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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: Hello Team,
Could I have two sectors you recommend right now, and two Canadian names in each sectors please.
Many thanks!
Read Answer Asked by Issaku on October 03, 2025
Q: Recently, the tech market has been booming. During this period, I bought several volatile, high-flying stocks to capture the thrill of the momentum. Each position is relatively small—only about 0.5% to 1% of my portfolio. Despite that, they’re performing exceptionally well. I purchased them less than a few weeks ago, and I’m already seeing a total gain of around 20%.

My question is: are these stocks worth holding for the long term? I’d love to hear your thoughts. Also, could you rank the potential and strength of these six companies: CoreWeave, Galaxy, Circle, Bitmine, Monday.com, and AST SpaceMobile? Thank you.
Read Answer Asked by Esther on October 03, 2025
Q: Given its astronomic valuation, what kind of future you anticipate for a stock like this during a one year period around (from here to end of 2026) let's say? what would you say to those who persist to keep it in spite of the financial logic?

Thank you very much in advance for your sound judgement always appreciated.


Read Answer Asked by Gabriel on October 03, 2025
Q: Currently in my third decade of serious investing, started by reading moneysaver magazine at the library and subscribing to the investment reporter in the early 90s, it would arrive each week by mail.
early on i noticed peter hodson and it became clear that he is the real deal, unique in canada in the area of investment advice.
peter hodson's insights have been a significant part of my long term success during my journey in investing (first on BNN as a guest etc, now with 5i)
thank you peter for your insights over the years, i trust and value your judgement and experience.
Read Answer Asked by steve on October 03, 2025
Q: Hello,
When can we expect your Market Model Summery to be updated? I really like that serves.
Thanks!
Read Answer Asked by Issaku on October 03, 2025
Q: Similar question for both these stocks that you have liked or still like. Both have pulled back after making strong gains. Is there still momentum? How were the last qtrs? Should one buy the dip and get a fuller position in either of these or just hold?
Read Answer Asked by Bruce on October 03, 2025
Q: I've held TFII for many years and it's treated me very well. But not so lately. When do you see turnaround? What might the stock be worth in 6 months and 1 year? Trying to decide whether to stick it out or sell some and hedge my position a bit. What might you suggest as a replacement that has growth potential. Dividends aren't important.l
Read Answer Asked on October 03, 2025
Q: This is a follow-up to the Sept. 11th question where you mentioned other funds that are similar to this. Could you name a couple that you would recommend please? Thanks.
Read Answer Asked by Ann on October 03, 2025
Q: I am retired but with a small consulting business that has cash sitting in an investment account. I have some concern about the valuation of the current markets and looking to invest with some tilt towards safety realizing nothing is guaranteed. I think ETFs may add a small amount of safety. With that in mind, I am looking at the following ETFs: XUT, XSU, XST, VIDY, TECH, TEC, JXI:US, FEQT with a slightly higher position in FEQT.

I would greatly appreciate your comments/thoughts and suggestions for improvements.

Thanks for this super service!
Read Answer Asked by Danny-boy on October 03, 2025
Q: Sometimes when markets feel a little "frothy" I wonder what is behind the movement. I think one causal factor would be that certain investment managers, such as for larger pension funds, have cash flowing from contributions weekly (or at some regular interval) and they MUST keep cash balances within the range of their investment portfolio objectives so they need to buy SOMETHING!

If this in any way accurate? How much does it move the needle? What other strategies can these managers use to reduce volatility? (Maybe this comes full circle to Dollar Cost Averaging and that much of the time the market is at a new all-time high.)

Thanks!!
Read Answer Asked by Marilou on October 03, 2025