX is a reasonable candidate for a swing trade. In the past 5i has made a few positive comments but has mostly remained unimpressed. Does OTEX have some fundamental problems and do you think the dividend is secure?

Q: It’s been a massive day for Constellation with the acquisitions of both Symplicity and Zonal being announced. Given the scale of these market leaders, how significant do you think this day is for CSU’s 2026 growth strategy, and do you see this volume as a signal that they are accelerating 'large deal' deployments to capitalize on the AI shift? I’d love to get your take on whether these additions—with their vast datasets in education and hospitality—align with the goal of improving long-term margins through AI-driven software optimization

Q: Is it too early to get into geothermal power to show a sizeable return in one year.
if not too early pls comment on the above companies

Q: To clarify the answer you provided to my question yesterday, did you recommendation of this company come before or after the report of a pending investigation? With news of the investigation, would you still recommend SMR as a high risk/high reward play?

Q: Hello,
If i decide to sell my PYPL shares, on which i have lost 70% of their value, which stock could i replace them with if i want to increase my chances of recovering my loss ?
Thanks !
Nancy

Q: Your thoughts on this tech sell off - getting ugly for Software especially- what could turn this market around. ae we getting close to capitulation iyo?

Q: Your thoughts on BAM's recent quarter and what these results suggest for parent company, BN, which I believe reports next week. Thanks.
Robert

Q: When does Constellation announce their earnings. Different sites give different answers. The Globe and Mail states February 5th. is that correct? Thank you.

Q: CoStar is getting hammered today. What do you think of the long term prospects? I find it hard to believe that AI could disrupt their business.
Thanks

Q: In response to some questions about Brookfield Corp/BAM sharp drop in Tuesday trading, I could add the following.

As per CNBC, there was a report today, related to perceived impact of AI on software Companies, which could seriously result in their profitability/business and eventually valuations ( already seen in publicly listed most software stocks). Most of the Asset Managers, with large books of private credit, having a fair portion of this credit related to start ups or early stage software companies, fell today, due to the fear of resulting losses and declining private valuation of such borrowers.

Most of the big asset managers were painted with the same brush, today, as it was not immediately known or disclosed, as to, which ones have significant exposures to such clients.

It might be helpful if you are able provide some more information about such exposure to the Brookfield group.

Thank You

Q: I have 16.6% of my RRSP currently sitting in cash, from accumulated dividends and some contributions I never got around to deploying into the equities markets. Can you give me two names (US or Canadian equities) that I could spit this amount between, to purchase? Many thanks.

Q: Would you consider this ETF as a best in class for an investor seeking income? Are there others you would prefer and why?

Q: Hello, can you comment on their latest earnings? Thanks

Q: Sorry to sound like a broken record, but I'm kind of a deer stuck in headlights right now with regards to these software names, notably CUS, LMN, TOI, and with the news impacting TRI this morning. I've largely held onto these names and I'm not sure what to do here. Seeing constant and relentless daily selling is tough to stomach and time will only tell how much AI will impact these companies fundamentals.

In the meantime, what do I do? I don't want to hold onto losers and continue to see these go down further, at the same time, I don't want to sell at these lows. I know trimming some is an option. I have positions in these other names, do you feel any of these are vulnerable to AI severely impacting them? CRWD, SHOP, SRAD, GENI, SPOT

Thanks!

Q: I have followed Rick Rule for a couple of decades now and always find him to be a valuable source of insight regarding the natural resources sector. Lately, he has been saying that he sees a big opportunity in the oil and gas sector because it is so "hated." A contrarian, Rick says he "loves hate." However, I am a bit confused--I don't see the "hate." For example, while a barrel of WTIC at $60 is not great, the unit price of XEG is at a 10 year high, and all of my oil and gas stocks are doing well.

Rule believes that the price of oil is bound to increase because of the recent lack of capital expenditure in the sector (he cites $1-2 billion per day of under-investment), and as a result the related equities will do well.

Do you share Rule's belief that the sector is undervalued ("hated") and therefore a good investment given a 5 year time horizon?

Thanks as always for your expertise.