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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: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.
Read Answer Asked by Alex on February 11, 2025
Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter
Read Answer Asked by Peter on January 20, 2025
Q: Hi - are you current fans of the US homebuilding stocks (and their macro environment) for next 12-18 months? If so, what stocks do you prefer to buy at current prices (and a brief "why")? Many thanks as always!
Read Answer Asked by Doug on March 27, 2024
Q: Retired investor looking to reduce bank holdings. Currently have ~1/2 positions in TD and BAC and full positions in NA and RY. I would appreciate your input. Could you rank, giving rationale, ATS, CLS, ABT, HST, LEN, for upside potential? Would you recommend starting 1/2 positions (or easing into) any of them at this time? Please take credits as you see fit. Thanks.
Read Answer Asked by Harvey on August 28, 2023
Q: Hi 5i:
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: Can you suggest some US and Canadian high-quality value stocks with attractive valuations and, finally, that meet the "mundane" test. Heard a commentator discuss this recently. I think the idea is that if a high quality business is flashy, etc, its valuation would reflect that (say Coke or Berkshire Hathaway?). Other "mundane" companies would not (yet) have that prominence premium.

I'm not sure if this is the same as "deep value". Your comments and suggestions would be appreciated.
Read Answer Asked by Chris on October 04, 2022
Q: Like a lot of stocks, the homebuilders seemed to reach a bottom on June 17 and then have steadily marched upward. Quite briskly, in fact, even in the face of increasing interest rates. To what do you ascribe their stock improvement, which outmatches almost any other sector I can see, up 25%-30% in a month.
Read Answer Asked by John on July 25, 2022
Q: I own a fully position in IWN - with what's been going on lately with sector rotation (Growth verses value) should i see half the position and buy IWO (growth) or sell the entire position in IWN and buy IWM (both growth and value) ?

Second question I own significant holdings in WEF (overweight) WFG (1/2 position) and lastly Canfor (Full Position) My question is is it time to exit hold or reduce as lumber prices cannot stay at the present level forever?? (your comment please) maybe even sell some WEF some and go with a big house builder or even Lowes (I already own Home depot ) your guidance is appreciated
Read Answer Asked by Terence on April 13, 2021
Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!
Read Answer Asked by Grant on January 05, 2021
Q: I got LEN as part of the Calatlantic takeover which I did quite well on. But these homebuilder stocks are having trouble getting a bid - even when they beat their estimates. I understand what interest rate hikes do to the affordability of their products but those hikes have been gradual and very well communicated. I know US stocks aren't your bread and butter, but am I missing something? is it more about LEN you think?
Read Answer Asked by Martin on October 04, 2018
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