Investment Q&A

Q: Very good article about how topicus approach AI in their day to day projects … data and customers is the key :
https://topicus.nl/en/news-and-knowledge/from-systems-of-record-to-systems-of-action-the-new-reality-of-ai?sector=education

Q: I have held South Bow since its' early days, so have collected the nice dividend for almost 1.5 years, and also have some modest capital gains. It is basically a one-trick pony and seems bit weak lately and may be facing some perceived problems in the US. I am considering selling it and replacing it with Enbridge. Some questions:
1) do you see any problems with SOBO in general, and in particular with respect to Venezuela/US administration?
2) what is the payout percentage for both SOBO and ENB
3) what is the status of Enbridge line 5, what is the percentage of their product and revenue relating to line 5, and what will they do if Gov. Whitmer eventually wins to close it?
4) if it was you - continue to hold SOBO or make the switch?

Note this is held in an RSP, so there are no tax implications from a sale.

Thank-you

Q: Can you please tell me who covers this company? I see it is hitting 52-week highs today , and today there was a large block trade of 2.1 million shares.

Q: What are your thoughts on ANNX? It seems to have very strong reviews and considerable momentum. Is it worth 3-5% in an otherwise biotech-free portfolio?
Thanks!

Q: Can you provide me with your analysis/views on ULTA, the last question on ULTA was on June 2, 2025. Thank you.

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: Early last year we invested 25% of our cash into the listed ETF's. We have another 50% of our cash in GIC's and 25% in an assortment of stocks. As you know they pay good dividends and we experienced good capitol gains growth on some of them last year, others were up marginally. We are looking at these as long term holds for income and would just like your thoughts on our choices. Would you recommend a different mix of ETF's.
Thanks Ron

Q: Last question on these two companies as late December, and I am interested if your take has changed. I just sold CAT, and am looking at repositioning into one of the maintainers of its equipment; largely to get out of the $US and potential risks to CAT of Trump policies.

What is your take on these 2 companies and which would come out ahead for an investment now?

Q: I am looking to diversify outside of North America. The iShares EEM is an option. Would Vanguard or BMO have a good option as well?

Q: In your opinion where might the better return be found between American economy or developed non American and reasoning? I realize that this can be a very convoluted conjecture. Thanx.

Q: Is AAPL a buy right now? Why is it down so much?

Q: I have held BIR for a number of years but was unaware that a management change had taken place, presumably somewhat recently.
Since management quality is so important to the future prospects of companies, would you have the resources/time to be able to provide a management change alert with commentary on the implications, whenever one occurred for the companies in your portfolio coverages as well as those on your watchlist?
I believe that companies are required to notify of management changes at senior levels, however, it is difficult for outsiders to evaluate the significance of such.

Q: Cls and sndk both exploded higher after being allowed to fly on their own.Cls fromOnex and Sndk from Wdc.Do you see any similar situations that companies may benefit from this opportunity?Thx

Q: Your updated analysis of dht.un would.be appreciated.

Q: How should I measure geographic diversification within a small cap growth portfolio of 15 Canadian companies? Say for example if Kraken Robotics gets 30% of its revenue from international, and Aritzia gets 60% from the US. Even though they are Canadian companies, can I reasonably say I have some diversification outside Canada based on source of revenue? Or is this a Canada only portfolio and thus not diversified geographically?

I consider this portfolio in my TFSA to be my fun money to invest for growth, so I’m not as concerned about perfect diversification like we have in our conservatively managed RRSP where equities are split 1/3 each between Canada, US and international.

Thanks for all you do!

Q: Hi, I originally held sandstorm gold SSL which got taken over by Royal gold. I was thinking of selling the royal gold shares and buying Franco Nevada or Wheaton precious metals to avoid currency risk. I just wanted your thoughts on this and if you were to buy one of them, which one would you suggest? Thank you.

Q: For a very small market cap royalty,how does evolve royalty look to you?Thanks for your comments.

Q: What do you think about this company for domestic enrichment in the US for their supply chains/critical needs; and valuation/growth prospects?

Q: BMO now has a selection of CDRs
Is there a difference or any concern compared to those offered at CIBC
Thanks

Q: Hi there,

Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?

Thanks.