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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: I own CAT anticipating a growth in sales in 2024 due to infrastructure spending in the US. I also own TIH as my industrial exposure in Canada. Does it make sense to hold both or are they too similar? If I decide to change TaiH to another industrial holding in Canada, what would be your preferred options to consider? I already own CP and TFII for my other industrial exposures.
Read Answer Asked by Gerry on April 13, 2023
Q: I am looking for cash-rich stocks with unusually low prices at the moment.

Could you recommend 5 Canadian and 5 US stocks

Thanks
Read Answer Asked by V on April 13, 2023
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.
Read Answer Asked by Sal on April 13, 2023
Q: I bought GSY in $32 area in 2020 in my TFSA, have sold some since late last summer, still at about 8% of portfolio, was thinking of selling half what I have and replacing with NVEI. Partly due your one of your recent responses to a question, that NVEI likely to have greater growth potential over next 1-2 years, I bought and own GSY for it's growth potential but if NVEI could produce better results, trade makes sense. I have lots of financials, low in tech in portfolio, so also increases diversification, would you agree with this idea in general?
Read Answer Asked by Don on April 13, 2023
Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your
Read Answer Asked by Frank on April 13, 2023
Q: This company's stock price has taken a bigger hit than other high growth healthcare names. What's the reason for this and is it still a company with good long term potential? Are there other small cap US healthcare companies that may be undervalued that you prefer to this one?
Read Answer Asked by Brendan on April 12, 2023
Q: Back in February 5i had responded to an MG vs TIH comparison request. I guess I was a bit surprised that you had favoured MG. I'm trying to understand MG's risks in the new EV world. How dependent is MG on the legacy companies for business? If they are quite dependent, are there not a lot of legacy costs (and therefore disruption risks) with these type of companies compared to the Teslas of the auto world who have built from the ground up on EV production? Maybe it's a case of MG having other avenues of growth in EV design and production that I'm not aware of.

Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?
Read Answer Asked by James on April 12, 2023
Q: Hi Everyone!! Peter, I always enjoy your article in the National Post. In this past one” Five things I wish I knew when I started out”…. You mentioned as one of your points , that companies that don’t need any money at all are the best investments . Could you please list a few Canadian and US companies that are in that situation?
Cheers,
Tamara
Read Answer Asked by Tamara on April 12, 2023
Q: Hope you all had a great Easter Weekend.

With the need for more rare earths are there any Canadian companies that standout to capitalize on this coming demand? To my understanding China has 80%+ market share and control of these types of materials and 44% of world reserves within their boarders.
Read Answer Asked by Kolbi on April 12, 2023
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
Read Answer Asked by Timothy on April 12, 2023
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