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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: I'm looking to add some bitcoin exposure to my portfolio. What is the best way to do this? I know of MSTR and FBTC but I saw in a previous question that you prefer the bitcoin etf or whatnot to be in usd. Can you recommend some stocks or ETF that would give this exposure without having to purchase it directly?
Read Answer Asked by Danielle on May 20, 2025
Q: I am up 140% on GLXY. Thank you.

I believe the strong recent performance is due to its NAXDAQ listing.

If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.

It's RSI is overbought and CCI is bearish.

What is your take on this? Has it hit a short term peak and will pull back shortly?

Sheldon
Read Answer Asked by Sheldon on May 20, 2025
Q: So I bought GLXY at its peak of $34.00 and then watched it drop precipitously and then bought more at $15.00 so averaged out at $19.50 , it’s now $32.00. What a ride ! In my TFSA and still own.
I bought it because it is well managed, diversified in the crypto world, solid financials , future Nasdaq listing , and looks to benefit from Trump’s support of crypto.
While I have personally experienced its volatility I wish to mitigate such extremes as I recently experienced. I am worse at selling than buying a stock ( common to many investors ?) so am looking at stop loss orders. I believe you are not a fan but David Burrows uses them on every stock so thoughts vary on them. He uses point and click charts ? I was thinking of just using a simple % such as a 20% decline since it has such volatility. What is your suggestion on selling stocks and using certain dynamics when determining when to sell ? Thanks. Derek.
Read Answer Asked by Derek on May 15, 2025
Q: These 4 stocks , held in roughly equal amounts, constitute my TFSA , which holds my riskier , growthier companies. It’s early yet but could you give me 3 companies to review and follow before the next TFSA contribution.
Also, your choice of either PXT or TSU as potential picks. Thanks Derek
Read Answer Asked by Derek on May 15, 2025
Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!
Read Answer Asked by Andrew on May 13, 2025
Q: I want to put some money into an RESP for our newborn granddaughter. I will add some more stable growth stocks over time, but I want to start with 1 AI stock or ETF and 1 crypto stock or ETF, as the base.
These will be the buy and forget, holdings in the RESP
Can you recommend a couple US/CDN stocks and etfs in both categories, and your thoughts on whether US or Cdn currency is the better option. For a long-term hold like this, am I better to use stocks or ETFs, as the base?
Read Answer Asked by Grant on May 12, 2025
Q: Hello Team,

Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!
Read Answer Asked by Kevin on April 28, 2025
Q: I'm thinking of exiting WELL for something that will be growthier if the markets continue to recover. I have VHI, GLXY and PRL in the Canadian side of my TFSA. Can you suggest a Canadian Growthy stock regardless of sector?
Thanks!
Read Answer Asked by Kim on April 24, 2025
Q: I hold WELL, LMN, GLXY , EIF in roughly equal amounts in my TFSA and they are approximately 5% of my total cash and RRIF portfolios. My initial TFSA set up was for small cap growth stocks as other portfolios are full of banks , utilities, pipelines etc. Am retired and have enjoyed playing the “ riskier “ side of my portfolios , but haven’t made much money at it ! Am looking at selling it all and buying HTA for its
10 % distribution while keeping me in a growth sector. I like the idea of getting some money NOW instead of waiting till I sell. What do you think of this approach ? Possibly split the portfolio with HTA and EIF ? If I sold in stages in what order would you sell ? Thanks Derek.
Read Answer Asked by Derek on April 17, 2025
Q: I started accumulating positions in these the last couple of days with intentions of adding more. Was never able to get in at decent prices ever before. They have all bounced back today and are in green quite nicely which is great but they are only small positions and I wanted to buy more. Do I wait as this mess will give another chance to get in Or do i average up ? Any issues with anything on the list ?
Read Answer Asked by Andre on April 10, 2025
Q: Hi, holding a few of these losers now in my non registered accounts - they were nice winners just a short time ago. What are the best proxies for these as a tax loss strategy? If my holding is CAD and the proxy is US, should I convert CAD funds to buy US or avoid these situations? Also, at what $ or price % loss would you consider doing these tax loss trades? Thanks!
Read Answer Asked by Keith on April 09, 2025