Investment Q&A

Q: Just to build on Martin’s question about the grocers, there seems to be a new pet project amongst various levels of government to establish “gov’t grocery stores” (since the government has always proved to an efficient and low cost provider of, hmmm, nothing? I recall when the government established PetroCanada to give it a “window” into the oil sector, not only did prices not drop but PetroCan became known in the industry for leading the price up). Sorry for the editorial, but between executives from the grocers getting called up on the carpet in Ottawa and these latest rumblings, are regulatory/political headwinds getting significant enough to begin to impact investment in this part of the Consumer non-discretionary sector?

Q: If these were the only companies in a small Canadian portfolio: TRI, LMN, CSU and BAM, in what order would you sell?

Thanks

Q: The sector classification for Amazon is Consumer Discretionary, while Shopify is classified under Technology. I always thought that these two companies were quite similar, so why are they placed in different sectors? Thank you

Q: At this point what would be a good entry price for ATZ:CA.

Q: I am looking to purchase one of these 3. Each seems to recently have had a bit of a price decrease. The purchase is intended as a long term, dividends are not needed. Which would you favour, and why? Thank you for your excellent service.

Q: I am thinking of selling TRI (my act is $234.00) then wait 30 days and buy backTRI do you think that TRI will increase materially in the next 30 days thanks Richard

Q: Hello everyone, could you please rate for each on a scale of 1-10 with 10 being the highest on the scale. With a brief reason for your rating.

WSP
PBH
PET
KITS
FC because of the deal with GFL

Thank you kindly

Q: Hi to all. For a GARP long-term investor, what are your recommendations today, 5 can securities & 5 US stock exchanges securities.
Please no defense titles. Thank you

Q: Good morning, I am looking to invest about $60,000 for about 7 years that will be put towards a child’s down payment. Can you suggest some stocks and/or ETF’s that you would consider as a starting point. Happy to include a mix of Canadian/US names. Also would you suggest DCA in over the next few months or invest all at once in today’s environment. Thanks!

Q: All the above stocks are at a loss in my portfolio. some I've held for years. Which stocks are worth weeding? Thinking that BYD and WELL are lost causes for a while. Please give comments on each stock, why to hold or sell. I have many credits and please take them for a thorough answer. Once again, I'm counting on your feedback!

Q: Would like your opinion on these stocks.

Thank you,
Chris

Q: So brp goes down 35% because of tariffs.hps.a and tvk both down 8%.Should I add to my positions.

Q: Hi Guys

Boy DOO and LNR took a big haircut today. Do you think this is justified on the new tariff schedule, or a bit overdone? Aren't Linamar parts covered by CUSMA? Given they make the majority of transmissions for some US auto makers does this make sense?

Any other CDN manufacturers you can think of that are vulnerable too? eg NFi

Would you be a buyer here for either one of these companies?

Much thanks

Q: Please give me your view on Methanex price, Will it have any staying power if oil/gas drops or will it follow the oil/gas if it drops.

Thanks, Mike

Q: Hello, gas prices have gone up, fertilizer prices also, so there is a real risk that inflation will pick up at the grocery storemin a few weeks/months. Will chains like Metro or Loblaws gain from this? What happened in 2022-2023 when grocery prices when up quite a bit? Thanks

Q: Would appreciate clarification regards large hit to LNR today; can only assume it relates to the acquisition of two German companies and financing arrangements; can you add to this?

Q: Looking at some of the construction/engineering stocks. Since early summer of 2023, the larger companies STN and WSP are up about 50% and 30% respectively, but the smaller companies ARE and BDT have been massive winners, as ARE is roughly 4 times what it was then, and BDT is roughly 6 times what it was, gains of about 300% and 500%. Is the vast outperformance from ARE and BDT just a case of smaller companies being able to grow faster, or is there something fundamentally different in their businesses? Dol you think that ARE and BDT will continue to outperform STN and WSP?

Q: I am just starting to do the Smith Maneuver. I am planning on "deploying" about $200k to start and then CDA monthly and then, if and when there is a market drop, buy more.
My time horizon is at least 10 years but maybe more, if all works out.
Please recommend stocks and/or etf's; both Cdn and US.
Thanks for your knowledge and help.
I appreciate being a member.

Q: Hi - what do you make of a transport like TFII moving up strongly despite gas prices rising in step? Would you be a buyer here?

Q: Typical Canada/BC that they pulled approval for Chem trade to produce sulphuric acid right at the time of a major global shortage and when the need for a North American supplier is critical.

Is the 17% drop today about right based on this news? What do you think the chances are this get overturned? I recently bought after looking at the macro situation and need to decide whether to drop and move on or if there is recovery potential. Given that Vancouver and BC is involved this could drag on for years, no?