Investment Q&A

Q: On the off chance a 100 others don’t ask, looking for an updated opinion on DRX after earnings miss. Still making money.

Q: Hi team,
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.

Q: What to do with $10864 in TFSA? At 74 years I exist on a public sector DB pension.

Transitioning my TFSA to be more growth focused. 14 holdings currently, major ones being BN, TRI, TFII, TVK, KXS, TOI, EQB, LMN, DSG, PNG, DRX, REAL, S, EGLX. Also have 41 equities in much larger balanced dividend growth non-reg account but Brookfield Group is pushing 15% of total portfolio with overall 65% Canada exposure. Overall below sector targets in consumer cycle, health, RE, Industrial, Utilities as well as International exposure.

Realizing you cannot get personal but I am looking for another viewpoint on how to use the funds in TFSA this year besides adding more Brookfield or software or financials. With available funds could only add 4 units of CSU anyway.

Q: Just sold in our joint account for tax loss can I buy back in an individual account before 30 days and still claim the tax loss jointly?

Q: I have been considering selling the following companies for tax loss. Do you think they are reasonable candidates? Or do you think there is too much bounce potential going into 2026. Would you be able to rank them in the order you would consider selling them from most attractive for tax loss to least. Thank you.
John

Q: Please comment on the 3rd q results. For a company that got hammered by tariffs, it seems to be adjusting ok.

Q: In my TFSA the following companies are all in the red: ATS, DRX, KSI, LUCA, NTR, PSI, PXT. Can you suggest which ones are likely to recover in the next year or two, and which ones I could sell as laggards and reinvest the money in something "growtier". Thank you.

Q: I've developed my own list of tax loss selling candidates some of which are common to your list. In what order would you purchase and are there any that you would consider a value trap or worse?

Q: can i have a list of canadian companies who's return on equity is greater than their p/e. thx

Q: Sold TIXT in tfsa (11 equities) as do not want to hold Telus in this growth leaning account as I already have some in cash account oriented mostly towards dividend paying growth equities. So looking at which of my “better” remaining tfsa holdings to add to for next 18 to 24 months: lmn, tvk,dsg, drx or eqb or do I consider something new like png, vhi or zdc? I am long retired and survive on a DB pension.

Q: I currently hold ADF Group and Propel holdings in my TFSA. I am considering selling these and adding to Galaxy Digital and Zedcor, which I have very small positions in. The objective would be better growth. I would appreciate your comments.

Q: Hey 5i.Could you please give your up to date outlook.Can you see any interest in bringing back to a portfolio? What would it take to spike your interest to do so? Thanks Larry

Q: What do you do about a stock like DRX? It has signed a nice contract which has caused the stock to pop 20%. Looking back to 2024, the stock had a nice run, got hit by tariff news and was trending down 9 months and now its getting its mojo back. The downtrend has broken to the upside now and fundamentals have turned positive. What are your thoughts going forward and do you see an investor re-entering the stock?

In general, when you see a company like this rocket higher, get dragged down by fundamentals/external factors (tariffs, etc) and now are recovering, how do you approach these kind of situations? Would you be a buyer again now and do you see the stock heading back up to its old highs? Thanks!

Q: What is your opinion of ADF Group's new contract? The market likes it obviously. Would this be a good time to add to a starter position? Thanks.

Q: Good Day Team: I could break even on DRX and buy double the amount of shares of WELL .Make any sense? Or would you hold or replace with a better option such as ? Thanks Larry

Q: Hi, I got in when it was supposedly cheap, at about $12.80. It's now hovering at around $8. As a non-resident, selling for tax losses doesn't apply. As you wrote recently that you're not fans of investing to break even, do you have any opinions on possible moves? Sell some at a loss to invest in better stocks, hold for a while and see what happens with tariffs, hold for a longer period of time as this is a good stock and we'll pay off over the next couple years? Thank you for your time.

Q: ADF Group reported revenue down, income down, margins lower, but the stock had a very positive move up. What's your take on the stock at this point?

Q: Hi, I bought this when it looked cheap, and it's dropped about 40% since! Part of me wants to hold on, but I also feel that selling at a loss would let me invest the money into better stocks. How would you view the growth of this company over the next one or two years, please? Thank you.

Q: This seems like a very cheap company. Would you recommend a small holding in a diversified portfolio?

Q: In my TFSA I have held WELL for 4 years and now considering selling along with DRX. Would selling these 2 and replacing with ISRG make sense for better growth.