Q: Hi. What are your thoughts about these two small cap companies, the one a timber company, the other a manufacturer of lumber products? Both have strong dividends. My thanks.
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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: Macro Markets Models
What is the estimated time frame for the Macro markets values turn to negative or positive from historical perspective?
Miroslaw
What is the estimated time frame for the Macro markets values turn to negative or positive from historical perspective?
Miroslaw
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
Q: Given a 3-5 year period, please list the above stocks from best to least for growth.
Thank you.
Howard
Thank you.
Howard
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Alimentation Couche-Tard Inc. (ATD)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Boyd Group Services Inc. (BYD)
Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.
Thanks again.
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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Thomson Reuters Corporation (TRI)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I’m looking to add a Canadian stock with great potential to compound over the next 5 years or more. I already own stocks such as TFII, ATD, BN and CSU. Which do you think has is the best opportunity to start a new position along GSY, DOL or TRI? Or maybe WSP? Please rank and/is there another I should maybe consider?
Q: As far as the Discount Dollar Stores goes, I know and shop at Dollarama(Canadian)..., I have never experienced Five Below(US Based)...
- I used to like Dollarama as a Consumer, but its starting to get a bit pricey on items I regularly purchased... Not a fan of the price increases, but I still shop there for certain value...
Questions:
1. Which of the 2 companies would you suggest buying, based on valuation, stock price , growth , future and safety...
2. Buy Both or One
3. Crystal ball : Could you see any of the 2 to be takeover targets in future?
4. Any other suggestions in this space?
Thanks in advance
Regards,
M
- I used to like Dollarama as a Consumer, but its starting to get a bit pricey on items I regularly purchased... Not a fan of the price increases, but I still shop there for certain value...
Questions:
1. Which of the 2 companies would you suggest buying, based on valuation, stock price , growth , future and safety...
2. Buy Both or One
3. Crystal ball : Could you see any of the 2 to be takeover targets in future?
4. Any other suggestions in this space?
Thanks in advance
Regards,
M
Q: I have owned Costco for many years and have done well on my investment...
- I have Always kept Walmart on my radar, never purchased...
1. Should I Add to my Costco holdings or Add Walmart as well to my Portfolio...
2. Your thoughts on Valuations at current for both
Thanks in Advance,
M
- I have Always kept Walmart on my radar, never purchased...
1. Should I Add to my Costco holdings or Add Walmart as well to my Portfolio...
2. Your thoughts on Valuations at current for both
Thanks in Advance,
M
Q: Can you give me your best 2 picks for each of the 10 sectors ? Please and Thank you Larry
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United Rentals Inc. (URI)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Thomson Reuters Corp (TRI)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Vertiv Holdings LLC Class A (VRT)
Q: Time to do some spring cleaning. Can you please rank the above industrials to purchase/hold? Thank you
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Costco Wholesale Corporation (COST)
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Dollarama Inc. (DOL)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
Q: Hi Peter and Staff
Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis
Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Celsius Holdings Inc. (CELH)
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Nextracker Inc. (NXT)
Q: On Mar. 14 in the Q & A, Mike was concerned about a short squeeze on CELH and provided the reasons why. 5i said yes there could be one and I get the impression from reading the answer that a short squeeze would cause a fair sized drop in CELH.
Jason Donville was answering a question on HPS.A and he said it had quite a run and he likes it, but he is going with NXT because it might have a longer runway at this time.
Thank you
Jason Donville was answering a question on HPS.A and he said it had quite a run and he likes it, but he is going with NXT because it might have a longer runway at this time.
Thank you
Q: There seems to be a lot of commentary in the market about a potential pullback given the current run the US and CDN markets are having, while reaching close to all time highs.
Maybe the noise has me spooked but I do find it tough to deploy cash to stocks in the current environment, particularly in the AI and Tech space, given that some stocks are seeing growth of 200% to 400% in one year.
Its a long winded introduction to my question, what is your current view on the market, do you feel that a pullback is possible in the next few months, would you be cautious right now?
I understand that no one can predict the market at any given time but I would greatly appreciate your view.
Thanks
Tim
Maybe the noise has me spooked but I do find it tough to deploy cash to stocks in the current environment, particularly in the AI and Tech space, given that some stocks are seeing growth of 200% to 400% in one year.
Its a long winded introduction to my question, what is your current view on the market, do you feel that a pullback is possible in the next few months, would you be cautious right now?
I understand that no one can predict the market at any given time but I would greatly appreciate your view.
Thanks
Tim
Q: I hold two small positions, which combine to about 2.5%, in New Gold Mining and Triple Flag Precious Metals. I am considering a switch to Lilly Pharmaceuticals. At the moment, my exposure to the materials and health care sectors are about 5% each: this would change my weighting to 2.5% materials and 7.5% health care.
My questions are which of LLY or (TFPM + NGD) have a more favourable outlook on a three-year horizon, and would this potential impact on my portfolio diversification outweigh any potential gains?
My questions are which of LLY or (TFPM + NGD) have a more favourable outlook on a three-year horizon, and would this potential impact on my portfolio diversification outweigh any potential gains?
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Linamar Corporation (LNR)
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BRP Inc. Subordinate Voting Shares (DOO)
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Ag Growth International Inc. (AFN)
Q: Hi guys
Looking at three companies in the Industrial/Consumer areas. Looking out a year to 3 years what would be your favorite(s) in regards to total return. Can you also give the forward P/E for the 3 stocks?
Much thanks
Stuart
Looking at three companies in the Industrial/Consumer areas. Looking out a year to 3 years what would be your favorite(s) in regards to total return. Can you also give the forward P/E for the 3 stocks?
Much thanks
Stuart
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard Dividend Appreciation FTF (VIG)
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SPDR S&P 500 ETF Trust (SPY)
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INVESCO QQQ Trust (QQQ)
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Vanguard Total International Stock (VXUS)
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Vanguard Total Stock Market ETF (VTI)
Q: Hi, I'm thinking of gradually reducing my individual stocks and moving into etfs for an all around set it and forget it roughly $3 million portfolio for someone retiring in the next few months. Can you give me your suggested etfs and percentages to hold to accomplish this balance? A chunk of these funds are not invested yet so I'd also like to know how you would suggest deploying these funds? Would you edge in gradually over a period of time or just get the money working? I'd really appreciate any advice you could give me in this format.
Thank you as always!
Thank you as always!
Q: Hi guys. Recent news on a class action. Any thoughts on the impact to the stock/company? Any cause for alarm?
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WSP Global Inc. (WSP)
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Exchange Income Corporation (EIF)
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Jabil Inc. (JBL)
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Boyd Group Services Inc. (BYD)
Q: Hi team, I hold the above in more or less equal weights and I need to sell one to fund my RIF payments for the year. Which one would you expect to show the least growth in the next year? Or would you chip away at all of them equally?
Thanks as always, Rod
Thanks as always, Rod
Q: Is there a Canadian equivalent to this stock?
Q: Today, on a risk scale of 1 to 10, 10 being high risk, where would you place a portfolio of 3 parts vbal and 1 part vcns for an 89 and 83 year old couple? Funds should never be required for use, other than being transfered as an inheritance. If wanting to decrease risk a bit, would a one year gic for say 25% be the best idea or?
Q: I have held these companies for some time but I am getting impatient. The three year return for BIP is approximately negative 10% while the three year return for BEP is approximately negative 40%. These stocks as you well know are part of the Brookfield family and are generally highly recommended. Do you see a positive future or is it time to get out . Your comments would be appreciated. Thank You.