Investment Q&A

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: Hope you and the team (and readers) had a nice long weekend.

What looks “cheap” to you right now? I recognize that sometimes things are cheap for a reason. But in your view, what has been punished too much and likely to appreciate from here? 3m was one that I was considering as it is still down quite a bit and will recover in a better market (I assume—as everything seems to have its day). Thanks,

Jason

Q: Good day I have some extra funds to invest on an unregistered account, and looking at the above firms. Other positions in this account are all the Brookfields, DOO, GSY, KXS, TFII, CSU LMN, TOI, BYD, and DSG. Would you add these 2 or some others?
David

Q: Over the last 30 years my best investments by far have been with smallish to medium sized profitable businesses with good long term growth prospects that I have bought and held for 10+ years. Generally market caps of roughly $500 million Cdn. to around $5 billion Cdn. A few have generated 20, 30 times my initial cost. I am wondering about the prospects of each of these following companies producing those kind of multi-bagger returns over the next 10 or 20 years. Would you please rank these companies in order from 1 to 13 according to the likelihood that they will become another CSU, BYD, WSP, TFII, etc. that can be a big, big winner for a long term investor: ATS, ATZ, DOO, EQB, GSY, HPS.A, KXS, LMN, NVEI, TIXT, TOI, TSU, WELL. Admittedly, TOI is a little big at $8 billion market cap.

Secondly, are there any other Cdn stocks in this size range that you would say have that kind of big upside potential, and where would you place them in comparison to the above listed companies.

Q: Do you expect better growth from TSU or ATD?

Q: Hello,

Is it just me or is Trisura starting to have better price momentum? If the economy turns down in the second half, how much of an impact would it have on TSU’s incredible growth rate that they’ve had or are they largely immune?

Q: Of these three, why do you prefer SLF? Is MFC a close second? Thanks as usual.

Q: Is now an ok time take to take a position in Trisura, or am I too late? Thanks Lesley

Q: Can you please comment on TSU's latest earnings report? Would you be comfortable buying at the current stock price?
Thank you as always for your expertise.

Q: Please comment on the results for Trisura. Is this a good entry point to add to my position?

Q: Looks like great numbers for the quarter. What's you take on these numbers and where do you see TSU going from here?
Thanks.

Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.

Q: Trisura just annonced preliminary results for Q1. Could you comment please.

Thanks

Q: Hi Peter and Staff

I currently do own small amounts of each of the companies above except for EQB.

Do you feel strong enough about EQB to replace any of the other 3 companies if taxes or trading fees are not an issue or just advise to ride it out

Thanks for all you do
Dennis

Q: I am thinking of taking a 1.5% position in each of these two stocks. You have mentioned them in the past month as beaten up stocks with a potential for rebound in the next two years.

How riksy are the above the names?
Are they entincing buys at current prices ?

Where would these rank amongst battered SMID cap stocks? I am open to other names,
If you have other suggestions.

Thank you

Q: Hello Peter,

I have shortlisted 5 stocks for a new position in TFSA of my wife and mine. I am thinking of 3 full positions or I could divide amongst 4. Could you help me eliminate one from my list and would appreciate if you could rank the other 4 in order of our preference - best first?
Thank you for your help.
Regards
Rajiv

Q: The above holdings are in my TFSA for long term growth. Looking to add another stock to the account. Can you share a few that would be good additions for long term growth. If adding to an existing names make makes sense; open to that as well as none of these are a full position.

Q: What are your 5 favourite Canadian Stocks that have been beaten up over the last year that could see a significant bounce back in the next 2 to 3 years. Can you also indicate good entry points.

Thank you
Tim

Q: ATZ,CIA,FCR.UN,MTY,PD,NTR,TSU,TDM,GOOS,ECN,ALL TSE
Losses in all this stocks and confused need your Opinion Badly,I know they are maany stocks and Highly apreciate your help.

Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks