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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: Currently in my third decade of serious investing, started by reading moneysaver magazine at the library and subscribing to the investment reporter in the early 90s, it would arrive each week by mail.
early on i noticed peter hodson and it became clear that he is the real deal, unique in canada in the area of investment advice.
peter hodson's insights have been a significant part of my long term success during my journey in investing (first on BNN as a guest etc, now with 5i)
thank you peter for your insights over the years, i trust and value your judgement and experience.
Read Answer Asked by steve on October 03, 2025
Q: Hello,
When can we expect your Market Model Summery to be updated? I really like that serves.
Thanks!
Read Answer Asked by Issaku on October 03, 2025
Q: Similar question for both these stocks that you have liked or still like. Both have pulled back after making strong gains. Is there still momentum? How were the last qtrs? Should one buy the dip and get a fuller position in either of these or just hold?
Read Answer Asked by Bruce on October 03, 2025
Q: I've held TFII for many years and it's treated me very well. But not so lately. When do you see turnaround? What might the stock be worth in 6 months and 1 year? Trying to decide whether to stick it out or sell some and hedge my position a bit. What might you suggest as a replacement that has growth potential. Dividends aren't important.l
Read Answer Asked on October 03, 2025
Q: This is a follow-up to the Sept. 11th question where you mentioned other funds that are similar to this. Could you name a couple that you would recommend please? Thanks.
Read Answer Asked by Ann on October 03, 2025
Q: I am retired but with a small consulting business that has cash sitting in an investment account. I have some concern about the valuation of the current markets and looking to invest with some tilt towards safety realizing nothing is guaranteed. I think ETFs may add a small amount of safety. With that in mind, I am looking at the following ETFs: XUT, XSU, XST, VIDY, TECH, TEC, JXI:US, FEQT with a slightly higher position in FEQT.

I would greatly appreciate your comments/thoughts and suggestions for improvements.

Thanks for this super service!
Read Answer Asked by Danny-boy on October 03, 2025
Q: Sometimes when markets feel a little "frothy" I wonder what is behind the movement. I think one causal factor would be that certain investment managers, such as for larger pension funds, have cash flowing from contributions weekly (or at some regular interval) and they MUST keep cash balances within the range of their investment portfolio objectives so they need to buy SOMETHING!

If this in any way accurate? How much does it move the needle? What other strategies can these managers use to reduce volatility? (Maybe this comes full circle to Dollar Cost Averaging and that much of the time the market is at a new all-time high.)

Thanks!!
Read Answer Asked by Marilou on October 03, 2025
Q: Ewing Morris has increased its all cash offer to $4.10 from $3.85. Conditions apply. The initial offer and now the increase raises questions that I can not really even guess at figuring out. While that may be the same for you I am asking for your comments on the initial offer and now the increase to $4.10. I lean towards accepting the offer as I have a significant holding but also a huge capital gain. Btb.un is trading at $3.85 today so not that close to $4.10 in my opinion and that seems like a reluctance on the part of buyers to see this offer as a done deal. Of course there is the 8 million limit. Thank you for your comments.
Read Answer Asked by James on October 03, 2025
Q: As you said about DND in the last answer 'that's just this week' and the week wasn't over!

If you looked at DND as a target and assume it can get a fair valuation for its business, what do you think that range is? or in other words if someone believed they could buy the business and not the drama what is the range? Any guesses on who might be buyers?
Read Answer Asked by Graham on October 03, 2025
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
Read Answer Asked by kevin on October 03, 2025
Q: How do you approach a market like one we are in now? We have gone pretty well straight up since the April lows with a lot of names having increased substantially.

If one is almost fully invested right now but has new money to put to work. Do you hold off putting new money to work until a correction? Do you start to raise a little cash and take some profits on the nice run (5-10%)?
Read Answer Asked by David on October 03, 2025
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