skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What are your 5 favourite Canadian Stocks that have been beaten up over the last year that could see a significant bounce back in the next 2 to 3 years. Can you also indicate good entry points.

Thank you
Tim
Read Answer Asked by Timothy on April 12, 2023
Q: ATZ,CIA,FCR.UN,MTY,PD,NTR,TSU,TDM,GOOS,ECN,ALL TSE
Losses in all this stocks and confused need your Opinion Badly,I know they are maany stocks and Highly apreciate your help.
Read Answer Asked by Nizar on April 10, 2023
Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks
Read Answer Asked by Daniel on April 10, 2023
Q: How do you see the real estate sector performing over the next 12-18 months? In an otherwise balanced portfolio, I currently have no real estate holdings. Would you suggest I add here and - if yes - would you opt for RIT or DIR.UN? It would be a 3% total weighting. Alternatively, I could purchase either OTEX, EIF or PRMW. Looking for a combination of growth with a fair-sized dividend and moderate risk. What would recommend - and in what order (strongest first)? Thank you.
Read Answer Asked by Maureen on April 05, 2023
Q: 2 for 1 questions...

1- What is the average PE for the construction industry as it appears that URI misfortune may be linked to the residential slow down. What is the forward PE for URI?

2- It appears that TD is the most shorted of all banks throught the world according to Bloomberg. That's not a small statement. Having said that, would you buy now or wait for a general bank recovery?
Sorry this makes 3 questions. LOL LOL

Yves

Read Answer Asked by Yves on April 05, 2023
Q: With all the volatility we are seeing, I am looking at trading a few stocks so I would like a few suggestions from you. These should be names I wouldn't have a problem holding if the trades don't work out. Both US and Canada. Thank you in advance.
Read Answer Asked by K on March 31, 2023
Q: Sold GSY yesterday. Likely would have stayed the course, but the company's failure to divulge information with regard to Canada Drive in a timely manner tipped me over the edge. So, I have 3% of my portfolio in cash that I would like to reinvest in a Canadian stock with a similar growth/dividend/risk profile. Minimum dividend of 2%, preferably >3%. Canadian stocks already held are: T, X, WSP, TFII, ATZ, SIS, BIPC, BEP, SU, NPI, NTR, PBH, BAM, BN. (US stocks are: GOOG, IHI, COST, NVDA, J, ABBV, MSFT, V, HD and AMZN.) I would appreciate 3 suggestions that would meet my criteria. No industrials or financials please, as I am already overweight. Thank you.
Read Answer Asked by Maureen on March 30, 2023
Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
Read Answer Asked by Les on March 29, 2023