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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: Seeing many USA Property Trust companies stocks falling sharply. Would you be able to offer some insight to their valuation losses and where a "Buy" might be considered prudent?
Thanks again for all your great guidance.
Ted.
Read Answer Asked by Ted on March 24, 2026
Q: I have these small/mid caps in my portfolio for future growth. Any concerns with any of these? Please rank these for growth potential. I do realize GRID ZDC and ELVA are much smaller. Thanks Stephen
Read Answer Asked by Stephen on March 24, 2026
Q: Would you consider ENB, TRP, ALA as energy stock? My weight is above 15% for energy and just wonder if any of these can be group in a different sector?

Thanks
Read Answer Asked on March 24, 2026
Q: This is a follow-up to a question asked by Josh on Canadian junior oil producers. As part of your answer today you stated "One theme to also consider is service companies. Energy companies are going to be flush with cash at $90+ oil prices."

My question is, service companies such as....?

Thank you.
Read Answer Asked by Barbara on March 24, 2026
Q: If oil prices stay higher for longer, a period of stagflation becomes more likely. Was gold/gold stocks a good sector to be in during the last stagflation, and would you recommend it as a sector to overweight today?
Read Answer Asked by John on March 24, 2026
Q: I get that Bn doesn’t have same credit risk exposures as many of the private credit providers but I wonder if Bn is effected if these companies such as Apollo, can no longer participate in new projects as their outflows may be too high. I believe Bn doesn’t provide 100% funding for its large investments but comes in as one of a group of players, if other players are stepping back will Bn have to slow its rate of investment?
Read Answer Asked by Greg on March 24, 2026
Q: Hi.
Just doing my taxes and note a discrepancy between the broker generated proceeds of disposition and the T5008. The difference is that the T5008 includes as proceeds the rollover amount from RPI.UN to RIC. I thought this was a tax deferred rollover. Was there anything that I as a shareholder had to do to secure this or is this an error on the T5008?
Read Answer Asked by Robert on March 24, 2026
Q: Could you recommend some Canadian financial planning books for Seniors? Particularly, for estate planning and tax savings.
Thankyou
Read Answer Asked by Steve on March 24, 2026
Q: Retired, dividend-income investor. Long term holder of HHL with a full position. It is my proxy for the health care sector.

Looking at your "total return" chart (capital gain + distribution) over multiple time frames, it appears to me we may be approaching some significant support in the $6,50 to $6.60 area.

Would you agree that the risk-reward ratio is swinging in favor of adding additional funds? Or, do we need to continue to sit on our hands and wait for a change in USA Healthcare Gov't leadership?

Happy to continue to just sit......Steve
Read Answer Asked by Stephen on March 24, 2026
Q: I am thinking of adding one of these 2 beaten down health related ETF's to my holdings. I wonder if you can tell me if you feel either or both are at risk of further decline due to Trumps RX plan, and/or their exposure to the US healthcare system which seems to be under attack by this administration?
Do you have a preference for one over the other, or do you have another name in this space that you like, and how safe do you feel the dividend is for each of them?
I am looking for a steady reliable yield and prefer ones that trade in Canada. Thank you.
Read Answer Asked by Will on March 24, 2026
Q: Is there any inherent or unreasonable risk in having one's entire portfolio in a single ETF such as XEQT or VEQT? This would be under the scenario of buying a position and holding for an extremely long time frame eg 30 - 40 years. Given the complete diversification of either of these ETFs, is there a better approach than having all your eggs in one basket?
Read Answer Asked by Terry on March 24, 2026
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