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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: Hi, I’m selling one, selling half position on another and keeping one, in what order would be the best in your opinion.
Trying not to get to panic mode but these stocks are relentless. Cash is looking good right now. Thanks
Read Answer Asked by Brad on February 03, 2026
Q: Could you provide some insight on what TRI & DSG are saying about their future prospects and is their moat real and believeable? In the case of CNR, whenever the political tiddlywinks ends, they will eventually be filling freight cars. TRI & DSG seem to be more exposed to sentiment, which is a bit like guessing which way the cat will jump. Thank you
Read Answer Asked by Delbert on February 03, 2026
Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.
Read Answer Asked by Robert on January 19, 2026
Q: Hello,
Descartes Systems and Algonquin Power are starting to show positive momentum . Would this be a good time to enter the two names; if not, which one would you prefer. Sincere thanks for the ongoing advice.
Read Answer Asked by umedali on January 12, 2026
Q: Happy New Year! I have held ZQQ:CA for several years and am looking switch to an unhedged fund that covers the Nasdaq 100. Is this a good time to switch or given that the US dollar is under pressure right now should I wait to make this switch? Is there an ETF you would recommend in the same category?
I am also overweight in Technology and underweight in International holdings. I hold DSG which has been in decline over the past year and was considering a swap for EUAD for the next five years. Other considerations you may suggest would be appreciated.
Thoughts?
Thank you
Dan
PS. I may have not pressed submit on a previous version of this question…. !! If so apologies for the duplication.
Read Answer Asked by Dan on January 12, 2026
Q: Do you have a more recent update on DOCCKS than January 2025
Read Answer Asked by Eric on January 08, 2026
Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.
Read Answer Asked by David on January 05, 2026
Q: I have 26 positions in a combination of your growth and balanced funds and have liquidity to add 3 or 4 new positions or add on's to what I have. Without listing my positions, is it fair to ask you for your 'fav' 5 or 6 undervalued equities that I could add while there is tax loss selling?
Grazi,
Read Answer Asked by Claus on December 16, 2025
Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
Read Answer Asked by David on December 11, 2025
Q: assuming that AI will eventually assist in allowing transportation/logistic companies to become more efficient, would DSG and TFII be the logical choices? any other suggestions - US or domestic
thanks
Read Answer Asked by Robert on December 05, 2025
Q: Similarly to the question asked by David regarding your Income portfolio, for B-E portfolio, what would be your top 10 stocks in the order you would buy. Based on anticipated total return (dividends + stock price increase) for the next five years expectations. I would also appreciate if you could add to these stocks your return expectations and risk ratios on the scale of 1 to 10, with 10 being highest. Thanks.
Read Answer Asked by Michael on December 04, 2025
Q: Hello,

You have been a champion of DSG and less so of ENGH.

ENGH provides 5.94% dividend, might be a dividend trap??
Both are down 30% +/- 1 yr.

I would have punted DSG 6 months ago, but didn't, due to your endorsement.

Credibility is important - maybe I'm missing a subtle distinction.

And I made the decision to keep it.

Thank you
Feel free to modify my question re: DSG /ENGH to put you less on the spot. I think it was Buffett who said "if can't handle your equities dropping 50% you shouldn't be in the stock market". I can handle it, but still don't like it.
All the best
Read Answer Asked by Delbert on December 01, 2025
Q: A number of Small/Mid caps seem to be finding a bottom and rebounding nicely over the last week.. I have small positions in these names, what order would you be adding to these names at current pricing? Is there any you wouldn’t add to?

Thanks
Tim
Read Answer Asked by Timothy on November 27, 2025
Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.
Read Answer Asked by Jacquelyn on November 26, 2025
Q: Between these two companies, if only one is to be owned, which would you select for a long term hold? Which company has a bigger "moat" and is less likely to be disrupted?

Thanks.
Read Answer Asked by Joel on November 24, 2025
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