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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 am looking to establish a 10-year bond ladder within my RRSP as part of a broader effort to balance my portfolio. At present, I’m finding that my brokerage platform (BMO InvestorLine) does not consistently provide all of the details I need to make well-informed bond purchase decisions.

Question 1:
Can you recommend reliable sources or tools that provide key bond information such as credit rating, yield to maturity, seniority, and call features for Canadian bonds?

Question 2:
Is there a bond ETF you would recommend that closely replicates the structure and cash-flow characteristics of a bond ladder, as a DIY alternative to purchasing individual bonds?

Thank you for your guidance.
Read Answer Asked by Ronnie on January 22, 2026
Q: Practicing "let your winners run" I now find two of my stocks accounting for
29% of my portfolio of 19 stocks - CLS 18% and PNG 11%,

Is there a corresponding expression to tell when and how to decide they've run far enough and start cutting back ?

Thanks as always for your help. It's greatly appreciated.

John

Read Answer Asked by John on January 22, 2026
Q: Greetings,

Pondering on buying VHI but concerned about the supposed buyback yield of -Minus 20%

1. Does that mean 20% more shares introduced ? eek! Alarm bells or not?
2. Implications going forward? Your most recent comment was sell (is that still correct?)
4. Buy at what sort of price?
5. Insider ownership is at 10%

What to do?
Cheers
Read Answer Asked by Arzoo on January 21, 2026
Q: Between BAM and BEPC ...which do you prefer for income and growth in this current environment? I currently have a full position of BN for growth as well as a full position in BAM which provides some income but little growth as of late. I am considering selling BAM and moving to BEPC. I would appreciate your thoughts on this please.

GM
Read Answer Asked by Gary on January 21, 2026
Q: 5 Day-12.76%
1 Month-18.43%
3 Month-16.34%
YTD-13.70%
1 Year+25.12%

More recently SHOP performance has not been good. Is there any update/comment/analysis you can share with us as to why the weakness is occurring?

Has the outlook changed here? What are your thoughts please?

Sheldon
Read Answer Asked by Sheldon on January 21, 2026
Q: Canada and China have reportedly reached a tariff-related trade understanding, what stocks will you suggest to buy?
Read Answer Asked by kwokwai on January 21, 2026
Q: Have 11 holdings in a Non Reg account, 5 of which are ETFs as above . The other holdings are BAM, CNQ, EIF, ENB, GLXY, PNG, ZDC.
Would like to reduce the # of ETFs and distribute proceeds into ETFs/Equities that are left.
Your thoughts on which you think would be best (if any) to eliminate with a view to a tilt towards growth. Many thanks.
Read Answer Asked by Alexandra on January 21, 2026
Q: For a Value Investor, can you suggest 3names that have potential of good return in 2026 outside of Oil & Gas & Pipelines.
Read Answer Asked by Harpinder on January 21, 2026
Q: GMG Graphene has been on a tear lately. Can you give me an in depth analysis on the company and the possible future demand for its products. Are there any big players investing in it(mutual funds or ETFs)? I know of their partnerships w Rio Tinto, Bosch, University of Queensland and the Battery Innovation Center in the USA. What's the future potential of the stock? At what point would you guys start to get interested in it?
Read Answer Asked by James on January 21, 2026