Investment Q&A

Q: Most sectors have done well as the market has reached all time highs in recent weeks.

Assuming that interest rates will continue to be cut over the next one to two years, what sectors do you think will continue to do well in this environment and what sectors do you think will struggle. What sectors would you avoid?

Thank You
Tim

Upvote 13

Read Answer Asked by Timothy on October 04, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: My Granddaughter(7) has become interested in saving her money,and would like to invest in something-like her PaPa does-lol.
If you were to pick one conservative growth stock to purchase and forget about for 10-12 years-What would it be? Thankyou

Upvote 14

Read Answer Asked by Steve on October 04, 2024

• Fortis Inc. (FTS)
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• Alimentation Couche-Tard Inc. (ATD)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Hi Team - for my RRSP I have cash for a full position, or 2 partials, and based on portfolio analyzer I am under weight on Utilities and Consumer Defensive. Are conditions decent to enter those areas now, and what would be your top 3 in each area. Bonus points for options that increase global exposure since I’m also needed some international exposure.

Upvote 5

Read Answer Asked by Ryan on October 04, 2024

• TFI International Inc. (TFII)
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Q: I am a bit concerned about TFI price action recently - its down over 15% from high- and barely positive on the year. Any insight on this and is it a falling knife or a buying opp??

Upvote 3

Read Answer Asked by Scott on October 03, 2024

Q: Can you give us an update on why is this company's stock having a negative momentum over the last year. Down over $118.00 in the last year. Is there a recovery on the horizon or should I sell now.

Thank you

Upvote 4

Read Answer Asked by Joseph on October 03, 2024

• Boyd Group Services Inc. (BYD)
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Q: Good Morning Peter, Ryan, and Team,
BYD is getting beaten up lately. At what price would you consider purchasing the stock ?? Thank you so much. DL

Upvote 4

Read Answer Asked by Dennis on October 03, 2024

• ATS Corporation (ATS)
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• Alimentation Couche-Tard Inc. (ATD)
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• Quebecor Inc. Class A Multiple Voting Shares (QBR.A)
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Q: Thinking about selling ATD (50% gain ) and entering ATS and QBR.
Your thoughts are appreciated. Thank you.

TOM

Upvote 7

Read Answer Asked by Tom on October 02, 2024

• TFI International Inc. (TFII)
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Q: TFII has been weak lately. There was a downgrade on Friday that may have been the reason for a big drop. Is there anything to be worried about? I know TFII is a 5i favourite. Can you go over the strengths and weaknesses that might impact performance over the next year.

Upvote 6

Read Answer Asked on October 02, 2024

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B)
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Q: What would your views be on Bombardier at the moment? Buy, sell, hold? What kind of growth do you expect it might have over the next couple of years? 10%? 15%? Thank you so much in advance for any opinion you can share!

Upvote 3

Read Answer Asked by Liliane on October 02, 2024

• SPDR S&P 500 ETF Trust (SPY)
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• Berkshire Hathaway Inc. (BRK.A)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: what percent of an all equity portfolio would you be comfortable allocating to an ETF like SPY or an Asset Manager like BN or Berkshire?

Currently my BN/BAM allocation is about 15%, i'm contemplating bringing it up to 20%

Upvote 10

Read Answer Asked by Rob on October 02, 2024

• Premium Brands Holdings Corporation (PBH)
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Q: I have held PBH for 5 years now. I like the increasing dividend and have seen a small amount of capital increase as well. I just added to my position. They are forecasting an increase in sales and EBITA of 50% or so over the next 3 years. With all the capex being spent on expansions some of this should help expand the margins as well. If this all works out I expect there is a reasonable chance of good capital expansions in the future as well as the dividend increases I have been getting. Any thoughts.

Upvote 4

Read Answer Asked by Jerome on October 02, 2024

• Canadian Natural Resources Limited (CNQ)
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• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Good Day

I know I have an apple and an orange here but... I have a 1/2 position in CNQ and am into DOO at $100/share. I think I can get a quicker return by selling DOO and buying the other 1/2 position in CNQ. What does 5I think on as it pertains to the possibility of getting a quicker return over say the next 3 years.

Carl

Upvote 6

Read Answer Asked by Carl on October 01, 2024

• TerraVest Industries Inc. (TVK)
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• Lumine Group Inc. (LMN)
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Q: I've held LMN for a number of months and, as noted in other questions, it seems to have stalled. Do you believe TVK would offer greater returns over a three year period? Thank you.

Upvote 9

Read Answer Asked by Maureen on October 01, 2024

Q: Hello,
I am mainly a growth focused investor and recently sold BYD leaving WSP and TFII for my industrial holdings. What would your top 3 picks be at today’s prices for CAD industrial names? Also top 3 CAD outside the industrial sector?
Thank you for your service

Upvote 13

Read Answer Asked by Nick on October 01, 2024

• BMO S&P 500 Index ETF (ZSP)
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• Canoe EIT Income Fund (EIT.UN)
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Q: I have a incorporated small business with some excess cash. I am taking out a small amount every year but the bulk will not be needed in the next ten years. No new cash will be added. I was thinking of investing half in EIT.UN and half in ZSP, but both are near all time highs. I would also be fine holding a handful of individual stocks. Would you have some suggestions? Thanks!

Upvote 3

Read Answer Asked by Kim on October 01, 2024

• A.O. Smith Corporation (AOS)
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• Payfare Inc. Class A Common Shares (PAY)
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Q: Hello Peter,
Is AOS smith a good long term hold? What is your view on payfare's announcement of losing a major customer? Is this still worth holding for potential decent return in the long run given it is in fintech space? thanks very much

Upvote 1

Read Answer Asked by umedali on October 01, 2024

Q: An addition to my previous question about bitcoin. Feel free to take another credit.

Do you think now is a good time to buy bitcoin?

Upvote 4

Read Answer Asked by Kevin on October 01, 2024

Q: Everyone, what are your thoughts on the markets for the rest of the year? Clayton

Upvote 17

Read Answer Asked by Clayton on October 01, 2024

Q: Hello, Is the S&P500 forming a pronounced cup and handle pattern, if so do you give this chart any credit over such a short period of time.

thank's James.

Upvote 6

Read Answer Asked by James on September 30, 2024

• Alimentation Couche-Tard Inc. (ATD)
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Q: Hi Team,

Where do you see ATD going from here? I'm down 6.5% and wondering if I should sell and claim the tax loss. Would you re-buy in 30 days? If not, what would be your top 5 picks USD or CDN in the same sector?
Thanks

Upvote 4

Read Answer Asked by Marco on September 30, 2024