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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 know you still like BN even as a top pick for TFSA but since all the other private credit names are suffering this one seems to be lagging. I know you feel it is not the same, but it seems like others see it as similar to Apollo, Blackstone, or KKR and are lumping it with that group. Can you please explain how we need to view this company differently and how to remain patient?
Read Answer Asked by Neil on February 27, 2026
Q: Hi Guys

I hold Stantec and WSP and looking to add to one. Looking out 5 years would you have a favorite today?

Thanks Stuart

Read Answer Asked by Stuart on February 27, 2026
Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
Read Answer Asked by Keith on February 27, 2026
Q: I own no Tech. What would be your 5 best company and/or ETF choices listed in Canada. Thanks, great service.
Read Answer Asked by Curtis on February 27, 2026
Q: Of Canadian Utility companies, which have the most intriguing growth potential? CPX seems to stand out, but what do you think? Or is an ETF (ZWU/ZUT) the best way to go.
Read Answer Asked by Curtis on February 27, 2026
Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen
Read Answer Asked by Stephen on February 27, 2026
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