Investment Q&A

Q: I'm looking to clean up some of my TFSA and would like to get your thoughts on the following to either buy more, sell, hold: ABNB, TTD, PRL, LULU, CLBT, RS, PNG, JPM, LMN, AEM, BKNG, ATZ, AMZN, INTU, AXON, WSP, GOOGL, NVDA?


What are a few other CAD/USD growth stocks you would recommend that are not listed for a long term hold? Thanks.

Q: Between NVDA and TSMC which do you see having the best growth potential over the next 5 years? Please provide a brief rationale.

Thank you,

Mike

Q: Happy New Year!
Do you think the current share price of Brookfield (BN) already reflects their push into AI‑related infrastructure — power, land, data‑center buildouts — as well as the upcoming NVIDIA‑aligned chip and data‑center initiatives? I’m also curious whether the recent partnership with Figure, where Brookfield will host and support humanoid robotics training, is meaningfully priced in.
One thing I’ve noticed is that Brookfield’s revenue and EPS seem to jump around — up one year, down the next — even though the company appears to be growing overall. I’m trying to understand whether this volatility is just a function of their business model or something to be more cautious about.
From your perspective, what would be a reasonable entry point for the stock? And if you were to give Brookfield an overall rating (A, A‑, B, etc.), where would you place it? It seems to be a favorite among many investors, so I’d really value your thoughts. Thanks.

Q: I have been looking at the SPROTT ETFs in (gold, silver miners), energy materials, uranium, and (gold and silver physical). They all had a great year given the sectors. Would you recommend starting a position in any of these with CAD or USD or both? Thanks for this super service,

Q: Do you still prefer LLY over NVO given the latest developments at NVO (pill)?

Q: La difference entre avgo-u et avgo-c

Q: Given that I have no idea what the US (Trump) will do next, I am reluctant to invest new funds in equities. So I have the sense that I should increase my bond and gold exposure for the near future. I would appreciate your comments on this strategy.
Thank you.

Q: What are your thoughts on PPH (VanEck Pharmaceutical ETF? Symbol not found when trying to look up this ETF?

Q: Answer at your convenience. I have had a small position in IJR for a couple of years and was going to start adding to it in the new year. However, checking back on past questions I see that the small/mid cap etfs noted above have been mentioned fairly positively. Would any of these be preferred to IJR or would a basket of say, 3 in total (with or without IJR) in this space be a better approach. Could you give brief comments, in order to compare, and which way would you lean if you were making
the choice ?
Thank you for all that you do.

Q: Based on your prediction that small caps may do better than large caps in 2026, which of the above do you think are ready to giddy up ie: best chance for a 12 month return > 15%. Thank you

Q: What would your top 5 copper stocks in North America in order be?

Q: TRI is hitting 30-month lows. Do you have a sense of where the floor might be? Is there anything specific to account for the sharp reversal since last July?

Q: WHY IS TRI CONSTANTLY GOING DOWN WHILE THE REST OF THE MARKETS ARE INCREASING

Q: Could you please rank these companies from from most to least desirable for a new position:

GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON

Q: Hi Peter
I asked about the defence stocks . Would you consider these two appropriate at this time . Am I better off with RTX or
AVAV at this time .

Q: My grandson owns these stocks and has some money to invest. What stocks would you suggest he add? What is he missing to have a well balanced portfolio?
Thanks for the great service.
Dorothy

Q: What Canadian company’s would benefit from more defence spending
Thank you

Q: Do you have a favourite momentum ETF. Global or US?

Q: At current levels do you think TOI presents a good entry point for a long term holding? Alternatively, do you think GLXY may be a good option for a more hands on holding?
The context is a TFSA account where losses should be avoided and the goal is to achieve above market returns. i.e. the alternative would be a market ETF.

Q: What are your thoughts on these for a retired investor looking to enhance yield over standard banking and insurance holdings. I'm thinking to swap part of my banking/ insurance holdings over to enhanced yield.

I see from past questions that you're not fans of split shares. What are the risks, when do these stocks work well, when are they at risk, and are there any of these or others that you think can be bought for a partial position in my banking/ insurance portfolio.

Thanks!