Q: Please comment on the earning . Is SHOP growth slowing ? Thanks a lot.
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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: On May 25, 2023 you suggested increasing the weighting of NBLY-T to 2.5%. I did not have the funds to do it at that time but I do now. Would you suggest I do it now or do you have another suggestion for the funds?
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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ECN Capital Corp. (ECN)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?
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Alphabet Inc. (GOOG)
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Eli Lilly and Company (LLY)
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United Rentals Inc. (URI)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR
Q: I have owned PKI for 10 years and have done OK but now am building a case to sell. I see PKI as a company whose assets spans an oil refinery to M&M frozen foods with oil distribution and convenience stores in between. Now is facing significant capex to add EV charging stations and facing more competition in this area with the announcement that the major auto companies are to build out charging stations across Canada.
Please shot holes into my thesis. Am looking to replace with EIF, your thoughts on this company would be appreciated. Thanks. Derek
Please shot holes into my thesis. Am looking to replace with EIF, your thoughts on this company would be appreciated. Thanks. Derek
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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TC Energy Corporation (TRP)
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Fortis Inc. (FTS)
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Algonquin Power & Utilities Corp. (AQN)
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Red Eagle Mining Corporation (R)
Q: I am looking to raise some cash from my RRSP by selling 1 or 2 of the companies named. Please rank the companies from best candidate to sell to best to hold onto with a few supporting comments. Always appreciated. ram
Q: Hello,
As a whole, I own too many positions and am looking to concentrate my portfolio. I own positions in both TFII and CJT that are in the same industrial transportation sector. I have a larger position in TFII, which has done well while my smaller position in CJT has slumped.
If you had to sell one of these, which would you choose? Or are they different enough to keep both? What do you think of CJT, down about 30% in the past year?
Thanks,
As a whole, I own too many positions and am looking to concentrate my portfolio. I own positions in both TFII and CJT that are in the same industrial transportation sector. I have a larger position in TFII, which has done well while my smaller position in CJT has slumped.
If you had to sell one of these, which would you choose? Or are they different enough to keep both? What do you think of CJT, down about 30% in the past year?
Thanks,
Q: Would you be a buyer of Linamar today or still prefer to own Magna?
Thanks
Thanks
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Both Aritzia and Canada Goose have seen a drop in their share prices recently. I am interested in investing in one of them for the long term. Which one do you think has a better growth potential and why?
Q: In an earlier question asking whether it would be wise to buy atz now, you said you would hold if you owned it or wait till the dust settles, if you don’t. I have been thinking about taking a tax loss on it. The idea was to buy it in my rif, wait one month and then sell it in my non registered account. A lot can happen in a month, though, and i hesitate, wondering whether i should buy a place holder. I am a bit leery of Canada Goose, though. Perhaps i don’t even have to be in that sector for a place holder. Wondering about your thoughts on this?
Thanks as always
Thanks as always
Q: The trading volume was 7.5 time of the average volume on Monday. Any reason ? Thanks a lot .
Q: I sense some ambivalence in your regard for NTR. I have an existing position in NTR, well above break even and am thinking this might be a good time to bulk up. Wait or buy? thanks
Q: Hello Peter,
Is Laurentian Bank worth holding at the current price as i have sold half and hoping for higher amount to 50s? What is your view on Ivanhoe Electric? Do you think the telecom space in Canada is behaving like the US with stocks not doing well other than the dividend? Thanks very much
Is Laurentian Bank worth holding at the current price as i have sold half and hoping for higher amount to 50s? What is your view on Ivanhoe Electric? Do you think the telecom space in Canada is behaving like the US with stocks not doing well other than the dividend? Thanks very much
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Restaurant Brands International Inc. (QSR)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
Q: Can you please rank these companies from best to worst for each of: valuation, PEG ratio, balance sheet strength? What would be your favourite for a long term hold? Thanks
Q: How would you compare these 2 as buys and growth forward.
Thanks again
Thanks again
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Allstate Corporation (The) (ALL)
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The Walt Disney Company (DIS)
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Toronto-Dominion Bank (The) (TD)
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TC Energy Corporation (TRP)
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TELUS Corporation (T)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello,
Looking to add to my current positions in these companies (registered account, 10+ year time frame). If you could please rank them in order of potential upside that would be great (and if there is a company you would stay away from, please indicate).
Thanks!
Looking to add to my current positions in these companies (registered account, 10+ year time frame). If you could please rank them in order of potential upside that would be great (and if there is a company you would stay away from, please indicate).
Thanks!
Q: Is now a good time to start a position in a lumber company or home builders? If so can you suggest some?
Thanks
Mike
Thanks
Mike
Q: Would you please compare the two companies and tell me your preference and why, thank you.
Maria
Maria
Q: Good day all. In view of the -35% my ATZ is providing me currently in an unregistered account, what would you suggest as a good proxy should I choose to bank the loss for a later repurchase (after 30 days or later) ? (I already own DOO.) Thank you.
Roger
Roger
Q: I have a 5% position in cash, and am looking at the above three positions for medium term growth (1-3 years). I understand that these have different risk factors, but taking risk out of the equation, would you split the position, and if so, how. Thanks!