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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: Given the age of Prem Watsa, does Fairfax have a detailed succession plan? Is anyone being groomed? What do you feel the impact on the company would be if something happened to Prem? The P/E seems quite low at 7.83. Is this a relatively safe entry point? What do you see as the biggest concerns with this company?

Thanks
Read Answer Asked by Brad on February 13, 2026
Q: I hope I don't sound naive asking this question, but I keep hearing that proprietary data is something of a moat for TRI, and for companies like X, SPGI, and perhaps even businesses like yours.

What is to prevent an AI engine like Anthropic from simply buying a membership and then having access to that data with which to answer questions?
Read Answer Asked by Kevin on February 13, 2026
Q: " AI-focused logistics firm Algorhythm Holdings said its SemiCab unit boosted customers' freight volumes by 300%-400% "without ‌a corresponding increase in operational headcount."

The above AI powered logistics tool news caused a havoc among most Trucking and Logistics stocks resulting a drop of 10-20 %, in Thursday's trade, giving back all gains of last few weeks. Dow Jones Transportation Index was down 4%, today.

Do you see this as a long term threat to the sector ?

I am curious to have your take on whether this news/AI scare could impact rail stocks also, in any way.

We were planning to initiate a position in CNR, but not sure, if the move warrants a caution in near term.

Thank You

Read Answer Asked by rajeev on February 13, 2026
Q: Do you know if the big drop is due to the multinational Defence, Security, and Resilience Bank (DSRB) announcement? Maybe the competition from engineering firms outside Canada ? ..
Read Answer Asked by TOM on February 13, 2026
Q: Kraken Robotics shares lost 10% in Thursday's trading on a day when most defence stocks closed higher ( Even with DOW and Nasdaq closing in red ).

What could be behind the selling ? Should we be concerned ?

With Anduril Inc, expected to go public, some time this year, my impression has been that PNG should be acting strong ( as a proxy ). Your thoughts, please.

Thank You

Read Answer Asked by rajeev on February 12, 2026
Q: Apparently the brokerages which deal in the gold trade were recently advised, by the regulator, to revise the allowable margin calculation. (based on gold holdings). This significantly reduced the allowable margin amounts. I understand that a letter from the regulator suggests that the reason for the change is that it views that the price of gold, and the volatility are too high. Too many investors might get hurt.
My question is: Is the regulator all that altruistic or are there geopolitical issues at play here which a prudent investor should be aware of?
Thanks for your insightful thoughts.
Ian
Read Answer Asked by Ian on February 12, 2026
Q: Terravest stock seems to be losing its lustre as a reliable compounder. Over past year, Co has not displayed much consistency with its earnings. One quarter is good then the next is not so much. Tariffs continue to haunt its prospects for growth and profitability.

Management has done well on acquisition front, but debts also continues to rise.

Stock has been in 5i portfolio for many years and has done well.

How many quarters, in your view, it could take for the Co to generate more confidence with investors ?

Thank You

Read Answer Asked by rajeev on February 12, 2026
Q: Would appreciate your advice on ranking our material sector holdings with the goal of consolidating those with the highest conviction. Would you suggest others in this sector that could be added - such as NTR.
Read Answer Asked by sam on February 12, 2026
Q: Hi there, can this price action for CNQ continue to be supported here?
Why the strong march upward today, Wednesday?

Why the sudden increase in these shares in 2026?

On the flip side, why is LGN so muted here and not participating at all?
Is it tightly held and controlled?

Can PEY continue its upward march here too and why?

Thanks!
Read Answer Asked by Hussein on February 12, 2026
Q: Peter; Did someone put “ sell everything” in everyone’s coffee thus AM? Rod
Read Answer Asked by Rodney on February 12, 2026
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