Investment Q&A

Q: Many Small/Mid cap stocks have seen added volatility over recent weeks. What would be your current top 5 CDN and US Small/Cap stocks in this market?

Thanks
Tim

Q: Record sales this quarter, sales volumes are higher, stock is off 6 %
I am considering taking a position in this company, can you comment on earnings and adding this to a portfolio?

Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)

Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.

Please advise some companies in these categories that I could do some research on?

Thanks for all your help,

Mike

Q: Hi,

Could you provide a list of promising companies, in order, both Canadian, U.S. and international, for a strong growth in the next five years in the infrastructure field ?

gratefully,

Jacques IDS

Q: Hi 5i, my portfolio is lite on material stocks. In Canada I do own AEM, NTR and Russel as these have a dividend. Can you suggest some Materials that trade on the NYSE that have a decent dividend. Your help is appreciated.

Q: Could you comment on Q4 and full year. What do you think of debt vs stock buy back. Thoughts on buying?

Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.

Q: In your previous as well as more recent comments, you have been fairly positive about EXP. How do your views take into account the rather negative outlook for home builders and for the USA economy (thank you Trump)? Thank you for your excellent service.

Q: I'm considering shareholder yield as a factor for investing. Can I have your opinion of such a strategy and is there a favourable/preferred % when looking at companies? Finally, would you have 5 US and 5 TSX companies that you would choose when considering this approach? Dock me as many questions as you like and thanks!

Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.

Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?

Q: Given the volatility of markets, I would like to purchase some small quantities of equities shares as I have some cash to invest. Which equities would you recommend, top 5 in Nasdaq, S&P 500, and TSX.

Best,
Neeraj

Q: Peter, the other day when you were on BNN, you had two gambling stocks that you recommended. Now I'm unable to to bring up the video. If you would be kind enough to forward what stock they were I would appreciate it.
Thank You
Earl

Q: EXP has fallen by nearly 25% in the last 5-6 weeks. Any idea what has caused this? And do you see it recovering going forward? Thanks

Q: Hello,

What would be your top mid-cap stocks for both the CDN and US stocks for contribution into TFSAs?

You're often asked for small-cap companies so wondering if we could go up a notch in the rankings to see what your thoughts are....

As always, many thanks for your help and wishing you well in 2025!

Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.

Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Q: Please list your top 3 commodity stocks or etfs

Q: Please provide me with 3 each US Industrials and Materials.

Also would appreciated 3 more us stocks you would recommend that are not expensive. So many have gone up and are now near the top. Please provide me with best of breed US companies that still have room to run.