Q: I hold RBA in my TFSA and have done well. TIH is performing better over the past 6 months. Over 5 and 10 years performance of the stocks is even. I notice you like TIH and would you switch from RBA to TIH for a 3 year hold. I am looking for steady /conservative growth and not concerned about a dividend. Thank you
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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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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $169.39)
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Element Fleet Management Corp. (EFN $36.31)
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Enghouse Systems Limited (ENGH $20.74)
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TMX Group Limited (X $51.49)
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Toromont Industries Ltd. (TIH $158.38)
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TFI International Inc. (TFII $129.98)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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goeasy Ltd. (GSY $162.08)
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TerraVest Industries Inc. (TVK $143.80)
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Propel Holdings Inc. (PRL $27.08)
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
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Loews Corporation (L $103.05)
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Dollarama Inc. (DOL $176.67)
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Intact Financial Corporation (IFC $267.17)
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Metro Inc. (MRU $92.18)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.98)
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Toromont Industries Ltd. (TIH $158.38)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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Premium Brands Holdings Corporation (PBH $95.15)
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goeasy Ltd. (GSY $162.08)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.50)
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EQB Inc. (EQB $93.56)
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FirstService Corporation (FSV $185.04)
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Thomson Reuters Corp (TRI $151.70)
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Core Natural Resources Inc Com (CNR $97.71)
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GFL Environmental Inc. Subordinate no par value (GFL $45.92)
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TFI International Inc - Ordinary Shares (TFII $93.17)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
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Brookfield Renewable Partners L.P. (BEP.UN $38.98)
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TMX Group Limited (X $51.49)
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Toromont Industries Ltd. (TIH $158.38)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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Hydro One Limited (H $49.44)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.
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WSP Global Inc. (WSP $280.53)
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Toromont Industries Ltd. (TIH $158.38)
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Transdigm Group Incorporated (TDG $1,285.85)
Q: Hi,
Can I have your three top picks for industrials.
Thanks,
Robert
Can I have your three top picks for industrials.
Thanks,
Robert
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Toronto-Dominion Bank (The) (TD $112.34)
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Bank of Nova Scotia (The) (BNS $88.42)
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Constellation Software Inc. (CSU $3,869.33)
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Dollarama Inc. (DOL $176.67)
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Intact Financial Corporation (IFC $267.17)
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WSP Global Inc. (WSP $280.53)
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Descartes Systems Group Inc. (The) (DSG $135.85)
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FirstService Corporation (FSV $258.35)
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Toromont Industries Ltd. (TIH $158.38)
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Thomson Reuters Corporation (TRI $211.75)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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goeasy Ltd. (GSY $162.08)
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EQB Inc. (EQB $93.56)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
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Toronto-Dominion Bank (The) (TD $112.34)
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Bank of Nova Scotia (The) (BNS $88.42)
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Canadian Natural Resources Limited (CNQ $45.55)
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Sun Life Financial Inc. (SLF $86.45)
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Constellation Software Inc. (CSU $3,869.33)
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Intact Financial Corporation (IFC $267.17)
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Fortis Inc. (FTS $70.31)
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Descartes Systems Group Inc. (The) (DSG $135.85)
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Toromont Industries Ltd. (TIH $158.38)
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Hydro One Limited (H $49.44)
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EQB Inc. (EQB $93.56)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
Q: What are your top highest conviction stocks right now for compound growth over next five years?
Q: Can you comment on TIH’s earnings report?
How is the current evaluation compared to the historical evalution? Do you think Tariff news could bring the stock down?
How is the current evaluation compared to the historical evalution? Do you think Tariff news could bring the stock down?
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Toronto-Dominion Bank (The) (TD $112.34)
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Bank of Nova Scotia (The) (BNS $88.42)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.03)
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Constellation Software Inc. (CSU $3,869.33)
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Dollarama Inc. (DOL $176.67)
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Intact Financial Corporation (IFC $267.17)
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WSP Global Inc. (WSP $280.53)
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Stantec Inc. (STN $157.82)
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Descartes Systems Group Inc. (The) (DSG $135.85)
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FirstService Corporation (FSV $258.35)
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Toromont Industries Ltd. (TIH $158.38)
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Thomson Reuters Corporation (TRI $211.75)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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goeasy Ltd. (GSY $162.08)
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EQB Inc. (EQB $93.56)
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Propel Holdings Inc. (PRL $27.08)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
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Suncor Energy Inc. (SU $57.00)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.03)
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Tourmaline Oil Corp. (TOU $62.06)
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Celestica Inc. (CLS $355.75)
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Pason Systems Inc. (PSI $11.90)
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Toromont Industries Ltd. (TIH $158.38)
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Russel Metals Inc. (RUS $42.01)
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goeasy Ltd. (GSY $162.08)
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Tamarack Valley Energy Ltd. (TVE $6.34)
Q: Hello,
From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?
Thank you.
From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?
Thank you.
Q: Why would I want to hold these in the current economic conditions? If things change can they reach highs again or do you predict further downward movement? Appreciate your insight.
Q: Your comments on their recent numbers please.
Thx
Thx
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Bank of Nova Scotia (The) (BNS $88.42)
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Canadian Natural Resources Limited (CNQ $45.55)
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Great-West Lifeco Inc. (GWO $58.27)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.03)
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Constellation Software Inc. (CSU $3,869.33)
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Intact Financial Corporation (IFC $267.17)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.78)
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Peyto Exploration & Development Corp. (PEY $19.96)
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WSP Global Inc. (WSP $280.53)
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Northland Power Inc. (NPI $24.68)
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FirstService Corporation (FSV $258.35)
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Toromont Industries Ltd. (TIH $158.38)
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Birchcliff Energy Ltd. (BIR $6.05)
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Thomson Reuters Corporation (TRI $211.75)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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EQB Inc. (EQB $93.56)
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Olympia Financial Group Inc. (OLY $112.55)
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GFL Environmental Inc. subordinate voting shares (GFL $64.08)
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Topaz Energy Corp. (TPZ $26.18)
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Topicus.com Inc. (TOI $141.33)
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Propel Holdings Inc. (PRL $27.08)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
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Lumine Group Inc. (LMN $40.21)
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
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Illinois Tool Works Inc. (ITW $252.75)
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Loblaw Companies Limited (L $54.87)
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Dollarama Inc. (DOL $176.67)
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Metro Inc. (MRU $92.18)
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Toromont Industries Ltd. (TIH $158.38)
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North West Company Inc. (The) (NWC $46.19)
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Hydro One Limited (H $49.44)
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Rollins Inc. (ROL $58.12)
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Brown & Brown Inc. (BRO $95.96)
Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks
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Toronto-Dominion Bank (The) (TD $112.34)
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Bank of Nova Scotia (The) (BNS $88.42)
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Canadian Natural Resources Limited (CNQ $45.55)
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Sun Life Financial Inc. (SLF $86.45)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.03)
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Constellation Software Inc. (CSU $3,869.33)
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Fortis Inc. (FTS $70.31)
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Tourmaline Oil Corp. (TOU $62.06)
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Toromont Industries Ltd. (TIH $158.38)
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Miscellaneous (MISC)
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goeasy Ltd. (GSY $162.08)
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EQB Inc. (EQB $93.56)
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D2L Inc. Subordinate Voting Shares (DTOL $18.46)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
Q: Hi Chris, With today's blood bath, please advise if you think of screaming buy high conviction stocks for growth and dividend. If possible price range too. Thanks
Q: I saw a big correction on this stock Enterprise Group Inc.
What is their business model. Are they cash flow positive. Can their business model last over 10 years. Do you see the company start a buy back program and dividend.
In advance, thank you for taking your time to answer my questions.
What is their business model. Are they cash flow positive. Can their business model last over 10 years. Do you see the company start a buy back program and dividend.
In advance, thank you for taking your time to answer my questions.
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Stantec Inc. (STN $157.82)
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Descartes Systems Group Inc. (The) (DSG $135.85)
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Toromont Industries Ltd. (TIH $158.38)
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Topicus.com Inc. (TOI $141.33)
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D2L Inc. Subordinate Voting Shares (DTOL $18.46)
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Lumine Group Inc. (LMN $40.21)
Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!
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Stantec Inc. (STN $157.82)
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Descartes Systems Group Inc. (The) (DSG $135.85)
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FirstService Corporation (FSV $258.35)
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TMX Group Limited (X $51.49)
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Toromont Industries Ltd. (TIH $158.38)
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goeasy Ltd. (GSY $162.08)
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TerraVest Industries Inc. (TVK $143.80)
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EQB Inc. (EQB $93.56)
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Topicus.com Inc. (TOI $141.33)
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Propel Holdings Inc. (PRL $27.08)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.
Q: you recently had a favorable report on TIH . could you please tell me if they do most of their business in Canada. thanks once again
Q: I have a question about Toromont Industries Ltd. How do you rate Finning versus Toromont?
Thanks.
Thanks.