Investment Q&A

Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You

Q: Retired investor with a long term view. I will need to take some money from that account for living expenses. Holding both stocks sitting at a 4% weighting in a taxable account with 180-300% profit. Industrials are my largest holdings. I would like to take one down to 3% and reap some profit on the way. Which would you sell first or would you scrape a little bit of both?
Thank you for your invaluable service.
Yves

Q: Good morning,

A follow-up question to Angus’ question from yesterday about the P/E and PEG of these three companies…

As I understand the PEG ratio, a PEG under 1 suggests the stock is undervalued for its expected level of growth and over 1 suggests overvalued. So would you interpret these three PEG ratios that WSP is currently overvalued? If you were adding to these three, all other things being equal, would you be least likely to add to WSP, adding to the other two first as they have a a better current value?

Thank you for your insights in these early learning days of my investing journey…

Doris

Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks

Q: Can you please give me forward P/E and PEG ratios for these three stocks and can you please rank them in order of your preference for a long term hold? Thanks

Q: How would you compare these 2 as buys and growth forward.
Thanks again

Q: Hi 5i
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: Your opinion on TFI's quarterly results please and thank you.

Q: For a RESP rebuild with 5 years till 4 annual withdrawals start, to achieve a higher total return with lower volatility, do you think the above stocks will reach the intended goal. Thank you so much

Q: I hold the listed equities/ ETF in my 14 year old grandson's RESP account. Given thee current environment what changes would you make in preparation for the next 4 years? I consider HFR is cash available.

Woule you consider adding some US listings for diversification? Given some current thinking regarding the US dollar would it be wiser to add Cdn listed ETFs of US companies? . What would be the tax implications of adding US listed companies that do not pay a dividend? Any paperwork?

Thanks very much. Take whatever credits are needed.

are there any stocks in the account that you would replace?,

Mike

Q: Any reason for the large increase today? I cannot find any news on the stock.

Q: Which company would recommend between TFII.TO or ODFL and why

Q: I am looking at investing 2023 contributions (2 x $6500) in stocks and/or ETFs. Please provide 5 stocks and 5 ETFs for long term hold. Rank the stocks and ETFs and comment on why they are being recommended,

Current stock holdings include: BYND, BAM, BN, REGN, TSLA

Current ETFs: QQQ, VGRO, ZEM, SKYY, IHI, XIT and SPY

Thank you

Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.

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!

Q: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks

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

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: Should I be seeking TFII with headwinds on the horizon?

https://www.freightwaves.com/news/trucking-bloodbath-snares-fleets-large-and-small