Investment Q&A

Q: Hi Team

Can you give us your top 5 Industrial Canadian stock picks for next 24 months

Thanks Mike B

Q: Could you please explain some of the terms that you use. I’m thinking of: you want to see a stock “gain support” at a certain level; you want to see a stick “settle in”; and other such terms. Thanks

Q: I would like your opinion on which of these 3 is the safest & has the most potential to be successful in my TFSA?

I favor NVEI.

NVEI. WELL. LSPD.

Thank you.

Q: I have held CAR.UN for some years. I am thinking of switching to TD bank. I am reasonably risk-tolerant. Please compare risk and upside potential. Thanks Jim

Q: I recently flew Air Canada from Toronto to NYC and Fort Lauderdale Florida and on both flights the planes were operating at pretty high capacity. The plane tickets were crazy expensive. Westjet has really contracted the places it flies and their frequency and AC seems to have practical monopoly on certain routes. I know that does not replace fundamental analysis but it means something.

Q: I Have 1000 TD AND 400 TOU at loss are they recoverable or replace them with better choice,Thank for your Opinion.

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: The proceeds of the MAGT takeover will be going into the new first home savings account... which stock would you yourself be buying with the cash? Thanks

Q: Hi

Would it be wise to take the capital loss in our cash accounts to off set some of our gains to date by selling GSY?

Then buying SU for growth and the dividend.

Thank you

Mike

Q: The Federal, Ontario and Quebec governments have all announced significant infrastructure spending in their budgets. This should be good for infrastructure companies. Which stock do you think is most promising for a new position? I have held WSP in the past and was surprised to see it down 1% today despite the positive news. At a PE of 47.6X is does not look cheap.

Q: Both of these issues have share prices which have taken severe hits recently and at least superficially appear to reflect the worst outcome from known difficulties. The question I would like you to address is; in your opinion and in the absence of new circumstances does the current valuation of each equity fully account for/ discount all the known issues each company faces? i.e. Do the present prices represent a reasonably reliable floor.

Q: What is your view of this company? Is it worth buying a small position?

Q: I'm still up 12% even after this second day of dropping. GSY is in the growth section of my portfolio. Is it still worth holding? Do you think there is a rebound here? I was wondering about a switch to something with a little more umph, I have a few of the big banks, or I'd look at ZWB. Can you suggest something? Thanks.

Q: I sold TRUP couple weeks ago @$55 should i buy it back at present price? or wait for it to pull back more ?- do you have an opinion on why it has dropped so much

I also sold RY and TD expecting then to drop further than they have - are they a buy sell or wait for better entry

Is ATZ a screaming buy or?

What's your top 3 picks regardless of sector (US and CAD)

deduct points as you see fit thanks

Q: Hi, I want to build a position in the new lumine for long term growth but for that I will have to sell other positions to raise capital, what would you sell between lightspeed, spin masters, saputo or haivision ? Thanks

Q: What are the chances of the deal going through and would you sell at the current price

Q: If interest rates and inflation are going to peak, do you think these ETFs (XLF, IAK TLT) have opportunity now? If so which one has most potential right now? Thank you.

Q: Hello 5i,
I own these four industrial stocks. Could you please rank them for growth?
Do you feel it necessary to own all of them or is it logical to consolidate.
Lastly, are there any US names you would rank higher than these?
Thanks for you insight!
Dave

Q: Hello, I received a few hundred shares of BAM from the BAM.A spin off. Between BAM and BN which one offers the better return?
Are KXS and ENGH keepers? Do they offer any real advantages over their competitors ?
How about LSPD? As I recall LSPD offered point of sale to restaurants and small businesses. Since the re-opening, LSPD has not gained market share. what is the problem with he company?

I appreciate your thoughts!
Thanks
CR

Q: please provide current P/E forward P/E historical P/E. current P/S forward P/S historical P/S. current P/free cash flow forward P/free cash flow historical P/free cash flow for TIH. thanks Richard