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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 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
Q: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim
Read Answer Asked by jim on March 17, 2026
Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks
Read Answer Asked by Charles on March 17, 2026
Q: 6 weeks ago you said this: "While a correction could happen anytime, we aren't really expecting giant problems. There is cash on the sidelines, rates may move lower, and investors have shown excellent resiliency in the face of all sorts of global issues."

Have you adjusted your opinion given the state of the world?
Read Answer Asked by Judith on March 17, 2026
Q: Not a question but rather an observation: please don’t knock down legal regulated businesses that lend to people that can’t get loans like people with assets. I can get an interest rate that the poor people can only dream about.
Otherwise they would have to borrow from loan sharks in the underground economy.

I get enormous benefits from credit cards points but that is really on the backs of less well to do cc users.

One very well known head of state always was treated like a VIP by most banks. Was that justified? Look where that got us.
Read Answer Asked by JR on March 17, 2026
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