Q: I saw your answer from a couple of weeks ago suggesting to hold Stelco but with earnings approaching in less than a week would you advise me to hold or sell half of my position in Stelco? It has become a large position of approx. 10% with the latest price movement. Thanks in advance.
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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.
Q: Take the money and run, or hold?
Q: I hold STLC in my CAD account. In light of the agreement with CLF, would it be prudent to move STLC to my USD account before the agreement is finalized?
- Bank of Montreal (BMO)
- Emera Incorporated (EMA)
- Parkland Corporation (PKI)
- Superior Plus Corp. (SPB)
- Mullen Group Ltd. (MTL)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- First National Financial Corporation (FN)
- Stelco Holdings Inc. (STLC)
Q: Good Morning,
I was thinking of buying the listed companies for a 6 month hold. What is your opinion on expected total returns. Your suggestions for better total return cdn stocks are welcome. Thank you
I was thinking of buying the listed companies for a 6 month hold. What is your opinion on expected total returns. Your suggestions for better total return cdn stocks are welcome. Thank you
- Booking Holdings Inc. (BKNG)
- Stelco Holdings Inc. (STLC)
- Crocs Inc. (CROX)
- Churchill Downs Incorporated (CHDN)
- PDD Holdings Inc. (PDD)
- Coinbase Global Inc (COIN)
- Arhaus Inc. (ARHS)
- CAVA Group Inc. (CAVA)
Q: Hi team,
I sent the following question last week and have not seen any reply yet. Did you receive it ?
Here is the question.
Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?
Gratefully,
Jacques IDS
I sent the following question last week and have not seen any reply yet. Did you receive it ?
Here is the question.
Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?
Gratefully,
Jacques IDS
Q: Given the chance of a second Trump Presidency and the likelihood of tariffs, loss of democracy and full on graft and favouritism what Canadian companies are likely to thrive or at a minimum survive? Is there a defensive strategy that would work for either result in the election or is it one direction with Trump and another with Biden?
Q: I owned this stock before the run up to $60.
Did the stock just move on guidance since the last quarter wasn’t that great I thought?
How credible are these predictions? Would that mean few good quarters fort Stantec?
Did the stock just move on guidance since the last quarter wasn’t that great I thought?
How credible are these predictions? Would that mean few good quarters fort Stantec?
Q: With steel prices having moved up a fair bit over the last few months, I have been surprised at the continued weakness in shares of STLC. Now down to $40. The company paid a $3.00 special dividend in each of the past 2 years, and also pays a regular 42 cent quarterly dividend, so a trailing 12 month yield of 11.5%. Solid balance sheet. What do you think of it at this price, and is there an earnings forecast for 2024?
Q: Both of these names have had a nice pop in the last quarter. Do you have a preference, or both?
- Stella-Jones Inc. (SJ)
- Russel Metals Inc. (RUS)
- Stelco Holdings Inc. (STLC)
- West Fraser Timber Co. Ltd. (WFG)
- Doman Building Materials Group Ltd. (DBM)
Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?
Q: Please comment on the recent results.
Q: Please provide an analysis of their latest quarter. In your recent article on companies with FCF yield greater than 5%, you included STLC. Is this a company that you would invest in? How would you assess their potential for 2023 and 2024?
- Toronto-Dominion Bank (The) (TD)
- Pason Systems Inc. (PSI)
- Precision Drilling Corporation (PD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Champion Iron Limited Ordinary Shares (CIA)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Trisura Group Ltd. (TSU)
- Stelco Holdings Inc. (STLC)
Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.
Q: I don't know if my question went in or not but is CIA a company would be worth while buying.
Could you give me your views on this company.
Could you give me your views on this company.
- StorageVault Canada Inc. (SVI)
- AutoCanada Inc. (ACQ)
- Exco Technologies Limited (XTC)
- Leon's Furniture Limited (LNF)
- Tamarack Valley Energy Ltd. (TVE)
- Chesswood Group Limited (CHW)
- Reitmans (Canada) Limited (RET.A)
- Cardinal Energy Ltd. (CJ)
- North American Construction Group Ltd. (NOA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
- Data Communications Management Corp. (DCM)
- Geodrill Limited Ordinary Shares (GEO)
- ECN Capital Corp. (ECN)
- Stelco Holdings Inc. (STLC)
- Atlas Engineered Products Ltd. (AEP)
- WELL Health Technologies Corp. (WELL)
- Sagicor Financial Company Ltd. (SFC)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Quipt Home Medical Corp. (QIPT)
- Propel Holdings Inc. (PRL)
- ADENTRA Inc. (ADEN)
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Q: with steel stocks hitting all time high, if you could only choose one which would it be and would you buy it now.
same question for copper.
u.s. stocks are fine.
dave
same question for copper.
u.s. stocks are fine.
dave
- Freeport-McMoRan Inc. (FCX)
- Wheaton Precious Metals Corp. (WPM)
- Lundin Mining Corporation (LUN)
- TMX Group Limited (X)
- Dundee Precious Metals Inc. (DPM)
- Stelco Holdings Inc. (STLC)
- Cleveland-Cliffs Inc. (CLF)
- Steel Dynamics Inc. (STLD)
- Reliance Inc. (RS)
Q: Hi,
I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?
If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?
I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?
If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?
Q: Looking at adding to a smallish position in Stelco, but recently saw an analyst recommend Champion Iron. I view Champion as similar to Stelco, being a high volatility business dependent on the pricing environment (iron ore/steel) of their product. I like STLC's large share buybacks, dividends, solid balance sheet and very cheap p/e multiple. With a major recession looking less likely, which do you prefer and why?
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Russel Metals Inc. (RUS)
- Stelco Holdings Inc. (STLC)
Q: Good Morning. My mother (94 years old) is looking for a metals stock. She asked about Rus. I see it has been flat for a year (-2%). 5i seems to like STLC which is near a 52-w high and up about 60% over a year. I have Teck.b and it is near a 52-w high, so not sure about recommending that. I was thinking NTR (materials) may be a suggestion. Or what about FM as a new thought?
What would the experts at 5i suggest?
BTW, I suggested that she subscribe to 5i but she reminded me that she has never used a computer ... maybe lucky her!
What would the experts at 5i suggest?
BTW, I suggested that she subscribe to 5i but she reminded me that she has never used a computer ... maybe lucky her!
Q: Which of these two companies would do better through a recession from their current price levels and why?
My thanks.
My thanks.