Q: I currently have small positions in both of the above and want to consolidate. Which do you suggest I sell to buy the other. I have gains on both but taxes not a factor. Longer term investor here, just don't want small positions.
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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)
- Bird Construction Inc. (BDT)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vitalhub Corp. (VHI)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Propel Holdings Inc. (PRL)
Q: There has been lots of good discussion about these 6 stocks on your forums section over the last year BDT, DRX, GSY, HPS.A, PRL, VHI. All have been big winners. Do you think they are still promising investments at current prices?
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Alimentation Couche-Tard Inc. (ATD)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Axon Enterprise Inc. (AXON)
- Airbnb Inc. (ABNB)
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Time frame 5+ years
Thanks
- Toromont Industries Ltd. (TIH)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Stantec Inc (STN)
Q: Which stock would have the most growth going forward- HPS.A, STN,TIH,TVK? Please rank them.
Thanks for your service
Thanks for your service
Q: Hi there - it looks like a pretty decent sell off in HPS over the last few days. At what price would an attractive entry point be for a long term hold? Thanks!
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I have been eyeing these companies for some time now, regretting not pulling the trigger when first on my radar. I am now questioning the debt level of TVK; does this cause any concern on your part? As for Hammond Power, do you think there is any more room for gains, or has it pretty much hit the wall and is fairly valued?
Q: Any reason for the big price decline today ( Tuesday )? Thanks a lot
- NVIDIA Corporation (NVDA)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Docebo Inc. (DCBO)
- Boyd Group Services Inc. (BYD)
- Vertiv Holdings LLC Class A (VRT)
- Topicus.com Inc. (TOI)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?
Thanks
Tim
Thanks
Tim
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- ADF Group Inc. Subordinate Voting Shares (DRX)
Q: Hi, All these companies are on 5i's recommended list and have been added to Growth portfolio, in the recent past and have done well. Kudos to your Portfolio Team !!!
If the Balanced Portfolio had Cash available and room to add to Industrial/Material sector, which one/ones of these will qualify and be your choice ?
Also, if one owns all above companies, in small positions, in what order would you add, based on their respective valuations, presently and why ?
Thank You
If the Balanced Portfolio had Cash available and room to add to Industrial/Material sector, which one/ones of these will qualify and be your choice ?
Also, if one owns all above companies, in small positions, in what order would you add, based on their respective valuations, presently and why ?
Thank You
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Celestica Inc. (CLS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vertiv Holdings LLC Class A (VRT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: What is the short list of companies traded on the tsx
/tsxv that benefit from support and growth of the electrical grid and power generation. With the push for heat pumps, EV's etc I see future growth in this sector with growing demand.
/tsxv that benefit from support and growth of the electrical grid and power generation. With the push for heat pumps, EV's etc I see future growth in this sector with growing demand.
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Crocs Inc. (CROX)
- Converge Technology Solutions Corp. (CTS)
- Aspen Aerogels Inc. (ASPN)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- TransMedics Group Inc. (TMDX)
Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: If you were to start a position or add to an existing position today in a small-cap growth company in Canada, which would be your highest conviction? Can you please list top 2? Thank you
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Alimentation Couche-Tard Inc. (ATD)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Axon Enterprise Inc. (AXON)
- Uber Technologies Inc. (UBER)
- Boyd Group Services Inc. (BYD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Given the current direction of the Canadian economy, my goal is to focus the majority of my investments in the US. According to Portfolio Analytics, currently 53% of my portfolio is US, 46% Canadian (the remainder being international). I believe my US holdings are significantly under-rated given the Canadian stocks I hold. I would appreciate ballpark figures regarding the US/international component of the following TSX listed stocks: WSP, TFII, BIPC, BEPC, BAM, BN, and HPS.A. This will enable me to get a better handle on what my actual US/international holdings are. Thank you.
- WSP Global Inc. (WSP)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Please comment on its most recent Q. It is still held in the growth portfolio yet it has been in a down trend since early 2022 from almost $60 to a current price of around $36. Do you still have patience with this one? Is it a buy, sell or , hold? Is there another name you would consider as a replacement with better growth?
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Capstone Copper Corp. (CS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Propel Holdings Inc. (PRL)
Q: Hi 5i, Reviewing some of your Growth portfolio holdings (as well as SHOP) for adding to our TFSA's for 2024..
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vitalhub Corp. (VHI)
- Propel Holdings Inc. (PRL)
Q: Not to put you on the spot, BUT... If you were looking at growth only, which of these three would you choose?
- Royal Bank of Canada (RY)
- Canadian National Railway Company (CNR)
- Canadian Natural Resources Limited (CNQ)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- TerraVest Industries Inc. (TVK)
- 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 Peter and team
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
Q: Hi, Do you think, Hammond Power stock is settling now in a range and near term downside risk is minimal, with sellers/skeptics mostly done ? And if so, what would be a new reasonable price level to add ? Thank You