Q: Fairfax Financial is down 14 percent YtD and it trades at a very low P/E around 8. What would stop you from making this a core holding when much of the market seems expensive?
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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 Team,
Is SHOP a buy today for two year hold?
Many thanks!
Is SHOP a buy today for two year hold?
Many thanks!
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Apple Inc. (AAPL $272.82)
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Amazon.com Inc. (AMZN $212.00)
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Costco Wholesale Corporation (COST $998.15)
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Meta Platforms Inc. (META $682.14)
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Eli Lilly and Company (LLY $1,055.04)
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Walmart Inc. (WMT $129.28)
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Enbridge Inc. (ENB $68.09)
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ARC Resources Ltd. (ARX $23.08)
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Tourmaline Oil Corp. (TOU $61.47)
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WSP Global Inc. (WSP $265.50)
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Celestica Inc. (CLS $431.32)
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TFI International Inc. (TFII $166.40)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $158.38)
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goeasy Ltd. (GSY $132.00)
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Teradyne Inc. (TER $311.05)
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Fortis Inc. (FTS $54.03)
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Boyd Group Services Inc. (BYD $238.42)
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Nvidia CDR (CAD Hedged) (NVDA $43.25)
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Costco CDR (CAD Hedged) (COST $44.92)
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Microsoft CDR (CAD Hedged) (MSFT $29.27)
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Alphabet CDR (CAD Hedged) (GOOG $52.83)
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GE Vernova CDR (CAD Hedged) (GEV $55.00)
Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify
Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
Q: Tech stocks have been taking a beating recently and QMAX is feeling the pinch, down ~18% in the last three months. What price would you suggest as a good entry point?
Q: I have 8% cash in my portfolio after I sold all my CSU in December. I would like some suggestions as to what AI related stocks to purchase.
Q: Hi,
Hopefully this question is general enough to not be considered personal advice!
I've done very well with Zedcor and Kraken (thank you!). You often mention their high valuations. I wouldn't mind taking some profits to put elsewhere.
Given the recent sharp decline (especially Kraken), would you say it's still richly valued enough to sell a bit? Or might it be better to wait for a rebound, given its volatility?
Hopefully this question is general enough to not be considered personal advice!
I've done very well with Zedcor and Kraken (thank you!). You often mention their high valuations. I wouldn't mind taking some profits to put elsewhere.
Given the recent sharp decline (especially Kraken), would you say it's still richly valued enough to sell a bit? Or might it be better to wait for a rebound, given its volatility?
Q: Global X Lithium and Battery Tech ETF LI.
Do you think this is worth investing in?
Thank you.
Do you think this is worth investing in?
Thank you.
Q: With tech stocks taking a beating is it best to sell NBIS now or hold?
Thanks
Thanks
Q: Why is Kraken stock down today 7% ? Thank You
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Intuitive Surgical Inc. (ISRG $491.77)
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AbbVie Inc. (ABBV $221.85)
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Stryker Corporation (SYK $352.02)
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Veeva Systems Inc. Class A (VEEV $183.76)
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iShares U.S. Healthcare ETF (IYH $65.26)
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TransMedics Group Inc. (TMDX $136.67)
Q: I have owned this for a few years now. I had to be patient but you seemed to hold it in favour throughout.
I thought my patience was rewarded with good growth in 2025, but over the past few months, it has lost all that growth.
Can you explain what has been going on?
I'm also low in healthcare in my portfolio. This seems like a good time to redress that. What would be your top three buys for a long term holding? Do you generally prefer companies or ETFs for this sector?
Thanks for all the great work you provide. I was happy to renew recently.
I thought my patience was rewarded with good growth in 2025, but over the past few months, it has lost all that growth.
Can you explain what has been going on?
I'm also low in healthcare in my portfolio. This seems like a good time to redress that. What would be your top three buys for a long term holding? Do you generally prefer companies or ETFs for this sector?
Thanks for all the great work you provide. I was happy to renew recently.
Q: Other than the price, what is the difference between these two ETF’s? What would a complimentary ETF which does not sell covered calls be?
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Wheaton Precious Metals Corp. (WPM $190.73)
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Pan American Silver Corp. (PAAS $79.67)
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iShares Silver Trust (SLV $75.61)
Q: Hi right now would you buy into the Solver trade? If so would it be the metal itself or the miners or the royalty companies?
Can you please give me 2 or 3 of the top suggestions for above?
Thanks.
Can you please give me 2 or 3 of the top suggestions for above?
Thanks.
Q: Can you comment on the quarter?
Q: Do you know of any reason why Karman is down over 15% today (Wednesday)? I don't see any news. Is it just volatility? Thanks.
Q: Why is TFII having such a push over the last 2 days Feb 3rd and 4th. I don't see any news but I might be missing something
Q: I would appreciate your current thoughts on ATD - do I sense momentum - are they back on track? Any news you are aware of? Thanks
Q: Any reason why its down 16% ?
Sheldon
Sheldon
Q: X-TMX Group,any idea why this company is getting beat up besides the obvious software selloff,i would have thought they would have an impenetrable moat,do you see it rebounding or is their something else going on ...Thanks
Q: Hi Guys what do you think about Goeasy Ltd is it a good buy ?
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NVIDIA Corporation (NVDA $191.68)
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SoFi Technologies Inc. (SOFI $21.40)
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Robinhood Markets Inc. (HOOD $87.85)
Q: I have positions in these stocks, any in particular you would recommend buying the dip?