Investment Q&A

Q: Canada Nickel is on a tear with recent announcement from the Ontario government. Four years ago it was close to $4.00. Now that the prediction is to have shovels in the ground by the end of the year can you see this company breaking through $4.00 even though it is pre-revenue? And if owned a lot of shares would you let them ride?

Q: After a quiet year, P&C Insurance stocks are showing some buyers' interest, over past 2 months. We sold IFC and FFH positions, late last year. Do you think, the sector is showing some strength and it is a good time to re enter ?

If Yes, what would be your preferred route- Fairfax or Intact and why ?

In my personal view, Fairfax stock has shown remarkable resilience vis-a-vis Intact and Co is more diversified, with several interesting investments like Foran mining, Orla mining etc and potential for more similar investments. ( They sold their position in Eurobank ).

Thank You

Q: CLBT has been somewhat frustrating.....seems, to my untrained eye, to be more volatile than one might expect and somewhat range bound without any significant overall improvement in its share price. Do you still view it favourably, and if so, why? Its financials are not readily seen; when does it next report and what are the expectations? Thank you for your excellent service.

Q: Could you comment on Rio Tinto's potential merger with Glencore, and the market's negative reaction on RIO stock?
Thanks
Chris M

Q: with the intention of buying on a pullback or dip of the market 10 % or more, I am unsure has to how to gage the price / earnings ratio of the following: apple, amazon, microsoft. What would be the 3 key metrics to look at and how do they compare to historical values for each one?

Q: Looking for a CDN $ etf covering uranium - including physical commodity, miners, and companies involved in associated technologies. URA seems to fit the bill but is traded in US $. Is HURA the same -? Looking at both websites, I get the impression there may be differences but it's not completely clear. Can you confirm that it is or is very similar ? If not, do you still feel it would be a good choice or would you recommend another CDN $ traded ETF ?
Many thanks as always.

Q: TOI is close to a new 12 month low today. What is your assessment? What factors are driving it down? Will it trade as CSU moves up and down or does it have a mind of its own?

Q: Your comments please on the sale of $200 million of stock by Aritzia founder Brian Hill.
Thanks for your great work.
Rob

Q: Can I please get your take on Alerian Energy Infrastructure EFF (ENFR). Thanks

Dave

Q: I know the market is having a bad day.

CSU has hit a 52 week low, ATZ and SHOP are down 5-6%.

Yes the latter 2 have been doing very well lately, espectially ATZ but are there any other reasons these 3 are going down so dramatically vs the market , especially CSU.

Thanks


Sheldon

Q: I don't really like the way this has broken down today. Any news out there?

Q: In your Income Model Portfolio XHY shows a negative 24% return since inception, yet it yields 5.99%. I've held it in my RIF for many years but its price history is weak. Is this a good time to add or a value trap?

Can you suggest better options?

Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath

What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction

Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM


AM

Q: Hi 5 i guys. Nice start to 2026!! I have a small position in Frontier Lithium that I bought back in the Lithium heydays about 3 or 4 years ago. Since it is a very small position in our portfolio and it is in a TFSA, so the tax loss would be of no use, I just kept it so we would have a little toe hold in the lithium sector. The last few days FL share price has been on a rip to the upside but I can't see any reason why. In the past few years I have not noticed a strong correlation between FL's share price and the price of lithium, which I attribute to the fact that FL is still just a proposed project so the current price of lithium does not effect earnings, because there are no earnings. Is there something on your radar that might give us long suffering FL share holders an idea as to why the shares are up sharply the past few days? Would you use this rip to the upside to get out of FL or should I wait to see if it keeps its upward momentum? It seems like someone (person or institution) is trying to get a position in FL, but it is above my pay grade to figure out why they want in on FL. Our only other position in the lithium sector is an equally small position in E3 in Alberta (It least on that one I got a double and sold half my position is what is left is the house's money!!

Q: Could you help me to understand ZCS.L - accumulating units - ie. the nature and merits of " accumulating units ".
From the BMO web-site , this ETF appears to be identical to ZCS -their S/T Corporate Bond ETF except that distributions are made only annually .
Is this correct ?
Is this the only difference ?
For someone who does not need / want the income from ZCS's monthly distribution but just some FI allocation , is this a better option ?
Chart suggests so .
And would it also be a better option in this respect than HBB which makes no distributions but has a much longer ( undesired ) duration ?
Thank-you for the clarifications

Q: Can you explain why GFL CEO compensation is so much more than WCN and WM?

company CEO Annual pay Market CAP
GFL Dovigi $49.2m $15.2 B
WCN Mittelstae $ 7.3m $ 43.1B
WM Fish $17.1m $ 88 B

When would you expect these companies to perform better? Of the three which would you recommend today?

Q: Hello any idea why TOI is down 8% on Wed at 3:30pm? Lmn is only down 1% .
thanks

Q: CSU is making new lows. What should I do? sell, hold or buy more?

Thanks,

Lin

Q: Which company has the most growth going forward GRID or STN?

Thanks for your service!

Q: Why the big drop today.