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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: You have mentioned J quite a bit in the last few weeks. My son’s portfolio is short industrials and US stocks. At what point would you pull the trigger and buy J. I noticed earlier today that you said you were still watching it. He owns SIS, TFII and CAE and it seems J would be an excellent fit for his portfolio. Thanks
Read Answer Asked by Paul on September 24, 2020
Q: I would like to increase my portfolio exposure to materials and industrials. When it comes to materials, I own NTR and was thing of adding a position in SJ. I am not entirely comfortable with this buy (concerns about slow growth), but I can't simply find a better alternative. What are buyable (quality + reasonable valuation) companies in the materials sector that you think are better than SJ? When it comes to industrials, I was think of starting long-term positions in EIF and CAE because of their recovery potential due to low valuation. Is there anything that you find concerning in these two?
Read Answer Asked by Steve on September 02, 2020
Q: I have a very overweight position in Bam.a .I would like to diversity into other Canadian or US names as I think think near term for Brookfield will be at least challenged given their real estate exposure and the sentiment around that.What are a few of my the highest conviction US names you would favour?
Read Answer Asked by Kim on September 01, 2020
Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.
Read Answer Asked by Nizar on August 14, 2020
Q: Hi, the highest rated industrials you cover are SIS, TFII and WSP (all B+) all of which I own a full position, plus CAE (also B+) which I own a 1/2 position. I'm currently under weight industrials, but not comfortable adding to CAE just yet. Are the other industrials you might recommend that could be B+ or better?
Thanks, Ian
Read Answer Asked by Ian on August 12, 2020
Q: Comments by leaders of countries. " we will need to spend money on Infrastructure roads, bridges, airports, mass transportation, etc. How is best way to play this ? Heavy machinery, cement, re bar, steel, copper and other metals, Its like FDR times during the Depression to get the Economy going again around the World RAK
Read Answer Asked by bob on May 26, 2020
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