Investment Q&A

• TFI International Inc. (TFII)
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Q: Should I be seeking TFII with headwinds on the horizon?

https://www.freightwaves.com/news/trucking-bloodbath-snares-fleets-large-and-small

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Read Answer Asked by S on May 09, 2023

• Corteva Inc. (CTVA)
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Q: Do you see Corteva (CTVA) as a buy at current levels ($57) for a long term hold based on the company's growth being sustainable?

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Read Answer Asked by Richard on May 09, 2023

• Vanguard S&P 500 Index ETF (VFV)
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Q: Could you recommend a moderately aggressive portfolio suitable for a young person with a reasonably long time horizon (5 to 10 years)? Cash available is quite small at $2,500.00.

Today we harvested profits on SHOP and closed out two equity positions being held. We wish to still gain from above average growth however it is time to diversify and take on less risk.

Thank you

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Read Answer Asked by Terry on May 09, 2023

• Sprott Physical Gold Trust Unit (PHYS)
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Q: Id like your comments about the current drama and politics in the US regarding the debt ceiling. Given the parties track record of party line versus cooperative efforts I am thinking this may be an instance where no agreement is reached, and would like recommendations for ETF hedges.

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Read Answer Asked by Dave on May 09, 2023

• Royal Bank of Canada (RY)
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• Canadian National Railway Company (CNR)
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• Enbridge Inc. (ENB)
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• Canadian Pacific Kansas City Limited (CP)
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• Restaurant Brands International Inc. (QSR)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: If I invested in a saving account for my son and daughter in the Royal Bank, Enbridge and Berkshire for 15 years, would this approach work? My daughter is 16 and my son is 14.

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Read Answer Asked by CARMELO on May 09, 2023

• MEG Energy Corp. (MEG)
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• Tamarack Valley Energy Ltd. (TVE)
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Q: would appreciate your short term outlook for these two companies!
Ed in Montreal

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Read Answer Asked by ed on May 09, 2023

• Freeport-McMoRan Inc. (FCX)
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• Stella-Jones Inc. (SJ)
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• Nutrien Ltd. (NTR)
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• Linde plc (LIN)
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• Reliance Inc. (RS)
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Q: I have no exposure to Materials or Utilities right now in our RRSP. All other sectors are well represented. What stocks would be your preferred in Canada and/or the US in those sectors? Thinking of NTR or SJ maybe in Canada and perhaps LIN in the US. Maybe FTS or BIP for utilities.Thoughts?

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Read Answer Asked by Gerry on May 09, 2023

• Park Lawn Corporation (PLC)
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• BCE Inc. (BCE)
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• Sun Life Financial Inc. (SLF)
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• Restaurant Brands International Inc. (QSR)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• Terminix Global Holdings Inc. (TMX)
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Q: PLC has gone sideways this ytd compared to most of my holdings that have moved back up. It is one of my smaller holdings so wondering if it is a good time to top it up to a full position or move on to other names in the income portfolio with higher yields, likely split in BCE, TMX and SLF.

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Read Answer Asked by Tom on May 09, 2023

• Molson Coors Canada Inc. Class B Exchangeable Shares (TPX.B)
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Q: You haven't had a look at this one since 2019. Has your take changed since then? It certainly seems to be enjoying a lot of interest so far this year.

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Read Answer Asked by John on May 09, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: My understanding is that BN’s price / book value is roughly as low as it was in 2002, 2009 and 2011. Is this the best historic valuation metric? How does today’s yield compare to its dividend yield range in the past ?

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Read Answer Asked by James on May 09, 2023

• Fortis Inc. (FTS)
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• Emera Incorporated (EMA)
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: I have no utilities in my RRSP portfolio at this time. What are you preferred utilities in order of preference to buy now for total return (dividend and potential growth)? Any preferences among these that I'm thinking about being Fortis (FTS.TO / FTS), Emera (EMA.TO), Brookfield Infrastructure (BIPC.TO), Brookfield Renewable (BEPC.TO)?

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Read Answer Asked by Gerry on May 09, 2023

• Booking Holdings Inc. (BKNG)
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• Freeport-McMoRan Inc. (FCX)
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Q: What are your favorite cyclical stocks that you may start to build a position in at this time?

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Read Answer Asked by Gerry on May 09, 2023

• Loblaw Companies Limited (L)
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Q: I thought I saw that Loblaw is buying some green energy assets in Alberta from TRP. How bizarre is that? Is this an attempt to appear more ESG compliant? Your thoughts please.

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Read Answer Asked by Ian on May 09, 2023

• Atlassian Corporation (TEAM)
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• Axcelis Technologies Inc. (ACLS)
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• TopBuild Corp. (BLD)
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Q: Hello, Could I get your thoughts on the recent earnings for these three companies? Any concerns? Would you add at these levels? Thanks,

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Read Answer Asked by Doris on May 09, 2023

• VIQ Solutions Inc. (VQS)
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Q: Your opinion on vqs? My son wants to purchase the stock. Is now the time to invest in natural gas and oil positions? Your top three picks for oil and natural gas would be appreciated.

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Read Answer Asked by kenneth on May 09, 2023

• Kenvue Inc. (KVUE)
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Q: What does your crystal ball say about this spin off company?

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Read Answer Asked by Christopher on May 09, 2023

• Booking Holdings Inc. (BKNG)
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• Lowe's Companies Inc. (LOW)
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• Philip Morris International Inc (PM)
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• Crocs Inc. (CROX)
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• Extra Space Storage Inc (EXR)
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• Axos Financial Inc. (AX)
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• Perion Network Ltd (PERI)
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• Airbnb Inc. (ABNB)
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• Lantheus Holdings Inc. (LNTH)
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Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.

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Read Answer Asked by sam on May 09, 2023

• Livent Corporation (LTHM)
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Q: Looking for an updated view of LTHM.

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Read Answer Asked by Jim on May 09, 2023

• Martinrea International Inc. (MRE)
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Q: Can you comment on the earnings released last night. I read that it was in-line with forecasts, but the share price drop of 11% sure does not show that.

Thanks

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Read Answer Asked by Tom on May 09, 2023

• AbbVie Inc. (ABBV)
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• NextEra Energy Inc. (NEE)
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• Pfizer Inc. (PFE)
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• Williams Companies Inc. (The) (WMB)
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• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG)
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Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?

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Read Answer Asked by David on May 09, 2023