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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: Is Larry Fink betting a major part of BLK’s future on block chain and more specifically ethereum. BMNR has been mentioned as a potential acquisition to get the amount of ethereum that BLK would need to achieve a strong position in that market.

Does your research suggest that all this is likely and/or in action. AND would you consider this to be a good time to buy BLK shares ? Thanks
Read Answer Asked by Donald on December 08, 2025
Q: On the weekend, a prominent Canadian brokerage report noted the following:

" The Dow Transportation Index has outperformed the Dow Industrial Index by 405
basis points in November — the most we have seen since June 2023.
Through December 5, the Dow Transportation Index has continued to
outperform the broader index. Since the week ending November 21, the Dow
Transportation Index has outperformed the Dow Industrial Index for three
consecutive weeks and five of the last six weeks. "

The analyst also commented that most of this outperformance emanated from Freight equities and that they have seen a pick up in Dry van TL rates which gives them optimism that the freight cycle continues to slowly turn higher after a more-than-four-year recession.

They view TFII to be the greatest beneficiary of this turnaround.

Do you agree ?

And if one has no exposure to Transports, would this be a good time to initiate a position in this sector ? Also, what would be your preferred name among TFII, CNR and CP and why ?

Thank You
Read Answer Asked by rajeev on December 08, 2025
Q: A while back my phone kept giving me updates about Poland's stock market performance which I thought rather odd. However it sounds like their economy has experienced a lot of growth lately. Is that likely to continue? Are there any ETF's (US or CA) that you might recommend if one wanted exposure to Poland? I realize you don't follow non-NA markets that much but any info you can offer will be appreciated.

Regards,
Zara in BC
Read Answer Asked by Zara on December 08, 2025
Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
THX
Read Answer Asked by blake on December 08, 2025
Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.

We presently own only ENB, in the sector ( which acts more like a utility ).

Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?

If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?

Thank You
Read Answer Asked by rajeev on December 08, 2025
Q: wish to park some money, which one of these eft's do you suggest with reagard to liquidity, capital loss/gain, and actual long term yeild
Read Answer Asked by Ron on December 08, 2025
Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you
Read Answer Asked by DAVID on December 08, 2025
Q: Do you include dividends in the calculation of your total return for each stock in you Portfolios? I do and find in very helpful as to me Capital appreciation + dividends = total return. It is amazing the compounding effect over time.
Read Answer Asked by James on December 05, 2025
Q: Please update your opinion on CVLT including details on guidance and any contract wins. It came onto my radar after Ryan made an appearance touting it as one to watch. On Sept 4, you mentioned in a question that it was ok but expensive and preferred others. At $120-125 per share does it represent an opportunity or is it still expensive? Why or why not and if NO, at what price does it become a yes based on potential?
Read Answer Asked by Tim on December 05, 2025
Q: Can you please update your opinion of PSN based on the news from today and negative market reaction? What did the market not like with the new contract?
Would you recommend a new position if it can be bought below $73 or is there another level, time period or follow up news item that you would need to see before initiating a new position? Finally, would you rank it in your top group of favourite growth stocks after today's news and market reaction? If not, please state two that look better based on this weeks news and market activity
Read Answer Asked by Tim on December 05, 2025
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