Investment Q&A

Q: Hi Folks,

At the time I’m writing today, PNG is down 9% today on no news that I can find.

Is there anything out of the usual worries (Tariffs etc) that are affecting this company?

Thanks for easing my jitters!

Q: Dear Peter et al:

The deal between these two just hit the wire. I know CDE is one of your picks in Silver.
What is your take on CDE following this announcement?

Q: Could you give an update on this company and how it fits into Strathcona's plans?

Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!

Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks

Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Q: I bought Aecon (ARE) back in 2023 with income in mind, entering at $11 and locking in a dividend yield close to 7%. In November 2024, when the stock climbed to $28, I asked whether it might be time to realize the gain. You encouraged me to hold and see how things unfolded. Shortly after that conversation, the stock dipped sharply to $15.

Just to be clear—I’m not blaming you at all for that. I appreciated your perspective then, and I still do now. I’m simply revisiting the decision with fresh eyes, given how things have evolved. Aecon has always been a bit of a yo-yo—volatile by nature. And I know myself: once I sell a stock like this, I won’t buy it back. That’s why I’m approaching this decision with care. The recent contract Aecon signed to expand into the U.S., especially in nuclear infrastructure, feels like more than just a bounce—it suggests real strategic potential.

Fast forward to today, and Aecon has rallied to a new high of $32. My position is held in a margin account, and I’m sitting on a capital gain of $22,900. Of course, selling now means paying tax—but so would selling later. The dividend yield gives me about $834.48 annually, which is modest compared to the capital gain.

You once told me to hold Aritzia and not to fear a likely weak quarter. That advice turned out well. And when Aecon announced its U.S. expansion, the stock responded strongly. I appreciated your insight then, and I trust your judgment. Now, I’d love to hear your thoughts on this one.

So here’s where I’m at: should I sell now and lock in the gain, or continue holding for long-term income and potential upside? I’m not looking for reassurance—I’m looking for your clear-eyed analysis.

Thanks in advance—I really value your perspective.

Q: Hi there - if you were entering into a single stock competition with just one stock to hold for the next 5 to 10 years, which would it be? One for Canada and one for the US, as a "Finals" and then between the two - which would be the single best stock as your selection? Thanks!

Q: I currently have only limited representation in my portfolio of International markets (a few ADR's and a few ETF's). In an uncertain world, I understand it is difficult to have a high degree of confidence in what economies may do well or poorly at present, however I would appreciate your best efforts!

I am interested in 3 ETF's that you believe would show growth >5% over the next 5 years; ones that would be suitable in a "balanced" portfolio verging on a "growth" portfolio. I already own VEE and XEF.

I would also appreciate 3 specific foreign publicly traded stocks (accessible to Canadians via ADR's or markets) that fit nicely in the "growth" category. I already own ING, RACE, ASML and NBIS.

Thanks very much for your insights.

Dave

Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Q: Can you comment the results et your views

Thank you

Q: Hi there,

Why is TXN falling so much from its high of approx 220.00 in August? Do you see this as a short term issue?

Ok thanks!

Q: Morning. What's you're take on this spinout company? Earnings potential, growth etc. Worth taking a position?

thx, M

Q: Going into earnings what are your thoughts on how BKSY, SRAD and ORCL are performing? How is your confidence in these names moving forward?

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!

Q: what is the payout ratio on the PFE dividend? on a percentage basis what is the chance of a dividend cut? thanks Richard

Q: To what degree are you leveraging AI to help answer submitted questions? What platform are you using?

Q: What do you think of XBI here? It seems to have broken out. When biotech runs, it tends to run hard.

Q: India does not answer the phone anymore when the Washington boy calls.

It buys cheap energy from Russia, has a young demography and a British rooted law system.

It even has a french minority among other things.

If you wanted exposure to India, witch ETF would you buy?