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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: Our Prime Minister has announced a significant investment (35B) in Arctic defence and northern Infrastructure. In your mind, what Canadian companies could benefit from such projects? Thanks
Robert
Read Answer Asked by Robert on March 18, 2026
Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?
Read Answer Asked by Graeme on March 18, 2026
Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks
Read Answer Asked by steve on March 18, 2026
Q: CN Rail stock has retreated to $140 from a high of $154, over past 4 weeks.

It dropped 4%, in Tuesday's trading.

Is there any company specific reason to worry or it's the Transports/Market in general ? Do you expect the trend to reverse anytime soon ?

Could you also explain the relationship between Oil prices and rails ?

Thank You
Read Answer Asked by rajeev on March 18, 2026
Q: Could have I an update on your views on Medtronic’s and Qualcomm. Its hold in a RRSP. Would you suggest 1-2 companies for each one with better or same risk profile you would suggest to switch for if you think that’s a good idea .
Read Answer Asked by Olivier on March 17, 2026
Q: Hi,

Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?
Read Answer Asked by Keith on March 17, 2026
Q: While the VIX is high, what companies and sectors would you be buying?
Many thanks
Read Answer Asked by joseph on March 17, 2026
Q: DRNZ ARE YOU A FAN OF THIS ETF? IS IT THE BEST DRONE ETF AVAILABLE?
Read Answer Asked by Paulette on March 17, 2026
Q: With goeasy’s stock under intense pressure, I’m looking at the ownership structure: David Ingram and Don Johnson control more than a fifth of the company and have been through multiple credit cycles as long-term holders. Given Don Johnson’s reputation for financial acumen and his deep roots in the industry, is it fair to interpret their lack of selling as a signal that the underlying book value remains intact? Or do you believe the LendCare charge-offs represent a structural shift that even veteran insider conviction can't offset?
Read Answer Asked by jean on March 17, 2026
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