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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: How much importance do you give ROIC when assessing the merits of an investment?
Read Answer Asked by Brad on February 18, 2026
Q: I need to raise some cash and am considering selling one of the securities listed. I have a well-diversified portfolio with a slightly overweight financial sector, hence the choices. Which of the three listed ETFs (I treat BRK.B as an ETF) would you sell? The criterion is the lowest anticipated return over the next 3–5 years. Thanks!
Read Answer Asked by Michael on February 18, 2026
Q: https://www.nextbigfuture.com/2026/02/ai-demand-and-profits-are-better.html

This comment is to replace the two I sent yesterday. Please delete them.

I wanted to rewrite to say that these charts and video from A16z (venture investors Andressen Horowitz) are a very interesting look at what is happening with Ai. The video goes through the charts with commentary which I think is good.

Thank You
Peter
Read Answer Asked by Peter on February 18, 2026
Q: Will you please let your members know if you see any significant insider buys from the Csu family as this could be the bell ringer for the bottom? What is a good site to track insider moves?

Thx
Read Answer Asked by blake on February 18, 2026
Q: Your thoughts on this company would be appreciated. I cannot see where they have mentioned the next earnings release date so if you have that I would appreciate it. Thinking it might catch an uptick from people looking for companies which benefit from a decent economy and are not susceptible to AI disruption.
Read Answer Asked by Robert on February 18, 2026
Q: Hello Peter
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions

I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks

all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up

Thanks

Michael
Read Answer Asked by Michael on February 18, 2026
Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on February 18, 2026
Q: Please rank these consumer stocks for a new buy and suggest any you may prefer. Thank you.
Read Answer Asked by Ken on February 18, 2026
Q: Please rank these pharma stocks for a new buy and suggest any you may prefer. Thank you.
Read Answer Asked by Ken on February 18, 2026
Q: Kindly rank these asset heavy companies for a new buy and please suggest any fitting the category you prefer. Thank you.
Read Answer Asked by Ken on February 18, 2026
Q: Do you think the Russell 2000 is likely to outperform S&P and NASDAQ in 2026-27? There are many Russell 2000 (and Russell 2000 subset) ETFs. Which would you recommend (CAD and USD) for a) general exposure and b) growth.
Read Answer Asked by David on February 18, 2026
Q: How high a percentage of your portfolio would you feel comfortable keeping in VIDY? Would that number be lower if one also had, say, an additional 5% in VXM?
Read Answer Asked by John on February 18, 2026
Q: More of a comment than a question. With all of the angst around sfotware stocks right now and the negaitve sentiment it reminds me of the memory stocks like Micron ( MU) back in 2024-2025, not that long ago. From June 2024 to April 2025 MU declined by 50% , much like TOi, CSU etc now.. only to recover 500% from the low to January 2026. Everyone hated memory then and love it now :)
Read Answer Asked by Chris on February 18, 2026
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