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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: I understand that your recommended portfolio allocation is one-third Canadian, one-third US, and one-third International. Could you share a bit more about the reasoning behind this approach?

Specifically, is the one-third Canadian portion meant to help limit the amount of Canadian companies in one’s portfolio, essentially to protect against being overallocated in your home country?

Similarly, if someone was based in the European Union would you recommend one-third EU, one-third US, and one-third International?

Thanks!
Read Answer Asked by Stefan on October 29, 2025
Q: How can one explain the huge discrepency between those 2 stocks while it's the same company? One can argue that there is a tax efficiency by investing in BEPC but certainly not by this much. Is there a possibility that the difference might shring over time ? What am I missing?

Yves
Read Answer Asked by Yves on October 29, 2025
Q: Do you have any thoughts on how the Federal budget next week might affect Canadian stocks in general or specific stocks or sectors?
Read Answer Asked by Doug on October 29, 2025
Q: Last week there was an article in the G&M discussing a new private equity fund that was being introduced by a Brookfield subsidiary. Would you endorse this product for an appropriate investor?

Thanks again for all of the great work that your team does!

https://www.brookfieldoaktree.com/fund/bpe-canada

Read Answer Asked by philip on October 29, 2025
Q: Hello,

Can I please get your opinion of this fund which I believe was launched in 2021. Thank you.

Dave
Read Answer Asked by David on October 29, 2025
Q: Good Afternoon;

Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.

I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.

Thanks as always,

Dave
Read Answer Asked by Dave on October 29, 2025
Q: I have all three of these with large unrealized gains and I understand the reason for the significant stock adjustment over the past few months, is it time to move on? What has to happen to get the companies back in favour?
Read Answer Asked by stephen on October 29, 2025
Q: CLPBY - COLOPLAST A S AMERICAN DEPOSITARY RECEIPTS SPONSORED

Hi guys

I have followed Coloplast (Danish company I believe) for a very long time as a good safe, reliable health care play, with an interesting way to play the aging demographic trend. I notice also that it is near a 52 week low and has trended downward generally the last 5 years. Probably not a great chart.

And realizing you don't generally follow too closely European stocks, do you have any thoughts on the company, its products, whether it has a moat around its products (seem to be a bit sticky once people start to use them), and its current valuation? A buyor better stocks in the health care products area?

Much thanks

Stuart
Read Answer Asked by Stuart on October 29, 2025
Q: is there a place on the net where you can find out what mutual /asset management companies are invested in [stocks] in canada
Read Answer Asked by hans on October 29, 2025
Q: Hi 5i!

My nephew is 18 and he wants to start investing. I think he was reading the Intelligent Investors couple months ago. Can you suggest 5 stocks in 5 differents sectors to start a porfolio?

Thank you!
Read Answer Asked by Francois on October 29, 2025
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