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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: If you didn't own any banks but are realizing they are getting to attractive price points that have div yields only seen one other time in the last 25 years (covid), and you were considering TD or RY. TD looks attractive because of its bigger pullback due to US M&A mishaps, while RY has not pulled back nearly as much and has been stable. TD having the bigger div but RY outperforming TD by a pretty big margin over every time frame. Which would you chose today, TD for valuation or RY for long term outperformance? This is for a long term hold. Thx
Read Answer Asked by Adam on May 31, 2023
Q: Hi 5i,
I don't know much about these names but am thinking about investing in one or both, so a few questions to get me started and please deduct as you see fit.
You were asked this morning if SHOP's entry into the POS arena would affect LSPD, and I have the same question, but with respect to NVEI - will SHOP be competing with NVEI in that area?
I think tech may be getting ready for a turn around. Do you think that conclusion is justified by the facts on the ground so far as they are known and, if so, are either or both of SHOP and NVEI likely to benefit given their current prices or, put another way, are they at good entry points?
Does it make sense to own both, or better to take the $$ that would be split between them and go all in on one? If so, which one?
Thanks.
Peter
Read Answer Asked by Peter on May 30, 2023
Q: Can you recommend 5 top value Canadian and 5 USA companies that have solid long-term businesses, with great management, a good P/E and have no debt or very low debt. Would really like to find a solid core of buy and hold names in any sector. It would appear to me that SLF would be one good choice.
Thanks!
Read Answer Asked by Grant on May 30, 2023
Q: What are your thoughts on GDI? I know you still hold it in your growth portfolio but the stock has pretty much traded in a flat range for the last 2.5 years. Up 32% but only around a 1% position. I'm patient but thinking of selling and adding to other names with more growth potential, names like LMN, KXS, ATZ, CROX, WELL, NVEI, TOI, SHOP, etc.... What are the catalysts to move this stock and what do you still like/dislike about the fundamentals? Thanks!
Read Answer Asked by Keith on May 30, 2023
Q: Which stocks are cheap and buyable Can be trade or long term hold.
Read Answer Asked by Nizar on May 29, 2023
Q: Hello, With reference to your Model Portfolio changes to trim Stantec's present 2.5% weight to 2%, in Growth portfolio ( start price $68 - current price $77.50), could you elaborate on the rationale, a little more, for a better understanding. If the valuation is stretched, is the current price is expensive, in your opinion ? Also. generally, if you like a company and the sector, the model portfolio will hold a position 2.5-3.5% or higher.

We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.

Thank You
Read Answer Asked by rajeev on May 26, 2023
Q: An analyst on BNN said today that he feels Stantec's share price could double in the next 5 years, as they do a lot of business in the USA, which is spending a lot on infrastructure improvements, which should benefit Stantec. He felt their headcount in 5 years could be roughly where WSP Global's headcount is now, with some of the growth coming from acquisitions. Wondering what you think of Stantec's growth potential over the next 5 years, and also about their debt levels. Looking at the balance sheet, the debt to cash flow looks a little high.
Read Answer Asked by Dan on May 26, 2023
Q: Hi, There has been recent commentary and reports from analysts that trucking sector is witnessing a slowdown and getting hurt with lower rates. They also say that these headwinds may persist for at least later half of this year. ( or longer, depending upon, how recession scenario plays out ). Recent results from companies in the sector has only confirmed this.

Specific to TFI, analysts have commented that the discount is already reflected in the current valuation and M&A will likely offset the slowdown impact to certain extent, over time. However, consensus is that any near term recovery is unlikely.

We have a small <1% position in TFII and were contemplating to eliminate it and use the funds to add to existing 1% position in CP or to further add to ATS { better momentum and visibility ).

What are your thoughts ?

Thank You

Thank You
Read Answer Asked by rajeev on May 26, 2023
Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while
Read Answer Asked by Brett on May 24, 2023
Q: Hi, ATS Corp has launched a public offering of 6,000.000 ( 6.9 mln with overallotment option) new common shares in US and Canada. Pricing will be determined in market context, once underwriting agreements are complete with Goldman, JPM and TD.

Could you please help us understand the implications of this news /transaction as a current shareholder.

What is the % of the secondary to present o/s shares ?

In your view, could it result in a stock weakness - at least a temporary overhang and offer an opportunity to add to our position and if so, what would be the price range ?

Thank You


Read Answer Asked by rajeev on May 24, 2023
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