Q: can you provide the forward P/E ratio. forward PEG ratio. and forward P/S ratio to the historical ratios of GDI. lastly what are the current risks?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Freeport-McMoRan Inc. (FCX)
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LyondellBasell Industries NV Class A (Netherlands) (LYB)
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Northrop Grumman Corporation (NOC)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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ATS Corporation (ATS)
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Agnico Eagle Mines Limited (AEM)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Wajax Corporation (WJX)
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Nutrien Ltd. (NTR)
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Rio2 Limited (RIO)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
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Questor Technology Inc. (QST)
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Savaria Corporation (SIS)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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TECSYS Inc. (TCS)
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Trisura Group Ltd. (TSU)
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Converge Technology Solutions Corp. (CTS)
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Neighbourly Pharmacy Inc. (NBLY)
Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash reserves, level of debt, earnings etc. With this in mind, is it strong enough to weather a continued market slump in growth stocks. Does it have the potential for growth. Also can you provide your opinion on management, its background experience and its holdings of common shares. Has there been any significant insider trading lately. If I decide to finally move on from this stock do you have any suggestions for a replacement growth stock, not necessarily in the same sector.
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Booking Holdings Inc. (BKNG)
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Restaurant Brands International Inc. (QSR)
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FirstService Corporation (FSV)
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A&W Revenue Royalties Income Fund (AW.UN)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Airbnb Inc. (ABNB)
Q: Hello Peter and Team
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching
Raouf
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Constellation Software Inc. (CSU)
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TFI International Inc. (TFII)
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Tricon Residential Inc. (TCN)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Trisura Group Ltd. (TSU)
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU)
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Neighbourly Pharmacy Inc. (NBLY)
Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek
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Q: Hi 5i Team,
Do you like GDI Integrated Facility ?
Would you be comfortable buy this stock?
Thanks
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: In which order would you initiate positions in these stocks?
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Procter & Gamble Company (The) (PG)
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BRP Inc. Subordinate Voting Shares (DOO)
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A&W Revenue Royalties Income Fund (AW.UN)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What would be your top 10 Canadian and US value equities for 2023? Appreciate the work you do. Thanks. Rick
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Constellation Software Inc. (CSU)
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BRP Inc. Subordinate Voting Shares (DOO)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Can you recommend 3-5 choices for an RRSP investment. Can you confirm that one would generally choose less speculative investments or less risky investments within an RRSP, as one can not "harvest" a tax loss within an RRSP
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Kinaxis Inc. (KXS)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Dye & Durham Limited (DND)
Q: Hi 5i Team,
Do you see any small cap names that are looking especially attractive at the moment?
Thanks!
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Kinaxis Inc. (KXS)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Dye & Durham Limited (DND)
Q: What are your top 5 Canadian growth small cap picks for a TFSA? and why (what makes each of them worthy)?
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Savaria Corporation (SIS)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
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Consumer Discretionary Select Sector SPDR (XLY)
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Boyd Group Services Inc. (BYD)
Q: Will you please give your opinion of undervalued stocks in the industrial and consumer discretionary sectors (with good dividends). Also, related ETF's would be appreciated. Thank you for your great service.
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Freeport-McMoRan Inc. (FCX)
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Mosaic Company (The) (MOS)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Agnico Eagle Mines Limited (AEM)
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Savaria Corporation (SIS)
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Acadian Timber Corp. (ADN)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Albemarle Corporation (ALB)
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NV5 Global Inc. (NVEE)
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Reliance Steel & Aluminum Co. (DE) (RS)
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L3Harris Technologies Inc. (LHX)
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Jacobs Solutions Inc. (J)
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Boyd Group Services Inc. (BYD)
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West Fraser Timber Co. Ltd. (WFG)
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Boyd Group Services Inc. (BYD)
Q: If I have to pick two names out of 4 which one it would be for Growth in TFSA
ATA, GDI, TRI, BYD,
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Tricon Residential Inc. (TCN)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.
What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.
Thanks, your fan
Cathy
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Enghouse Systems Limited (ENGH)
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Alimentation Couche-Tard Inc. (ATD)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I know you rate this stock as an A and according to your report, think quite highly of it.
Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.
Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.
Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.
If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.
If your answer is no, why?
Thanks
Sheldon
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Netflix Inc. (NFLX)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Converge Technology Solutions Corp. (CTS)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Roblox Corporation Class A (RBLX)
Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?
In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?
Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!
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Dollarama Inc. (DOL)
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FirstService Corporation (FSV)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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AcuityAds Holdings Inc. (AT)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Tamarack Valley Energy Ltd. (TVE)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Karora Resources Inc. (KRR)
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CloudMD Software & Services Inc. (DOC)
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Docebo Inc. (DCBO)
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VersaBank (VBNK)
Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.
Regards
Anthony
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Finning International Inc. (FTT)
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Intertape Polymer Group Inc. (ITP)
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Exco Technologies Limited (XTC)
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Hardwoods Distribution Inc. (HDI)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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North American Construction Group Ltd. (NOA)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Anaergia Inc. Subordinate Voting Shares (ANRG)
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.
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