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.
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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: I Have 1000 TD AND 400 TOU at loss are they recoverable or replace them with better choice,Thank for your Opinion.
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- ConocoPhillips (COP)
- Mastercard Incorporated (MA)
- Marsh & McLennan Companies Inc. (MMC)
- Visa Inc. (V)
- Advanced Micro Devices Inc. (AMD)
- MercadoLibre Inc. (MELI)
- Texas Pacific Land Corporation (TPL)
- STMicroelectronics N.V. (STM)
- Arista Networks Inc. (ANET)
- Arthur J. Gallagher & Co. (AJG)
- Kinsale Capital Group Inc. (KNSL)
- Brown & Brown Inc. (BRO)
- Lantheus Holdings Inc. (LNTH)
- Cheniere Energy Inc. (LNG)
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
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
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.
- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trupanion Inc. (TRUP)
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
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
- Saputo Inc. (SAP)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Haivision Systems Inc. (HAI)
- Lumine Group Inc. (LMN)
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
- Financial Select Sector SPDR (XLF)
- iShares U.S. Insurance ETF (IAK)
- iShares 20+ Year Treasury Bond ETF (TLT)
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.
- United Rentals Inc. (URI)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Jacobs Solutions Inc. (J)
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
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
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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
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
Q: I believe in a previous question you refereed to atz as having a moat. Could you say what that moat is?
Thanks
Thanks
Q: I've been a thankful investor and long time fan of Magna but it's had many small problems and now maybe a big one if Tesla's startling production innovations and in-house sourcing policy are correctly reported onYou Tube. MG's strong point has also been innovation but Tesla is setting a fast pace and reportedly already miles ahead, maybe to the point of sustainable market dominance. Magna is $57.00 off it's high -is it worth switching to Tesla or do you see a Magna rebound? I can handle volatility in a five year time frame.
Phil
Phil
Q: Everyone, interest rates move in a wave pattern. When the Fed wants to reduce inflation they increase the interest rate and when inflation declines to their range of near 2% they reduce the Fed rate. This past year - ish the Fed has significantly increased the rate from near zero and recently they have slowed the rate increases. Soon they will stop the increases, then no increases and then reduce the interest rate. The time frame of the holding pattern and declines is dependent on inflation. What does that mean in general for the economy and more specifically for the technology sector. Clayton
Q: What are your thoughts on BYD & DOO earnings
Regards
Hector
Regards
Hector