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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: Please provide me with your 5 of your best Industrial companies and Tech companies
Read Answer Asked by Donna on March 05, 2024
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
Read Answer Asked by Greg on March 04, 2024
Q: I have a question about HPS. This is a small company that seems to have recently come on your radar, noting staggering growth in a stable market. With this growth rate it is still small, just cresting the 1B market value recently.
What is making it so successful? It seems like a ‘boring’ low tech company. What is its future expected growth and what is its addressable market?
Any comments would be helpful to understand how electrical infrastructure widgets became such a big new thing.
Read Answer Asked by Peter on February 22, 2024
Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you
Read Answer Asked by Marty on February 22, 2024
Q: Hello,

I own IAG and it recently missed earnings expectations by 5% and, as a consequence, the market reaction was brutally punitive. How can you compare IAG's overall financial strength to larger Canadian Insurers, say IFC and MFC, and are there overall reasons to worry apart from the market's bad quarter reaction ?
Read Answer Asked by Adel on February 22, 2024
Q: I've been mulling over your answer to Ray's question yesterday about DIR.UN. You are always quite positive about it, but having owned it for a number of years, I have to ask myself why I should bother to continue holding on to it. Its share price is where it was 5 years ago. I've looked back 10 years at its distribution and there's been not one single hike. What advantage do you see in continuing to own DIR.UN?
Read Answer Asked by chris on February 22, 2024
Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…
Read Answer Asked by Ron on February 21, 2024
Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
Read Answer Asked by Max on February 20, 2024
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