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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: Good morning team. I'm sitting on large gains on these three in my TFSA. (thanks 5i) As might be expected their position sizes have become rather large and I am cognizant of the concern that "pigs get slaughtered"! Sooo, what to do. I sold half of Shopify some years ago and diversified into Unity Software and Lightspeed. We know how that went. Should have kept all the Shop! I'm comfortable with a large position in CSU but I'm wondering if it's time to trim some Nvidia. What are your best 3 tech ideas for diversifying my TFSA. (I also hold most of 5i's other canadian tech companies.)Also, could you suggest 3 good ideas for diversifying away from tech? Thank you, Rod
Read Answer Asked by Rod on July 30, 2025
Q: I just saw the spike in CLS stock price today. I’ve been looking to buy but never did. Do you think it’s still a good time to buy or wait?
Would you sell all or some of NBIS or CLBT to buy CLS?
Thanks
Read Answer Asked by Ben on July 30, 2025
Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.

Thank you.
Read Answer Asked by Brad on July 29, 2025
Q: The share price momentum appears to be accelerating lately with a surge in volume. An article in the globe outlined positive developments in its revenue base. How would you rank this now compared to your favourite small caps, especially in the defence sector?

Article link:
(https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-this-small-cap-manager-is-buying-intermap-and-cargojet-and/)
Read Answer Asked by Alfred on July 29, 2025
Q: Further to some news commentaries today, do you have any thoughts on market reaction if Trump discontinues trade negotiations with Canada and just imposes a flat tarriff? If that does happens can you suggest some income stocks that are potentially less at risk? Thank you
Read Answer Asked by Ian on July 29, 2025
Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.
Read Answer Asked by Maureen on July 29, 2025
Q: It seems that Japan's economy is in trouble and that we should all be taking note. The Japanese are the largest foreign holder of US Treasuries . If they start selling those Treasuries what impact would that have on the US economy and on the rest of the world ? There is an article in the Financial Post this morning entitled "Japan's Bond Market is flashing Red" Why investors should pay attention. Your comments would be most appreciated.
Read Answer Asked by shirley on July 29, 2025
Q: Hi,
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.
Read Answer Asked by Rajiv on July 29, 2025
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