Q: Updated opinion please on GDI, earnings were light again. Still positive on their outlook going forward?
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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.
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Recently you recommended the above companies as top 5 small caps. Could you rank from 1 to 5 re: upside potential?
I currently own EQB and GSY.
Many thanks
I currently own EQB and GSY.
Many thanks
Q: GDI or TSU for 2024?
Thank you!
Thank you!
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Lumine Group Inc. (LMN)
Q: Hi There,
Which 2-3 Canadian companies would you be adding to with your TFSA contribution this year?
Thanks
Which 2-3 Canadian companies would you be adding to with your TFSA contribution this year?
Thanks
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Nuvei Corporation (NVEI)
Q: Peter,
As tax loss selling abates, what are your top five candidates for a bounce back in the new year?
Thanks for your great service,
David
As tax loss selling abates, what are your top five candidates for a bounce back in the new year?
Thanks for your great service,
David
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- The Walt Disney Company (DIS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Interactive Brokers Group Inc. (IBKR)
- Celsius Holdings Inc. (CELH)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Nuvei Corporation (NVEI)
Q: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: What are your top 5 small caps with early 2024 bounce potential with 3-5yr hold?
- Amazon.com Inc. (AMZN)
- Canadian National Railway Company (CNR)
- Crescent Point Energy Corp. (CPG)
- WSP Global Inc. (WSP)
- ATS Corporation (ATS)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Crocs Inc. (CROX)
- Celsius Holdings Inc. (CELH)
- Lumine Group Inc. (LMN)
Q: I have the above stocks in my TSFA account. All about equal weighted. Which stock would you add the $7000 2024 contribution to?
Or do you not favour any of the above and have another suggestion?
Thanks for everything and happy Holidays to everyone.
Dave.
Or do you not favour any of the above and have another suggestion?
Thanks for everything and happy Holidays to everyone.
Dave.
- Park Lawn Corporation (PLC)
- Cenovus Energy Inc. (CVE)
- Precision Drilling Corporation (PD)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Real Matters Inc. (REAL)
- Trisura Group Ltd. (TSU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.
Q: TFII or GDI: which company has more upside going forward?
Thanks for your service!
Thanks for your service!
- Premium Brands Holdings Corporation (PBH)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Trisura Group Ltd. (TSU)
- iShares Russell 2000 Value ETF (IWN)
- Lumine Group Inc. (LMN)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: Would appreciate a couple of options for holding some U. S. $$ in a taxable investment account for at least one year. I am more interested in capital appreciation than in current .income in these interesting times. Sector not an issue. Could be individual securities or ETFs. Thanks for your continuing support. Bill
- Premium Brands Holdings Corporation (PBH)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Trisura Group Ltd. (TSU)
- Lumine Group Inc. (LMN)
Q: Looking to invest a portion of available cash into solid smallish-cap companies that have yet to move towards their fair value that could be reached in a more positive part of the cycle - which I am guessing/assuming is coming. Please provide suggestion in either Canadian and/or US markets.
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Trisura Group Ltd. (TSU)
- Lumine Group Inc. (LMN)
Q: I have seen several analysts commenting recently on how undervalued small cap stocks are compared to larger cap stocks. Some saying we are at the cheapest levels they have ever seen for small caps. If you were to put together a portfolio of 10-12 Canadian small cap stocks intending to benefit from a return to more typical valuations, which stocks would you include? Not thinking about highest risk types, like early phase biotech, exploration stage mining companies, but rather, for high quality, profitable, growing businesses.
- Exchange Income Corporation (EIF)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
Q: Can I get your thoughts on the quarterly results for GDI and EIF?
Thank you, Keith
Thank you, Keith
- Dollarama Inc. (DOL)
- FirstService Corporation (FSV)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TECSYS Inc. (TCS)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!
Thanks!
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
Q: Do you continue to like TVK as a long term compounder? It's had a decent pull back to $32-33 off the highs. Would this be a good entry point? Recently announced a new credit facility but other than that, not much news still earnings back in Aug. What growth drivers do you see going forward? Looking to possibly sell GDI to buy TVK. Thanks!
- WSP Global Inc. (WSP)
- Toromont Industries Ltd. (TIH)
- ATS Corporation (ATS)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Boyd Group Services Inc. (BYD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: What are your thoughts on GDI? I've been holding in my TFSA for around 3 years and up 12%. They made a purchase last week which looks good. Its more or less been flat and slightly down for the last little while. I know you like it and still hold but I'm looking to high grade this stock for a better alternative if there is one. Looking at total return 5+ yrs, what small/mid cap stocks would you rank above this one currently that I could swap with? Some names that come to mind are TVK (not held) and HPS.A (holding already). So I would sell GDI and buy one of the others, which do you like currently that have greater growth potential? If any others in Cad or US, please offer your suggestions.
Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!
Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Hello
I am looking to deploy some capital ($8,000) into the new FHSA and was looking for some ideas of how to diversify this $$. I have a 3-5 year timeframe and will likely not be actively trading these positions. Can you please advise how it would be best to deploy the funds given the time frame and with a moderate to high risk tolerance.
Can be the companies mentioned above or others. CSU would be great but given it is almost $3,000 a share, not much room to work with that.
Was thinking along the lines of 100 shares of BN @ $42 range and 200 shares of Lumine @ $19 range
Any other ideas of price points you think might be best?
Thanks as always for your help
I am looking to deploy some capital ($8,000) into the new FHSA and was looking for some ideas of how to diversify this $$. I have a 3-5 year timeframe and will likely not be actively trading these positions. Can you please advise how it would be best to deploy the funds given the time frame and with a moderate to high risk tolerance.
Can be the companies mentioned above or others. CSU would be great but given it is almost $3,000 a share, not much room to work with that.
Was thinking along the lines of 100 shares of BN @ $42 range and 200 shares of Lumine @ $19 range
Any other ideas of price points you think might be best?
Thanks as always for your help
- ATS Corporation (ATS)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- EQB Inc. (EQB)
- Trisura Group Ltd. (TSU)
Q: Can you list five companies in your growth portfolio that you would add to at this time.
Thanks Steve
Thanks Steve
- Intuitive Surgical Inc. (ISRG)
- Constellation Software Inc. (CSU)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Old Dominion Freight Line Inc. (ODFL)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
Q: What are your top 5 Canadian growth picks for the next year? Please rank and explain why each is a strong choice? Also, what are US choices?