Q: I am a holder of the stock at levels slightly higher than present and have been pleased with the last two quarters do you think the turnaround is in place. The inventory has been reduced from the previous high in the last 6 months or so. Is the current inventory at a level that is right sized for the sales or is it still high. Do you have a rule of thumb for a stock like this for inventory size vs some other metric. Any further color you can add on inventory would be helpful as I am lacking the knowledge. 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.
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Dollarama Inc. (DOL $187.34)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $168.57)
Q: Hi folks,
I currently hold CTC.A in my TFSA and just breaking even. I am thinking of switching to DOL. May I have your opinion as to which company you think would have the best growth profile going forward.
Thanks
I currently hold CTC.A in my TFSA and just breaking even. I am thinking of switching to DOL. May I have your opinion as to which company you think would have the best growth profile going forward.
Thanks
Q: Outlook for both please and which to hold for 2 to 3 years and reasoning. Thanx.
Q: What would be your top 10 (Canadian or US) stocks to currently purchase for a minimum 10 years+ hold. Thanks
Q: Hi
Between these two what would be you pick today and why
Thanks
Between these two what would be you pick today and why
Thanks
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WSP Global Inc. (WSP $285.25)
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TFI International Inc. (TFII $131.52)
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Cargojet Inc. Common and Variable Voting Shares (CJT $99.39)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.73)
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Thomson Reuters Corp (TRI $169.75)
Q: Hi
I am looking at adding or making an initial purchase in the stocks listed. Could you rank these for me based on growth and sustainability. Are there any of these stocks that you would have concerns with purchasing for the short term-2 to 3 years? What would be the concerns?
Thanks, Len
I am looking at adding or making an initial purchase in the stocks listed. Could you rank these for me based on growth and sustainability. Are there any of these stocks that you would have concerns with purchasing for the short term-2 to 3 years? What would be the concerns?
Thanks, Len
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.00)
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Celestica Inc. (CLS $349.91)
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Mullen Group Ltd. (MTL $14.00)
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Surge Energy Inc. (SGY $7.02)
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Granite Real Estate Investment Trust (GRT.UN $76.76)
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Alimentation Couche-Tard Inc. (ATD $72.82)
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Tamarack Valley Energy Ltd. (TVE $5.91)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
Q: I need to sell some of my shares . Of my list, which would you be inclined to sell first ? Please list them by order # 1to 8. Thanks
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TerraVest Industries Inc. (TVK $137.71)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.73)
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Vitalhub Corp. (VHI $11.04)
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Vertiv Holdings LLC Class A (VRT $137.11)
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Celsius Holdings Inc. (CELH $55.22)
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Duolingo Inc. (DUOL $281.04)
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Propel Holdings Inc. (PRL $33.20)
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Lumine Group Inc. (LMN $45.21)
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TransMedics Group Inc. (TMDX $118.83)
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Nextracker Inc. (NXT $66.98)
Q: Can you provide your top 5 growth stock picks over the next 6-12 months and provide commentary on why each is worthy to make the list. Appreciate getting separate Canadian and US lists.
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Microsoft Corporation (MSFT $509.08)
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NVIDIA Corporation (NVDA $174.88)
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Alimentation Couche-Tard Inc. (ATD $72.82)
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Black Diamond Group Limited (BDI $12.35)
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goeasy Ltd. (GSY $208.48)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $167.14)
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Global X S&P 500 Index Corporate Class ETF (HXS $93.60)
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EQB Inc. (EQB $91.10)
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Lumine Group Inc. (LMN $45.21)
Q: The above holdings are in an RESP that won’t be required for at least 7 years. For new money, which sectors to add and a couple of suggestions please.
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KeyCorp (KEY $18.63)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $37.46)
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Algonquin Power & Utilities Corp. (AQN $5.51)
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Nutrien Ltd. (NTR $56.77)
Q: I've held these partial positions for some time now and am below water on all but NTR.
The objective here is income with some growth.
If all positions were sold and you had to consolidate all proceeds into just one of the four options provided, which would you choose and why?
What would you choose if you were forced to sell all four and reposition into one new company?
The objective here is income with some growth.
If all positions were sold and you had to consolidate all proceeds into just one of the four options provided, which would you choose and why?
What would you choose if you were forced to sell all four and reposition into one new company?
Q: Hello,
I recently purchased shares and am up quite a bit. Do you recommend continuing to hold? Risks ahead? Trim position, or exit completely?
Thank you
I recently purchased shares and am up quite a bit. Do you recommend continuing to hold? Risks ahead? Trim position, or exit completely?
Thank you
Q: I hold many names from your Balanced Portfolio. I am in the process of deploying cash with the intent of building a more balanced portfolio with a long term view. What 10 Canadian names would you buy today and what 2 US names would you buy?
Thank You
Tim
Thank You
Tim
Q: I just asked about how to access flash reports. I was interested in seeing TFII. Response was to simply input stock symbol and it would appear. I do this for TFII and the most recent report is a full report from April 2022. Am I missing something?
Q: Thanks for the podcasts and blogs - really helpful. Would 5i consider placing links on the profiles pages for the companies mentioned in those blogs and podcasts, for easier reference?
Q: Do you think Kraken Robotics has a decent chance for some substantial upside before the end of this year? The same with Capstone Copper, thanks?
Q: Mr Buffett said he is eyeing a Canadian investment. What are your thoughts/guesses as to which company he is looking at?
Q: If you had to guess, what Canadian company do you think Warren Buffet is considering? What would be your top few picks in a guess? Thanks,
Jason
Jason
Q: Gfl released earnings today and increased guidance for 2024. Could have please provide analysis and would you recommend a buy? Thanx.
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Verizon Communications Inc. (VZ $43.74)
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Magna International Inc. (MG $63.46)
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Premium Brands Holdings Corporation (PBH $93.32)
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Veeva Systems Inc. Class A (VEEV $273.88)
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WELL Health Technologies Corp. (WELL $4.63)
Q: Some maintenance of my portfolio is long-overdue. I have been sitting on PBH, VEEV, and VZ which are all down about 30%. WELL is down about 50%, MG about 40%. Should I keep holding, or take the loss and pivot to something else? These are the worst performers, overall the entire portfolio is up 20% this year. Many thanks for your assistance.
Q: hi,
thoughts on earnings report? did you listen to the earnings call, and if so your thoughts? does it look like the ship is on track?
cheers, chris
thoughts on earnings report? did you listen to the earnings call, and if so your thoughts? does it look like the ship is on track?
cheers, chris