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Investment Q&A

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Q: I'm looking for exposure to the infrastructure/materials area. Would you think more pure plays for aggregates like VCM or MLM are preferred over CRH or AMRZ which also have construction exposure? What do you think of this idea and what would your preferred companies be? Thanks very much!
Read Answer Asked by Michael on April 14, 2026
Q: Hi,

Could you provide a list of promising companies, in order, both Canadian, U.S. and international, for a strong growth in the next five years in the infrastructure field ?

gratefully,

Jacques IDS
Read Answer Asked by Jacques on June 10, 2025
Q: Good morning.
I’m considering adding bip.un to my income portfolio.
Could I have your thoughts on it.
Would this be a ok entry price.
Please provide a couple other stocks you would also consider comparable
Thanks Steve.
Read Answer Asked by Stephen on May 27, 2025
Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.
Read Answer Asked by jacques on December 12, 2024
Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Read Answer Asked by Brant on November 14, 2024
Q: Hi All;

I am looking through potential Materials companies for an investment and note in many questions here you single out EXP as a preferred investment in construction materials. Who would be their largest 3 competitors in this business segment, and of the 4 how would you rank them in terms of potential investment gains over a 5 year period?

Thanks,

Dave
Read Answer Asked by Dave on April 17, 2024
Q: Interested in a pick in US building materials as a play on infrastructure spend but equities like Martin Marietta, Vulcan Materials, Granite Construction and Quanta seem expensive. However Eagle Materials appears cheaper. Of these 5 are there two you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another building material equity you would prefer more than any of these and if so what would be your reasoning for that pick. Thanks as always.
Read Answer Asked by Ken on February 14, 2024
Q: The Canadian ones of the 4 resource stocks above have dropped a considerable amount over a short period. The two US ones, have been underperforming for months. Is there any I should part company with?
FNKO on my Market Call List - over the past two years is one of the top performers. Would it be a good replacement as I intend to get out of at least one or two of the resource stocks mentioned above. Thank you,
Read Answer Asked by Dennis on June 28, 2022
Q: Hi group bought MLM Nov 9th so far its down 2% and not acting particularly well. Do you still like it longer term ? also bought BEP (down 6%) same time. These stocks were bought to ride on Joe Biden winning the US election with a bet on a healthy infrastructure spending. Do you still like them both seem to be laggards Thanks for you guidance on this PS they are both full positions
Read Answer Asked by Terence on December 11, 2020
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