Investment Q&A

Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.

Q: Do you have a preference at this time between BYD, FTT and HPS.A for a long term hold.

Q: Hello, could you comment on BOYD earnings?

Many thanks
Stephane

Q: hi group thinking of selling BYD.CA presently trading at break even /held it for many years but been dead money time to sell? (ITs in my TSFA also own FTS ATZ,TOU BAM ENB FFH in what order should i add if decide to sell BYD:CA or hold the cash for now as there may be better opportunity in the near future sure looks like a market correction to me

Also same with NRGI the only money made here is on the dividend (owned since inception) what should i replace it with ? again maybe just keep the cash until things recover a bit? its in a cash account

Not happy with my tech holdings either own GOOG AMAZ NVDA MSFT CLS SHOP (12 % of my portfolio ) is that too much or not enough exposure for this marketthanks for your help with this

Q: Could have I an update on your views of Boyd group. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .

Q: Does "BYD" reported earnings yet? If yes, could you please analyze the earnings, and give a guidance on buy, hold or sell.

Thanks,

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

Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.

Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Q: Hi Group looking at selling FFH+ GSY+BYD ( While I still have some profits in BYD and FFH...GSY seems like dead money down 20% and use funds to start positions in CLS And GDXJ Both would would be in my TSFA) what do you think? looking for Max growth in my TSFA...Also what would your top 3 picks be using this same criteria ....PS am 74 years old

Q: I've been going through my portfolio and reevaluating if some of the stocks should continued to be held or sold; one such is BYD. I've held it for over 5 years, earned some money on the dividends but its still in the red. Do you think BYD should still be held or do you have any recommendations for its replacement?

Q: Based on your prediction that small caps may do better than large caps in 2026, which of the above do you think are ready to giddy up ie: best chance for a 12 month return > 15%. Thank you

Q: I see you have removed FSV from your recommended list - if one wanted growth and small dividend would you replace with BYD? Are they both play on the consumer across North America? Does one have a more reliable rev model?

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Q: With the recent drops in stock mkt. Could u suggest 5 undervalue Cdn. dividend & growth stocks, as well as 5 under value US dividend & growth stocks. Take as many credits as u see fit

Q: Hello everyone,

I have to execute some tax loss selling, and I would appreciate it, if you would rank the following securities from a sell order perspective:

- Saputo, (SAP), Richelieu Hardware (RCH), Restaurant Brands (QSR), Boyd Group (BYD), and Emera (EMA)

Cheers.

PK

Q: Good Morning

Wondering what your thoughts are on byd 3rd quarter results

Thks
Marcel

Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Q: Comments on the outlook for Byd after this big acquisition. How does this compare to the glass acquisition and will it have the same effect?

Thx

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