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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: 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?
Read Answer Asked by Scott on November 28, 2025
Q: Looking at the question by Michael on Jacobs today I see a company having 2026 net revenue growth of 6-10 % but a PE of 54 ! Sure it’s a fine company in a good sector but does it really deserve a PE of 54 ? Other solid companies in Canada with historically high PE ‘s such as TRI , WSP , and FSV etc., seem to be going through a valuation revision downward. The question is will the revised valuation remain or will the premium valuation return ? Your thoughts. Thanks. Derek.
Read Answer Asked by Derek on November 25, 2025
Q: Reviewing recent questions on these coys Considering tax loss sale of car.un and replacing it with more supposedly growthy fsv. Alternatively could add more dir.un which is a keeper for me now. Other name's also in total portfolio but only bn is a keeper. Your views?
Read Answer Asked by William Ross on November 21, 2025
Q: I am down in all these stocks recently.
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.

Are any of them obvious sells that could use to DCA Into others.

I am looking to hold 2-3 years. Thanks

FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%


Read Answer Asked by V on November 12, 2025
Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?
Read Answer Asked by Dan on October 17, 2025
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?

Thanks in advance
Sue
Read Answer Asked by Susan on September 11, 2025
Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.
Read Answer Asked by Bruce on August 28, 2025
Q: Hi, there was a question from Kevin on May 27th. Prices and valuations have changed since then. Could you please give an update to your answer? Thank you!

Q: Looking to open a position in one of the 2 listed companies or others if you have any to recommend. Long term investor with 0 exposure to the real estate sector in the portfolio yet.

Colliers growth projections and better valuation along with positive analysts ratings make it more attractive on the surface. However, I know that you have First Service in the growth portfolio, is there something that I'm missing as to why I should choose FSV before CIGI? Could you please give a breakdown between the two and the reasoning behind choosing one over the other?
Read Answer Asked by GeeMac on August 13, 2025
Q: Would you be comfortable starting new position in these companies while these are at all time high?

Thanks
Read Answer Asked by Gurdeep on August 11, 2025
Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?
Read Answer Asked by Dan on August 06, 2025
Q: Wanting to diversify my bank stocks heavy cash account into more growth opportunities over the last couple of years , I have added BN, LMN, GSY ( and have done well , thanks ).
I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek
Read Answer Asked by Derek on July 31, 2025
Q: Good morning, These stocks have shown strong returns over the past 5 and 10 years. In your opinion, and looking ahead at the next 3-5+ years, which order might you choose to buy today? Please also indicate if any of these might still be a 'hold' for now.
Thank you for the service!
Read Answer Asked by GeeMac on July 02, 2025
Q: Hi, would like to know your thoughts about an alternative to dir.un. Have had this one for about three years B.E. 12.60 ,(in an rrif). Or thoughts on another stock or etf I could add to dir. as it is my only stock in R.E. Sector.
Thanks
Read Answer Asked by Brad on June 23, 2025
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