Investment Q&A

Q: I am looking to invest in a solid high quality company with a good balance between dividend growth and earnings growth. Would you please add your 4 other favourites to my list of 4 and rank them from highest conviction to lowest for total returns over 1) a 1 year hold and 2) a 3-5 year hold.


Thanks for the great service
Scott

Q: Hi,

Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!

Q: What's your view of TFII. This week there have been analyst ratings that aren't that good. Couple of holds and a sell (according to TD Research). Where do you think it will be in 6 months? How do you rate it - sell, hold or buy?

Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please

Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.

Q: Can you provide a list of your top 3 down trodden stocks that have faced more macro-related challenges, but still quality companies. I’m looking for companies oversold with a 2 year investment timeline.

Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!

Q: Good morning if you had to own one of these in a long term RRSP which would you side with and why?

Thanks

Q: WSP has been flat this year while Aecon has had a nice advance.Also, Transforce is recovering.I am thinking of replacing WSP with Aecon or Transforce.Your thoughts please.
Merry Christmas.

Q: On the weekend, a prominent Canadian brokerage report noted the following:

" The Dow Transportation Index has outperformed the Dow Industrial Index by 405
basis points in November — the most we have seen since June 2023.
Through December 5, the Dow Transportation Index has continued to
outperform the broader index. Since the week ending November 21, the Dow
Transportation Index has outperformed the Dow Industrial Index for three
consecutive weeks and five of the last six weeks. "

The analyst also commented that most of this outperformance emanated from Freight equities and that they have seen a pick up in Dry van TL rates which gives them optimism that the freight cycle continues to slowly turn higher after a more-than-four-year recession.

They view TFII to be the greatest beneficiary of this turnaround.

Do you agree ?

And if one has no exposure to Transports, would this be a good time to initiate a position in this sector ? Also, what would be your preferred name among TFII, CNR and CP and why ?

Thank You

Q: assuming that AI will eventually assist in allowing transportation/logistic companies to become more efficient, would DSG and TFII be the logical choices? any other suggestions - US or domestic
thanks

Q: Best choice of these 2 for overall return? Not concerned that MTL is much smaller marketcap....
Thanks.

Q: ATD: own small position - 1000 shs in NON-registered - shares have been stagnant for quite a while. Thinking of selling and buying CJT or TFII for turn around. Comments please.

Q: I understand that the stocks are all from different sectors and sizes, but which order would you initiate a position?

Q: Hello,
Wondering what your thoughts are on accumulating TFII at these levels? For a longterm hold. I realize there might be more tax loss selling and pressure on the stock if a recession arises but would this be already priced into the stock at this time?

Thank you

Q: Bought small position in Feb. of this year (500 shs) @ $131.00. What are your thoughts on this company long-term?

Q: Retired, dividend-income investor. I am a little short on Industrials and am looking for a few ideas for me to do further research. I have a full position on WSP (trimmed it multiple times, having bought it at $36 in 2014). I also own CDZ, ZLB, ZWC, each having roughly 10% industrials.

Some initial ideas I have include CNR, TFII, and other stock and ETF ideas from you. I would prefer that you screen for having a dividend (>2%-?).

Thanks for your help....Steve

Q: Tfii appears to be getting some legs and wonder if it should be bought before earnings date or wait to see if the transport industry is going to get relieve from tarrifs. Also would tax loss selling have an effect on this stock.

Thanks
Rick

Q: Good Day,

With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?

It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?

Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?

No need for megacap names, I'm well represented there.

Thanks!

James

Q: As we enter "tax loss selling" season, any sectors or specific companies that you would consider, both Canadian and US ?