Investment Q&A

Q: Seems to me that the market must be offering up some strong, well run companies that, for some strange reason, are trading at much lower prices than what they deserve. These kinds companies pay a good dividend, have a strong balance sheet and their forward earnings look good and dependable. (perhaps you call these kinds of companies 'value' companies). Anway, here's my question, I would like to begin investing in them and would appreciate your opinion on a number of these value companies that I should consider adding to my portfolio. Perhaps 6 Canadian and 6 American. Thanks as always for your appreciated opinion.

Q: Thank you for my recent question re re-allocation of winners and losers. The above 3 equities represent approx 9% each in my portfolio of 25 in total. If I bring these 3 companies back below 7% each, which companies in either your growth or balanced funds should I add to with the proceeds.

Q: I am just preparing for charitable giving and was wondering which stock to use. It is down to cnr and tfii. I know this is subjective but I was wondering what you thought would be a reasonable weighting on tfii for a retired investor?
Thanks

Q: Looking for an industrial stock to pair with WSP. CNR has lower volatility, but a higher p/e compared to TFII. I am older looking for total return close to 10%. Would welcome other suggestions. Thank you

Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.

Q: I'm looking for high quality dividend growers, like TD as an example

Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.

Q: Overall, good results and we like the confidence shown by the large dividend bump.

Well, obviously the market doesn't seem to agree with you. The key point is what is the future outlook for the company?

That will be the telltale.


Sheldon

Q: Thoughts on the latest quarter?

Many thanks

Q: Looking at EFN and TFII to deploy new money. EFN has done better the last 6 months and appears more expensive. RBC rates them both outperform. How comparable are their businesses and which one do you consider more attractive at present? Thanks for your help.

Q: I hold ATA and TFII and I am considering adding either GFL or CJT for industrial exposure in a TFSA account. What would be your choice if either.
Thanks
Roy

Q: On Friday FDX announce it was having a distressed quarter going forward with earnings down potentially as much as 50%.

The CEO even suggested he feels there will be a worldwide recession.

If what he is saying is true and a real threat going forward, is TFII facing the same issues and what is their outlook?

Thanks


Sheldon

Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.

Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you

Q: Wow, it appears that there will be further, possibly much further decline in stock prices over the next while. That got me thinking/wondering about trimming of selling Canadian stock held in the TFSA....and these stocks are also held in a trading and registered account. Some, like ATZ and PBH are in the consumer discretionary sector, a sector that might be considered more risky in the current market setting. An others, like GSY that is the loan business, a subsector of the financial sector. And finally, there is industrials like TFII, and a US position in TT that also sells into Europe which is in turmoil. This is a sample of the holds that are still in a gain position. Would you consider trimming back to a more risk appropriate weighting, selling the ones in TFSA and avoid income tax or just hold and ride it out???....Thanks for your insight....Tom

Q: Any idea why TFII is down $10 today?

Sheldon

Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??

Q: TFII has jumped significantly in the last 6 weeks or so. Do you think this current momentum will continue or time to trim? Thank you for your excellent service.

Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?

Q: Good afternoon,

I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.

Your service is always greatly appreciated, thank you,

Lisa