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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 building a diversified portfolio of healthcare stocks. I own JNJ, AMGN, MDT, CVS and MRNA. These are 2.9%, 3.8%, 2.5%, 4% and 0.5% of my portfolio respectively. Is this a high quality portfolio? Would you recommend any changes?
Read Answer Asked by David on October 08, 2025
Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.
Read Answer Asked by William Ross on October 08, 2025
Q: Hi,

I have been trying the understand the pros and cons of covered calls and options ETFs by looking at previous questions on the subject. I spent considerable time on the matter and I am more confused than ever.

Would you be kind enough to summarize your views on the matter and, if you are really positive about it, please provide a list of the best ETFs suitable for a strong growth investor.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on October 08, 2025
Q: I hold SLF and MFC for income and a little growth. Do you see the need to also own POW for the same mandate? Can you help explain the significant outperformance with POW this last year compared to SLF and MFC?
Read Answer Asked by Ian on October 08, 2025
Q: Hello, back on June 2nd in a response to a question on NFG, 5i said "we would like to see its price rise above $3 to signal a potential reversal in its price trend." NFG is $3.45 at the time I wrote this. Do you think the reversal in the price trend is underway? Is there an underlying driver behind this reversal other than the price of gold continuing to go up?
Read Answer Asked by Brad on October 08, 2025
Q: In a recent G&M article, Bell and Rogers could soon have competition for direct-to-cell customers from Starlink.

What future impact, if any, would this potentially have on Telus? This will be my only remaining Telecom stock, which pays me a fairly significant amount of my dividends. Do we know if there is a huge risk of future disruption for Telus?
Read Answer Asked by James on October 08, 2025
Q: Emerging markets sure seem to be emerging from the doldrums. What do you see as the short and long term futures here? What ETFs to you recommend in both CAD and USD? Are there any particular parts of the world you would focus on & is there a specific index that covers the emerging markets?

Thanks

Paul
Read Answer Asked by paul on October 08, 2025
Q: Hi, could you suggest a couple each of your fav. small, mid and large cap biotech stocks and why you like them.

thanks, M
Read Answer Asked by Mark on October 08, 2025
Q: What would be your general guidelines in investing in private equity and private credit. And/or, if the question exceeds the scope of this plateform or expertise please refer to sites or books that could be of interest.

Thank you for your excellent expertise
Read Answer Asked by Jean on October 08, 2025
Q: Can you list companies that are in the field of anti-drone activity or defending civilian areas against drones? Is this an investable theme or have the moves of the above companies already reflected some of what we are seeing in the news from Europe? Are there any companies that deal specifically with countering this threat and if so, are they already overbought? Hoping for niche companies in the specific area described but if the listed stocks address this, please explain how and if that makes them a buy. If someone is developing or has great tech to handle this issue it would seem they are primed to get lots of orders. Thanks
Read Answer Asked by Tim on October 08, 2025
Q: I've held PFZ for a long time in my RRSP (now RRIF) and my US account. The 10-year return is low. Is there an ETF that could replace this security in my US account and RRIF?
I'd like to improve the return and understand if there are any negative tax impacts.
Thank you.
Read Answer Asked by Serge on October 07, 2025
Q: Could you give me a bit of history for PNG? Has it signed any large contracts recently? Where does most of its revenue come from? Are the tariffs having an impact on their revenue? Is there much competition in North America and who are its competitors ?
Would this company be worth buying now or would you choose one of its competitors given its small size.
Thanks
Jeff
Read Answer Asked by JEFF on October 07, 2025
Q: Kraken Robotics seems to draw a lot of attention, over past 2 days, specially following Mr Carney's announcement about increased defence spending/submarines.

Do you view the stock's rise to current levels sustainable in near term, with 35% gain within a short span of 10 days, with no company specific news ? ( With volume 4X average )

Is the stock expensive now on Price/PE basis, considering its unique technological moat and expected growth over coming years ?

Would you recommend, we add to a 1% initial position ?

Thank You
Read Answer Asked by rajeev on October 07, 2025
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