Investment Q&A

Q: HI group i own the above stocks in the energy sector. Unfortunately some of them are lagers > Particularly NRGI ( down 23% have owned since inception???what gives Erik) Also worried about ARX ( Presently )up 36% but dropping rapidly in the last 6 months TOU ( breaking even but worried about performance as of late

ENB + FTS seem to me hanging in there So my question is what changes should i make while the sector is down and out. What should i do sell NRGI and buy TOU OR? (you suggestion please also should i keep or buy something else in the sector another thought is to ARX sell to buy TOU or ALT

Lastly the great AWAKING OF NATURAL GAS APPEARS TO ME TO BE STALLED YOUR COMMENTS AND SUGGESTION ON WHERE THE PRICE OF NATURAL GAS IN GENERAL IS GOING STALLED AND WHAT I SHOILD DO WITH MY ENERGY PORTFOLIO PLEASE thanks FOR YOUR HELP

Q: Hi Peter,
I have CAR.UN in my RRSP account for a number of years. It has performed poorly for the past year, though interest rate is heading downward which should be good for REITs. What are the reasons, apart from immigration restriction, for the negative momentum for CAR.UN? I’ve a 13% loss on this stock and I am thinking of selling it with no tax loss benefit and buy another REIT. Please suggest a few REITs that will provide a stable dividend and flourish in this economy. I’m thinking NWH.UN can be one possibility but it is at a year high. I already owned DIR.UN, BEI.UN and PLZ.UN. Thanks.

Q: When you look at the fundamentals of RAY.A, would you add to a partial position now? What growth would you see for RAY.A over the next 2-3 years?

Q: I have extra cash on the sidelines. would you rank the following stocks in terms of performance over the next 12 months - with no reference to holdings %, or other stocks in my portfolios.

BMNR - GRNY - BRK.B

May I also have your thoughts on WHY for the company you would pick first.

Thanks

Q: The quarter looks pretty good. Your thoughts? I'm in at approx $108USD (3% position). Would you be comfortable with averaging down?

Q: I received notice from my brokerage that contained a US news release for Upbound Group that announced a new cfo- one coming from GSY. Can you confirm that this is another mgmt change at GSY, not previously reported. If so any worries on the executive turnover, I know GSY has a deep bench but so many senior level changes are troubling to me.

Q: Please give me your thoughts on this companies? Is it a good growth prospect and what about its perspectives in a 3 years range ?

Thank you in advance

Q: In your answer to Paul F’s question it sounds like GLXY has many parts. If so, is their future success likely to be constrained due to being “ jack of all trades, master of none”? Or are they strong enough in all the areas you mentioned to provide the leverage to be a likely BIG player in the near and long term?

Q: Good Morning
What are your thoughts on the big buy made in the US?
THKS
Marcel

Q: Hi, what are your thoughts on Stride - getting hammered today, but after the dust settles (over the next few weeks), is there value in this name? Thank you

Q: Any particular reason for the underperformance?

Q: I was wondering if there is any way you have to see whether employees of these companies are buying the dip in real time?
Thanks

Q: Purely an fyi.
This is in reference to recent questions with CSU. Yesterday, I was wondering why CSU had fallen so much and I asked MS Copilot. It informed me that it was due to issues with their Q3 earnings results... I thought it was possibly hallucinating. The ability to spread misinformation has become increasingly easy. I copied the link it was referencing. "https://www.abcmoney.co.uk/2025/10/constellation-software-tsx-csu-stock-falls-2-on-q3-earnings-miss-october-28-1-2b-cash-fuels-ma-outlook/".

Q: Lately I’ve noticed that aside from AI tech, financial, and gold stocks, most other sectors seem to be sliding. Are we in a rotation phase right now? Would love to hear your thoughts—any idea when the rest might start to move?

Q: I have experimented with several AI engines (including ChatGPT , Grok, and Copilot) and have noticed numerous inaccuracies when cross-referencing against reliable sources. I’ve also found responses somewhat sycophantic. At best the tone of responses I get are overly deferential, even when I am careful to keep my prompts neutral and precise . This can lead to incorrect conclusions and wrong decisions.
Please share your insight, views and comments on which premium AI platform currently provides the most reliable and *up-to-date* forensic data on businesses for informed buy or sell decisions. I’d appreciate your insights and , if possible, specific recommendations.

Q: Looking to add to my defense holdings. Can i have your thoughts on Boeing...is it a value trap? Would you have any other picks in the space that aren't too extended or just go to an ETF? Thanks.

Q: Over four percent decline today, no readily apparent reason. Is this a an opportunity to add to current holdings?

Q: Hi 5i,
What do you make of the Apollo offer to take papa johns pizza private at $64 and the likelyhood it will be successful.

Would 5i have any interest in papa johns at these prices....

Currently hold 1/4 position, Would you continue to hold or exit
thx

Q: For growth in my TFSA, would you prefer TMX Group over GSY and why? Thanks

Q: Do I understand correctly that CSU share price has dropped because of AI-generated misinformation and it is now a bargain today? Or is something else going on?