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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: Kraken Robotics shares lost 10% in Thursday's trading on a day when most defence stocks closed higher ( Even with DOW and Nasdaq closing in red ).

What could be behind the selling ? Should we be concerned ?

With Anduril Inc, expected to go public, some time this year, my impression has been that PNG should be acting strong ( as a proxy ). Your thoughts, please.

Thank You

Read Answer Asked by rajeev on February 12, 2026
Q: Apparently the brokerages which deal in the gold trade were recently advised, by the regulator, to revise the allowable margin calculation. (based on gold holdings). This significantly reduced the allowable margin amounts. I understand that a letter from the regulator suggests that the reason for the change is that it views that the price of gold, and the volatility are too high. Too many investors might get hurt.
My question is: Is the regulator all that altruistic or are there geopolitical issues at play here which a prudent investor should be aware of?
Thanks for your insightful thoughts.
Ian
Read Answer Asked by Ian on February 12, 2026
Q: Terravest stock seems to be losing its lustre as a reliable compounder. Over past year, Co has not displayed much consistency with its earnings. One quarter is good then the next is not so much. Tariffs continue to haunt its prospects for growth and profitability.

Management has done well on acquisition front, but debts also continues to rise.

Stock has been in 5i portfolio for many years and has done well.

How many quarters, in your view, it could take for the Co to generate more confidence with investors ?

Thank You

Read Answer Asked by rajeev on February 12, 2026
Q: Would appreciate your advice on ranking our material sector holdings with the goal of consolidating those with the highest conviction. Would you suggest others in this sector that could be added - such as NTR.
Read Answer Asked by sam on February 12, 2026
Q: Hi there, can this price action for CNQ continue to be supported here?
Why the strong march upward today, Wednesday?

Why the sudden increase in these shares in 2026?

On the flip side, why is LGN so muted here and not participating at all?
Is it tightly held and controlled?

Can PEY continue its upward march here too and why?

Thanks!
Read Answer Asked by Hussein on February 12, 2026
Q: Peter; Did someone put “ sell everything” in everyone’s coffee thus AM? Rod
Read Answer Asked by Rodney on February 12, 2026
Q: Hi there. I'm looking at selling my position in Propel and adding to GRID and FORTIS. I am seeing some cracks in the economy and think these other two companies may benefit more in terms of share price appreciation going forward. Does this make sense?
Read Answer Asked by Kevin on February 12, 2026
Q: SLF & IFC: I have held both forever and by far - not even close, IFC has out performed SLF in terms of capital appreciation and dividend growth. Yes, the yield is less with IFC at $1.33 per Q vs SLF at $0.92 per Q with a yield of 4.21 vs 2 for IFC; but, I will take both dividend growth as share price appreciation any day. I know, not a question; but, when you report yield comparisons about companies should you not include the whole picture? I bought IFC at $44 and SLF at $30 for example.
Read Answer Asked by James on February 12, 2026
Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim
Read Answer Asked by Timothy on February 12, 2026
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