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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: Many Small/Mid cap stocks have seen added volatility over recent weeks. What would be your current top 5 CDN and US Small/Cap stocks in this market?

Thanks
Tim
Read Answer Asked by Timothy on November 18, 2025
Q: How would you rank the listed companies at current levels for new positions in a growth oriented portfolio?
Read Answer Asked by Andrew on November 04, 2025
Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!
Read Answer Asked by Keith on November 03, 2025
Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?

Thanks
Read Answer Asked by kim on October 31, 2025
Q: These two stocks were recommended as AI growth investments relating to data centres. Could you provide a comparison of the two in terms of upside downside relative valuation and whether you would buy either or both at this time with confidence for a 3 year hold. Thank you.
Read Answer Asked by Ken on March 27, 2024
Q: Hi team,

I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.

I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.

Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?

Oh, I'm not a big fan of tobacco companies.

Thank you for the great service and I really appreciate your insights.

Stephan
Read Answer Asked by Stephan on May 30, 2023
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