Investment Q&A

Q: We finally have an RESP for our grandchild.

Ready for first equity purchase starting with about $6000.

Looking for suggestions.

Thanks

Q: Hi, ATD has been quite a steady performer for years. Would you be comfortable starting a new position at current price ? If yes, would it be prudent to buy partially now and wait for the results to fill in the rest ? What is the growth trajectory for this co. and its stock, in your view ? Thank You

Q: Out of these 4, what two would you sell today and why (I know they are very different)? If you could include a comment on valuation please do.

Also, how does that answer change if we were to enter a recession?

Q: I need to fund my annual RRIF withdrawal soon. Of the 5 companies listed, could you please arrange them in order of which to sell considering future upside possibilities?
Thank you.

Q: I need to liquidate some equities to be able to pay out my RMD. I am inclined to sell the above 2 stock (NVEI and PBH), seeing only downward momentum compared to the other equities (above) I have that show steady or upward momentum. Might you agree?

Q: Thoughts on buying these here in an RRSP or RESP and forgetting about them for a few years ? Any you would change ? Thank you.

Q: I have a half decent position in Alimentation Couche-Tard...Never enough when a stock is gaining and acting well...
- I have wanted to add to my position for a while, but have not pulled the trigger yet, And I Missed buying before the recent run up...

- Do you think buying more shares at this point makes sense or would you wait for a pullback...
- Valuation wise do you see as good entry point to add or hold
Thanks

Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!

Q: What would consider as a good entry point for each of these and also a price target please.
Thank you

Q: For new TFSA money this year what are your top 6-7 picks within your balanced portfolio as of today?

Q: As a dividend growth investor I'm looking for one more (non-financial) growth company to add to my group that already includes ATD and CNR. I've done a side-by-side comparison of the following three outlining concerns for each:

FSV - Reasonable debt levels. In a recession, perhaps the strongest of the three (?), but always expensive.

SJ - Arguably a bit of a moat, reasonable debt. But by already owning CNR, does it make sense to own a company whose business includes railway ties?

DOO - Great growth, nice dividend growth, and very attractive moat. But what about that debt ?...and in a recession who is going to buy those "toys" ?

Not looking for personal advice, but I would welcome any comments on the concerns I've mentioned. Thanks.

Q: your thoughts please on the investor day?

Thx

Q: I like both, but only have sufficient funds to add one of the listed stocks in my TFSA. Which of the two does 5i feel has the higher growth potential over the next few years?
Thank you. Edward

Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS

Q: Gentlemen;

What 5 core stocks, Canadian or US, would you want to add to today?

Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?

Thx

Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton

Q: Hi - if inflation stays persistent and rates remain firm or a bit higher, what sectors would you favour? Has the market already identified this and they are they already outperforming? If not, what names would you recommend for purchase at their current prices?
As always, thank you for your insight.

Q: Could you rank in order which you think will have the greatest growth over the next 3-5 years?
Thanks
Jeff

Q: Thoughts on the 1/4 and guidance ? Thank you.