Investment Q&A

Q: If the US pundits are correct and we are moving in a "peak" interest rate world this would bode well for the various forms of accommodation construction. Projections seem to suggest supply will remain tight until mortgage rates ease, and I believe that is likely as we move into the latter half of 2024.

Given that, my first question to you is do you feel that now, or soon, is a reasonable time to look into companies who would benefit from an expanding US housing market? If so, I would be interested in your take on a "top 3" home builders to invest in and then a "top 3" within the home construction supply chain. I already own a couple of lumber producers and am interested in mid-stream suppliers.

Thanks very much; Merry Christmas to you all.

Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?

Q: Hi 5iTeam,

Would you please comment on FND's recent pullback which is significantly deeper than the general markets. Is it a buy, hold or sell now and your rationales?

Cheers,
Harry

Q: Can you please comment on Floor and Decor's recently announced earnings. I hold a small position in the company and am considering adding to it. Any comments you have on this company would be appreciated. Thank You.

Q: I'm interested in this company. It seems to be on an upswing because of the home renovation interest in the states. I would appreciate your evaluation of the trend and the company. Would this be a good time to begin building a position? If you know of better companies to take advantage of the trend I would appreciate their names.

Q: Have been watching this one for awhile now and it has great momentum and decent volume. It reports on May 6th and I would love your analysis of them. Is it going to be another Restoration Hardware?
Thanx as always
Gary

Q: Can you give me any insights on this company. They seem to have reported good numbers. Yet the their stock sold off. Would it be ok to add to my position.