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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: These two stocks seem to be very well positioned for post COVID recovery. With the potential of huge dollars in infrastructure for URI, it seems like a winner. With folks going back to stadiums, arenas and concert venues, LYV also seems poised for real growth. Comments please.
Read Answer Asked by Dennis on October 28, 2021
Q: What US companies will benefit most from an infrastructure development boom in the US?
Read Answer Asked by Ian on October 19, 2021
Q: I know that Peter would not characterize himself as as a “Value” investor, but some recent articles have indicated conditions (interest rates, inflation, growth or lack of) may be setting up for an outperformance for value stocks. If that thesis turned out to have validity, can you give me an idea of what your Value Portfolio might look like? If you could choose some from different sectors, and throw in a few US choices, so much the better. Thank you.
Read Answer Asked by Stephen R. on October 04, 2021
Q: Hello 5i
In March of this year you thought HRI looked pretty good. It has risen 40+% since then. Do you still like it or has it become too expensive? Any other name in the same space that you like more?
Thank you so much!
Dave
Read Answer Asked by Dave on September 14, 2021
Q: What three US and three Canadian Public companies would you recommend for growth and management abilities/performance when looking at a 10 to 15 year horizon. (In order of your preference)

Thank you for the incredible value your investing insight has given me over the years!
Read Answer Asked by Mike on May 10, 2021
Q: The next big move by Biden is Infrastructure . What are areas that will benefit and what Companies would you recommend. ?
Steel, cement, lumber, copper, machinery . Are there companies that rent machinery.? It is rumoured that up to $5 billion will be spent. What Construction companies will benefit. Thanks 5 I RAK.
Read Answer Asked by bob on March 15, 2021
Q: I am short US and international exposure. I currently have a small USD trading account with 5 US stocks representing 10% of my portfolio. I have another 10% in my Cdn account in XQQ and VMO for a total of 20% US exposure, mostly in non-registered accounts.

I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?

Currently FTNT is up slightly in my account, and URI has a 50% capital gain.

Thanks for your advice.
Read Answer Asked by Gordon on January 22, 2021
Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?
Read Answer Asked by Larry M. on April 03, 2020
Q: Realizing that all the above listed securities differ, they all got battered like everything else. Your opinion would be appreciated as to slowly buying into these positions and your preferred ordering.
Thank you, as always!
Read Answer Asked by Sigrid on March 23, 2020
Q: Hi team, bought and sold United Rentals in the past (2013)
Thinking of getting back in for the infrastructure play in the US. The latest results look good. Is the stock expensive? Would HD be a better choice after the recent drop? Many Thanks!Sam
Read Answer Asked by sam on July 21, 2017
Q: Hi Peter and team.
Been holding URI, United Rentals which is listed as a Commercial Services and supplies.I would like to add an Industrial like TRN, Trinity Industries and is listed as an Industrial Conglomerate, apart from Trinity having a a rail and rail services in its operation do you think these two companies operate in the same space or would it be good to add as an Industrial.

Many thanks

Sam
Read Answer Asked by sam on July 18, 2013
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