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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: Hi, I am looking to build a diversified portfolio across various sectors and am considering adding these for consumer/healthcare/technology. Are these good picks, or would you advise against any of them, and in which order would you purchase? Thanks!
Read Answer Asked by Kasia on September 03, 2025
Q: In a recent article by Ray Dalio he talks about investor risks given the massive deficits being run by the US government. He points to the possibility of future inflation and likely higher interest rates down the road unless corrective measures are taken. If this plays out what stocks should we include in our portfolios?
Read Answer Asked by Ian on September 03, 2025
Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks
Read Answer Asked by joseph on September 03, 2025
Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?
Read Answer Asked by jean on September 03, 2025
Q: What would be your top 2-3 Canadian plays for senior housing over the next 5 years, I need to make some money so I can afford to move in!!
Read Answer Asked by Jim on September 03, 2025
Q: Crystal ball question: What do you see as the likely direction for the market in September based on the different factors currently at play? Are there potential positives upcoming or is it more likely that things drift gradually lower based on tariff news and economic uncertainty? Any reasons for optimism or are things too stretched and due for a pause?
Read Answer Asked by Tim on September 03, 2025
Q: Hi Peter,
One of the key goal of the current US monetary policies is trying to lower the value of US$. For the past decade, Canadian investors do not have to think of hedging. However, for the next decade, there is a good chance that exchange rate is going to move in the opposite direction. Over half of my portfolio is in the direct holding of US stocks, so it is unhedged. I do not want to sell my US holdings and buy CDRs, due to the tax consequence as well as not all US stocks have CDR equivalent. So for individual Canadian investor, how are we going to hedge the currency risk? Please explain the different approaches that we can employ to protect and hedge our portfolio. Thanks.
Read Answer Asked by Willie on September 03, 2025
Q: Trump tariffs... impact on e commerce with non US countries. I see US analysts starting to reduce profit targets. I do hold the stock and I see 5i staff also hold the stock. What is your recommended course of action at this point... should I reduce my exposure? What would you do if you owned the stock? I do own GOOG and MSFT considering reducing my AMZN position and allocating it to MFST. Your thoughts would be appreciated. Thank you.
Read Answer Asked by Dick on September 03, 2025
Q: RE: Powerfleet - AIOT

What are your thoughts about Powerfleet AIOT? How risky is it for a 5-year or longer investment?
Read Answer Asked by Gooding on September 03, 2025
Q: UMAX = covered call, UTES= covered call + 1,25% leverage. In a downtrend, UTES would probably go down around 25% more than umax (ex -10% vs -12,5%...) and ZUT.Since the markets are presently high +the economics, do you believe that there could be a significant probability of a downtrend in 2025 and in such case ,would it be safer to sell UTES for ZUT now (or another stock), in order to reduce the risk ?
Read Answer Asked by Jean-Yves on September 03, 2025
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