Q: Hold these 3 stocks in TFSA: NVDA, FRU and HPS.A. I have $15K in cash. What stock would be a good addition?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
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 $36.42)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $107.24)
-
Brookfield Corporation Class A Limited Voting Shares (BN $54.17)
Q: Happy New Year!
I am looking at where to deploy my TFSA contribution for this year and would be interested to hear your thoughts. My largest position is BN at close to 5% so I am thinking of adding to my smaller positions listed above. If this were your portfolio, would you add this year's $7000 to one stock, or add smaller amounts to two or three stocks? Or, would you only add to BN as it is still at a sleep at night percentage?
Thank you!
I am looking at where to deploy my TFSA contribution for this year and would be interested to hear your thoughts. My largest position is BN at close to 5% so I am thinking of adding to my smaller positions listed above. If this were your portfolio, would you add this year's $7000 to one stock, or add smaller amounts to two or three stocks? Or, would you only add to BN as it is still at a sleep at night percentage?
Thank you!
-
Celestica Inc. (CLS $388.66)
-
goeasy Ltd. (GSY $36.42)
-
Firan Technology Group Corporation (FTG $17.39)
-
TerraVest Industries Inc. (TVK $141.87)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Albemarle Corporation (ALB $179.45)
-
Kraken Robotics Inc. (PNG $8.20)
-
Zedcor Inc. (ZDC $4.64)
-
Comfort Systems USA Inc. (FIX $1,366.77)
-
Kratos Defense & Security Solutions Inc. (KTOS $71.94)
-
BWX Technologies Inc. (BWXT $202.59)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.26)
-
Hims & Hers Health Inc. Class A (HIMS $19.38)
-
Tantalus Systems Holding Inc. (GRID $4.44)
-
Robinhood Markets Inc. (HOOD $66.02)
-
Propel Holdings Inc. (PRL $17.70)
-
Telesat Corporation Common and Variable Voting Shares (TSAT $51.17)
-
Reddit Inc. Class A (RDDT $121.84)
Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton
-
Amazon.com Inc. (AMZN $199.34)
-
NVIDIA Corporation (NVDA $167.52)
-
goeasy Ltd. (GSY $36.42)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Nebius Group N.V. (NBIS $100.82)
-
Microsoft CDR (CAD Hedged) (MSFT $25.35)
-
Alphabet CDR (CAD Hedged) (GOOG $44.08)
Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?
Thanks,
Terry
Best of the Season
Thanks,
Terry
Best of the Season
-
Finning International Inc. (FTT $85.35)
-
Descartes Systems Group Inc. (The) (DSG $96.72)
-
TMX Group Limited (X $47.80)
-
Toromont Industries Ltd. (TIH $189.99)
-
TerraVest Industries Inc. (TVK $141.87)
-
EQB Inc. (EQB $110.84)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $107.24)
-
MDA Space Ltd. (MDA $34.52)
-
Telesat Corporation Common and Variable Voting Shares (TSAT $51.17)
-
Lumine Group Inc. (LMN $21.34)
-
Groupe Dynamite Inc. Subordinate voting shares (GRGD $69.25)
Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
-
goeasy Ltd. (GSY $36.42)
-
Firan Technology Group Corporation (FTG $17.39)
-
TerraVest Industries Inc. (TVK $141.87)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Kraken Robotics Inc. (PNG $8.20)
-
Zedcor Inc. (ZDC $4.64)
-
Vitalhub Corp. (VHI $6.95)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.26)
-
Tantalus Systems Holding Inc. (GRID $4.44)
-
Telesat Corporation Common and Variable Voting Shares (TSAT $51.17)
Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
-
Celestica Inc. (CLS $388.66)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
-
goeasy Ltd. (GSY $36.42)
-
Firan Technology Group Corporation (FTG $17.39)
-
TerraVest Industries Inc. (TVK $141.87)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Albemarle Corporation (ALB $179.45)
-
Kraken Robotics Inc. (PNG $8.20)
-
Zedcor Inc. (ZDC $4.64)
-
Comfort Systems USA Inc. (FIX $1,366.77)
-
Kratos Defense & Security Solutions Inc. (KTOS $71.94)
-
BWX Technologies Inc. (BWXT $202.59)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.26)
-
Hims & Hers Health Inc. Class A (HIMS $19.38)
-
Tantalus Systems Holding Inc. (GRID $4.44)
-
Robinhood Markets Inc. (HOOD $66.02)
-
Propel Holdings Inc. (PRL $17.70)
-
Telesat Corporation Common and Variable Voting Shares (TSAT $51.17)
-
Reddit Inc. Class A (RDDT $121.84)
Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton
-
NTG Clarity Networks Inc. (NCI $0.87)
-
Firan Technology Group Corporation (FTG $17.39)
-
TerraVest Industries Inc. (TVK $141.87)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Kraken Robotics Inc. (PNG $8.20)
-
Zedcor Inc. (ZDC $4.64)
-
kneat.com inc. (KSI $3.30)
-
Zoomd Technologies Ltd. (ZOMD $0.84)
-
Tantalus Systems Holding Inc. (GRID $4.44)
Q: Hi, do you have a preference between these two? They are both well off their 52 week highs. I realize tax loss selling has probably contributed to this and/or they are just small caps caught up in the out of favour market sell off. Would you own both or consolidate into one? Or do you have another small cap preference to these two? I already own PNG and ZDC.
cheers....
cheers....
-
goeasy Ltd. (GSY $36.42)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
Q: I currently own a small position in GSY in my TFSA. Tired on the volatility of this stock and considering changing for HPS.A. Sector change is ok.
Which of the two would you consider to have better growth prospects for a 5 year hold? Why?
Thanks,
Jim
Which of the two would you consider to have better growth prospects for a 5 year hold? Why?
Thanks,
Jim
-
goeasy Ltd. (GSY $36.42)
-
Firan Technology Group Corporation (FTG $17.39)
-
TerraVest Industries Inc. (TVK $141.87)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Kraken Robotics Inc. (PNG $8.20)
-
Zedcor Inc. (ZDC $4.64)
-
kneat.com inc. (KSI $3.30)
-
Vitalhub Corp. (VHI $6.95)
-
Tantalus Systems Holding Inc. (GRID $4.44)
-
Propel Holdings Inc. (PRL $17.70)
Q: I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Kraken Robotics Inc. (PNG $8.20)
-
Zedcor Inc. (ZDC $4.64)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.26)
Q: In reviewing your Growth portfolio YTD I notice that the best YTD increases are CLS, PNG,ZDC,GLXY, HPS.A … in that order. And mor of these are your top holdings as well.
Given the pullback are any of these “buyable” again now; and if so, at what prices would you suggest. I already own all of these stocks - thank you very much!
Given the pullback are any of these “buyable” again now; and if so, at what prices would you suggest. I already own all of these stocks - thank you very much!
-
Constellation Software Inc. (CSU $2,358.89)
-
Celestica Inc. (CLS $388.66)
-
Descartes Systems Group Inc. (The) (DSG $96.72)
-
TMX Group Limited (X $47.80)
-
Thomson Reuters Corporation (TRI $124.26)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
-
goeasy Ltd. (GSY $36.42)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Kraken Robotics Inc. (PNG $8.20)
-
Vitalhub Corp. (VHI $6.95)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.26)
-
Tantalus Systems Holding Inc. (GRID $4.44)
-
MDA Space Ltd. (MDA $34.52)
-
Propel Holdings Inc. (PRL $17.70)
-
Brookfield Corporation Class A Limited Voting Shares (BN $54.17)
-
Lumine Group Inc. (LMN $21.34)
Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much
-
goeasy Ltd. (GSY $36.42)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Kraken Robotics Inc. (PNG $8.20)
-
Vitalhub Corp. (VHI $6.95)
-
MDA Space Ltd. (MDA $34.52)
-
Propel Holdings Inc. (PRL $17.70)
Q: Hi there,
Can you give me a 1 (low)-10 (high) ranking on these as to which you BUY/ADD right now for a 3-5 year horizon?
I know you’re not big fans of averaging down but are there any of these that you’d look at if you bought at higher prices?
Thanks.
Can you give me a 1 (low)-10 (high) ranking on these as to which you BUY/ADD right now for a 3-5 year horizon?
I know you’re not big fans of averaging down but are there any of these that you’d look at if you bought at higher prices?
Thanks.
-
Celestica Inc. (CLS $388.66)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
-
5N Plus Inc. (VNP $33.05)
-
TerraVest Industries Inc. (TVK $141.87)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Kraken Robotics Inc. (PNG $8.20)
-
Zedcor Inc. (ZDC $4.64)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.26)
-
Tantalus Systems Holding Inc. (GRID $4.44)
-
Groupe Dynamite Inc. Subordinate voting shares (GRGD $69.25)
Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!
-
Celestica Inc. (CLS $388.66)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
Q: Would you buy the pullback in these stocks for a 1-2 year hold?
-
Celestica Inc. (CLS $388.66)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
Q: Recognizing size differences, which of these two companies are better value and which do you prefer for growth going forward. Thanks
-
Dollarama Inc. (DOL $166.76)
-
Celestica Inc. (CLS $388.66)
-
Thomson Reuters Corporation (TRI $124.26)
-
TerraVest Industries Inc. (TVK $141.87)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $107.24)
-
Propel Holdings Inc. (PRL $17.70)
Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.
ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.
ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK
-
Amphenol Corporation (APH $123.62)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
nVent Electric plc (NVT $116.98)
-
Vertiv Holdings LLC Class A (VRT $251.07)
-
GE Vernova Inc. (GEV $853.16)
Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
Neo Performance Materials Inc. (NEO $22.46)
-
Vitalhub Corp. (VHI $6.95)
Q: I hold all three in an RESP that has to be wrapped up in 2026 so will be making larger than usual withdrawals. In what order would you sell and would you buyback in other accounts.
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
-
EnerSys (ENS $171.37)
Q: I am debating between adding ENS and HPS.A to my TFSA. They both seem to occupy a different niche in the same industry. Which do you think has a better risk/reward profile?