Investment Q&A

Q: In a previous question, you recommended these three stocks which I'm interested in.

My question is evaluating them at their current price. Do you consider them good value at their current prices? What are the best metrics to look at in order to judge this?

Q: I am 100% equity in Canada and mostly ETFs in USA....My plan is to stay that way but I am thinking to try and beat the average in the USA by adding a few individual USA stocks. Can you suggest a few NON-MAMAA stocks that you would consider as good to outperform the broad market in the USA. I have a very diversified and balanced portfolio so have no restrictions in terms of asset class. Not looking for a hot growth stock, but more of a buy and almost forget return booster for my USA investments.

Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx

Q: Hello 5i,

I would appreciate your thoughts on TFII vs ODFL?
If you like these which one would you prefer for a long term hold?
Can you please provide your high level reasons?
Can you please give a good valuation buy price?
Is the current weakness due to inflation and high fuel prices?

thanks for your thoughts

Q: HI folks
ODFL has been a good old plough horse. With the understanding that you dont cover US stocks, can you see any red flags ahead?
Much appreciated for all you do and have a great weekend.

Q: Hi folks
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...