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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: For those interested in other HALO perspectives - the above podcast (Josh Brown-CNBC/Ritholtz) released a HALO episode earlier in the week.
Read Answer Asked by Brant on February 13, 2026
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
Read Answer Asked by simon on February 13, 2026
Q: Please rank these independant power producers for a new buy and provide any other suggestion you may have. Thank you.
Read Answer Asked by Ken on February 13, 2026
Q: Please let me know your thoughts on the following companies:
- BWXT
- SMR
- OKLO
- CCJ

- I understand the Ontario Government is using BWXT for certain projects...

Please rate the companies as a Must Own(1) to a Don't Bother(5)

- Also Please Suggest Alternatives in the Space...

Thanks,
M
Read Answer Asked by michael on February 13, 2026
Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.
Read Answer Asked by John on February 13, 2026
Q: You've mentioned a few times that TVK has higher debt levels. Generally I would take a pass on high debt but did buy some a while back and have done okay. Is there reason to be concerned by the level of debt today? Under what scenarios would it be a problem, and what are your thoughts on the likelihood of those scenarios?

Thanks.
Read Answer Asked by Alan on February 13, 2026
Q: I have around 35% cash to deploy in my TFSA, with a long term time frame in mind. I currently have positions in XIC (16%) and VFV (10%). Looking to add and diversify with another 2-3 ETF's. Could you list a few suggestions?
Read Answer Asked by Kolin on February 13, 2026
Q: In your answer to Brad this morning you mention Ben Watsa managing " a successful India focused fund with strong returns " ..... Doing some research I find the symbols MCL 400 and 0P0001TWBV.TO ..... Neither of which gets any response when I search for it in my TD Waterhouse RRIF account.... First where can I research the company ? And should I desire how do I buy it ?..... And if I do buy it how do I track it's movement in a place it doesn't appear to exist ? .....Thanks for you terrific service .....
Read Answer Asked by Garth on February 13, 2026
Q: I cannot find your article on HALO stocks (Heavy Assets, Low Obsolescence). It's not under "blogs" or "reports" or "Questions" or at "home"...
Read Answer Asked by Paul on February 13, 2026
Q: This is a follow-up question regarding XIC/XIU. In your response you said that you preferred XIC over XIU because it is more diversified. This seems to be at odds with the portfolios outlined in the ETF publication where XIU is the preferred option. Somewhat confused. Could you provide some rationale please. Thanks
Read Answer Asked by John on February 13, 2026
Q: Hello, I have recently invested in CSU (2 months) and saw the stock price go down by a third so far. In your crystal ball, do you believe there could be a catalyst at earnings’ time, to get the share price jumping? Is there a chance they might do a conference call, for once? I am tempted to sell for tax loss reasons, but it would be frustrating to see the price jump 10-20% afterwards… Thanks
Read Answer Asked by Martin on February 13, 2026
Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.
Read Answer Asked by Ken on February 13, 2026
Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.
Read Answer Asked by Ken on February 13, 2026
Q: CN Rail shares were added to the Income Portfolio, Today.

If you decide to add exposure to rails in the Balanced Portfolio, which Canadian rail would be your preference today and why ?

You had mentioned before that CNR has a cheaper valuation and good dividend yield. But, I would appreciate your reasoning to cover other factors like future growth prospects, geographical considerations and total shareholder returns, as well.

Thank You
Read Answer Asked by rajeev on February 13, 2026
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