skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Guys
I am a long term investor and have owned NFI for quite a while and done well with it. Thinking of selling it and buying Linamar thinking that NFI is a little less stable. And remembering you guys have not been too keen on it. Any thoughts on Linamar as a replacement. Or would you have another suggestion in the industrial space CDN or foreign?

Thanks

Stuart
Read Answer Asked by Stuart on March 19, 2026
Q: Hi, I’m starting to slowly invest outside of North America because Canada is a little too layed back, and government is not very aggressive, they would rather just tax us.( my opinion), and the U.S. is what it is right now, and markets do not like uncertainty.
I started with VIDY for now, but I see that about 20% is in Japan, I don’t think this is bad but it is quite a bit.
My question for future buying, is country specific that important? And could you list 5-6 countries outside NA that are your favourite to invest in.
Thanks
Read Answer Asked by Brad on March 19, 2026
Q: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!
Read Answer Asked by Keith on March 19, 2026
Q: Would it be possible to add a checkbox to the search function so it could return results "only" about the one company searched for? Some popular names appear so often as part of lists (e.g., "can you rank x y and z") that it's hard to isolate company-specific questions and answers.
Read Answer Asked by Martin on March 19, 2026
Q: Any thoughts on this ETF for income? Nice yield and low fees.
Read Answer Asked by Samir on March 19, 2026
Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?
Read Answer Asked by Bryan on March 19, 2026
Q: What do you feel are the best opportunities right now in the market as a growth investor? Can you provide reasons and your top 5 opportunities in order please? A risk and growth potential rating for each. 1 being low risk and low growth potential.
Thank you
Read Answer Asked by Nick on March 19, 2026
Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.
Read Answer Asked by Kim on March 19, 2026
Q: Can you give me an idea of the relative value of the two Brookfield Infrastructures? Seems like BIPC is somewhat expensive and buying focus should be on the units (bearing in mind the tax issues)? Thanks
Read Answer Asked by Michael on March 19, 2026
Q: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.

Great service you provide. Thank you
Read Answer Asked by ric on March 19, 2026
Q: Any concerns with short Int % for NBIS at 17% and GLXY at 12%? At what % level do you start to get concerned and what are some things to look out for when you see these elevated short Int? I know its personal for everyone, but for a growth investor with medium/high risk, what % allocation would you suggest for these names given their risk and volatility? Would it be somewhere between 2.5-4%? I have NBIS at 4.2% and GLXY at 3.5%. I believe both have good long term potential. Thanks!
Read Answer Asked by Keith on March 19, 2026