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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: Hello, Can you please share your thought on below scenario. LMN/PRL are my favorite. if you have any comments or suggestions please let me know

1. is it too late to sell LMN for Tax loss selling? take some loss for the tax? and switch to PRL ?and buy back after 30days?

2 just sell 50% of LMN? and switch to PRL ? and buy back after 30days?

3.do not go into switching game. just stay with investment

Thank you!
Read Answer Asked by Maulik on December 03, 2025
Q: Hi Peter and Team,

This is a political/economics question. What are the chances of the new pipeline being built? As I understand, no company has expressed real interest yet. I also read that Enbridge has excess capacity, and that they're willing to utilize it.

In any event, is there anyone who, in the short term, will benefit from this uncertainty?

Thanks as always for your insight.
Read Answer Asked by Jerry on December 03, 2025
Q: What do you make of Michael Burry's comments about there being an AI bubble? Thanks,

Jason
Read Answer Asked by Jason on December 03, 2025
Q: Can you give me your opinion on the actual state of these shares Astera labs and Arista networks ? And how you see their possible evolution in the next future (1-2 years)?

Thank you in avance and thank you for your professional service
Read Answer Asked by Gabriel on December 03, 2025
Q: What do you think about the recent insider tech sell off by Peter Thiel, Jeff Bezos and Mark Zuckerberg, and others? Is this a signal of an incoming tech and general market crash?
Read Answer Asked by Joshua on December 03, 2025
Q: Can you elaborate a bit on your philosophy “Letting Winners ride”? Very difficult to do so when consistently managing position sizing. I own companies you have serious conviction in (BN, CSU, CLS, GOOG) that are becoming larger allocations in my portfolio. They feel like “Winners”, so why trim?

Can you provide an example or two that you personally have let winners run? And maybe a reason why you chose not to trim?

Thank you
Read Answer Asked by Nick on December 03, 2025
Q: Hi, I read a quick article today about one of the billionaire investors who was praising Bitzero. What do you know about this stock, and how would it compare with HIVE in your view? As well, rather confusingly, Bitzero seems to have two different stock tickers in Canada. Which one would be more recommended? Thank you for your service.
Read Answer Asked by GeeMac on December 03, 2025
Q: I'm into some speculative mining and resource picks. I have high risk tolerance. Do any of these names stand out to you as attractive?
Read Answer Asked by Patrick on December 03, 2025
Q: There seems to be alot of innovative ETFs coming to market now a days. Specifically Enhanced income ETFs (such as Hamilton HDIV or HYLD) and 0DTE (such as Hamilton SDAY and QDAY). Both have different approaches to generating income. What are your thoughts regarding the two differnt approaches, is one better than the other? Safer? Or are these both too risky to even consider for anybody? How could they be used in a portfolio responsibly?
Read Answer Asked by Mike on December 03, 2025
Q: This company is just on the verge of revenue positive marking a strong step in their growth. On top of that, they've just hit the first step of proving out the H2 feasibility of their solution - is this a good time to buy in to the company w/ a small position?

It has a long way to go but since each H2 project is tied to a contracted volume this limits risks so long as execution doesn't get in the way.

Any thoughts on this company?
Read Answer Asked by Cathy on December 03, 2025
Q: I currently own MSFT and GOOG . MSFT is at a loss((down 20%) in a Registered Acct and I am reviewing switching to GOOG or AMZN for better returns. I am currently 10% of portfolio in on GOOG so am pondering the switch to GOOG. Do you think a bounce is expected with share price of MSFT in the next 6-12 months is possible?
Read Answer Asked by Elizabeth on December 03, 2025
Q: I am looking at taking some profits and rebalancing my portfolio heading into the end of year, I have historic tax losses that will allow this without issue…
I am currently at approximately 70/30 (Stocks/Fixed Income, Cash) , looking to move closer to 60/40. Do you think this is being too conservative heading into the end of the year?

Thanks
Tim
Read Answer Asked by Timothy on December 03, 2025