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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: A while back my phone kept giving me updates about Poland's stock market performance which I thought rather odd. However it sounds like their economy has experienced a lot of growth lately. Is that likely to continue? Are there any ETF's (US or CA) that you might recommend if one wanted exposure to Poland? I realize you don't follow non-NA markets that much but any info you can offer will be appreciated.

Regards,
Zara in BC
Read Answer Asked by Zara on December 08, 2025
Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
THX
Read Answer Asked by blake on December 08, 2025
Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.

We presently own only ENB, in the sector ( which acts more like a utility ).

Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?

If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?

Thank You
Read Answer Asked by rajeev on December 08, 2025
Q: wish to park some money, which one of these eft's do you suggest with reagard to liquidity, capital loss/gain, and actual long term yeild
Read Answer Asked by Ron on December 08, 2025
Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you
Read Answer Asked by DAVID on December 08, 2025
Q: Do you include dividends in the calculation of your total return for each stock in you Portfolios? I do and find in very helpful as to me Capital appreciation + dividends = total return. It is amazing the compounding effect over time.
Read Answer Asked by James on December 05, 2025
Q: Please update your opinion on CVLT including details on guidance and any contract wins. It came onto my radar after Ryan made an appearance touting it as one to watch. On Sept 4, you mentioned in a question that it was ok but expensive and preferred others. At $120-125 per share does it represent an opportunity or is it still expensive? Why or why not and if NO, at what price does it become a yes based on potential?
Read Answer Asked by Tim on December 05, 2025
Q: Can you please update your opinion of PSN based on the news from today and negative market reaction? What did the market not like with the new contract?
Would you recommend a new position if it can be bought below $73 or is there another level, time period or follow up news item that you would need to see before initiating a new position? Finally, would you rank it in your top group of favourite growth stocks after today's news and market reaction? If not, please state two that look better based on this weeks news and market activity
Read Answer Asked by Tim on December 05, 2025
Q: Everyone, in today’s environment of instant information and volume of information how far back in time should you use information for decision making (with the exception of financial data)? 3 months, 6 months? Clayton
Read Answer Asked by Clayton on December 05, 2025
Q: I have a small position in CN and I’m down about $7 per share. I have some funds to invest and was considering buying some more CN and average down, switch to CP or open to other ideas. I appreciate you can’t give personally advise, but curious in this case where you would head. Thanks and all the best in holidays.
Read Answer Asked by Steven on December 05, 2025
Q: Please provide a list of 10 sector diversified Canadian Dividend payers assuming $500,000 to invest and $50,000 in each one. Please also provide an additional 10 that have a reasonable dividend with more growth than the first list where I might consider allocating $10,000 from the $50,000 allocated to the safer first 10 names suggested.
Read Answer Asked by John on December 05, 2025
Q: assuming that AI will eventually assist in allowing transportation/logistic companies to become more efficient, would DSG and TFII be the logical choices? any other suggestions - US or domestic
thanks
Read Answer Asked by Robert on December 05, 2025
Q: How would you define a "core holding" in a portfolio? The above listed companies I consider to be core holdings. Does this list broadly match your definition of what type of companies should make up core holdings in a portfolio? Are there names in that list that you would NOT consider to be "core holdings"?
Thank you for your work and please deduct as many credits as you see fit.
Read Answer Asked by John on December 05, 2025
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