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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.

Q: Happy 2023 after learning the hard way in 2022 that growth is not always the best rewarded investments. Anyway this shall pass too. My question is about the impact from the interest raise that may potentially slow down buying new cars. It seems to me that the car parts retailers such as that sells “aftermarket auto parts and accessories” may be a good bet for 2023.

Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.

What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.

Thanks a Million$


Read Answer Asked by Yves on January 04, 2023

Q: Ever since I started investing roughly ten years ago, I've always enjoyed trying to identify companies that could become acquisition targets. Could you please name five companies (TSX only) that you believe have a high likelihood of being acquired or taken private in this current environment? Thank You

Read Answer Asked by Andrew on May 12, 2022

Q: Can you please provide the names of some Canadian blue chips with the best balance sheets regardless of sector?

Read Answer Asked by James on March 03, 2022

Q: I was looking to add (NEE) Nextera to my RRSP and Exco (Xtc) to my unregistered account for some dividend paying companies based on some insider buying. What do you think of the financial ratios for these stocks, their history, the industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Read Answer Asked by James on February 15, 2022

Q: please list your 5 favourite GARP.companies (growth at a reasonable price). please show their 1. peg. 2.p/e. 3.price to sales ratio. 4 debt to equity. thanks Richard

Read Answer Asked by richard on January 09, 2022

Q: If you had a well balanced portfolio and were looking to add some medium to small sized companies that were involved in industrial activity of various types, how would you feel about each of these companies on a scale of 1 to 10, with a 10 being a stock you definitely want to add right now, a 1 being a stock you have absolutely no interest in, and a 5 being a stock you thought was not bad, but not good enough to want to buy it. Say you have a risk tolerance of about a 7, with 10 being high and 1 being low. Looking for long term total return. ANRG, DIR.UN, FTT, GDI, HDI, ITP, NOA, XTC.

Read Answer Asked by Dan on January 09, 2022

Q: Happy Monday Peter , just wondering what value stocks you might think are a good investment right now thx Kim

Read Answer Asked by Kim on January 09, 2022

Q: Good morning, I have 32 positions spread between the two TFSA's that I manage. I'd like to get that down to 25. The above are holdings that have fallen to less than half positions and I'm wondering if you could suggest 6 or 7 for removal. Also are there any that you would add to in order to bring them up to half positions. Secondly, without knowing my weightings, do you have a suggested sector or two for this years TFSA contribution?

Read Answer Asked by Rod on January 06, 2022

Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?

Read Answer Asked by Chris on December 21, 2021

Q: Which Canadian companies stand to get hurt the worst with this trade war coming with USA
as they are starting to play Hard Ball with us.

Read Answer Asked by JAMES on December 15, 2021

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Read Answer Asked by Dale on November 15, 2021

Q: Good morning,

I would like your opinion on why this company doesn't seem to get any love from investors.? The most recent Q results look good, great insider ownership.
Sales increased 78% excluding foreign exchange impact
EBITDA growth of 225% to $15.2 million
EBITDA margin of 13.2% compared to 6.6% prior year
EPS of $0.22 compared to ($0.02) prior year
Targets annual EPS of $1.90 by F2026
Quarterly dividend of $0.10 per common share

Read Answer Asked by Kolbi on August 06, 2021

Q: Good Morning,
I am interested in investing in XTC for its dividend and growth potential. I know very little about its debt level. Is it in the acceptable range? Also how secure is their dividend? Are they in competition with Magna and other automotive companies? What are their prospects of growth in this environment? Thanks for your input.

Read Answer Asked by Jane on May 26, 2021