Q: I have 1% positions of Premium Brands Holdings and Boyd in a TFSA. Considering consolidating into one or starting a new 2% position in something with better growth prospects. Do you have three prospects to consider that would be better than PBH and BYD?
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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.
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Savaria Corporation (SIS)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
- Consumer Discretionary Select Sector SPDR (XLY)
- Boyd Group Services Inc. (BYD)
Q: Will you please give your opinion of undervalued stocks in the industrial and consumer discretionary sectors (with good dividends). Also, related ETF's would be appreciated. Thank you for your great service.
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Balanced Equity Portfolio (BEPORT)
- Boyd Group Services Inc. (BYD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Could you suggest a diversified mini portfolio of Cdn stocks from your BE portfolio? The portfolio is too small to accommodate the full BE set of stocks. Thank you and happy new year.
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard Total International Stock (VXUS)
- Boyd Group Services Inc. (BYD)
Q: Hi Peter.
Can you suggest a few stocks/ETF's with good long term potential ?
Can you suggest a few stocks/ETF's with good long term potential ?
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Agnico Eagle Mines Limited (AEM)
- Savaria Corporation (SIS)
- Acadian Timber Corp. (ADN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Albemarle Corporation (ALB)
- NV5 Global Inc. (NVEE)
- Reliance Inc. (RS)
- L3Harris Technologies Inc. (LHX)
- Jacobs Solutions Inc. (J)
- Boyd Group Services Inc. (BYD)
- West Fraser Timber Co. Ltd. (WFG)
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
- Tricon Residential Inc. (TCN)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Boyd Group Services Inc. (BYD)
Q: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod
Thanks, Rod
Q: i WILL BE UPLOADING $6,500 FROM MY INVERSTMENT ACCOUNT TO MY TFSA EARLY IN JAUARY.
I'm thinking of uploading BYD, CIGI, TCS or VE.
John
I'm thinking of uploading BYD, CIGI, TCS or VE.
John
Q: Result and outlook for the stock please
Sheldon
Sheldon
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- CVS Health Corporation (CVS)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Kinaxis Inc. (KXS)
- Tricon Residential Inc. (TCN)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- INVESCO QQQ Trust (QQQ)
- Trisura Group Ltd. (TSU)
- iShares Russell 2000 Value ETF (IWN)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Mulvihill Canadian Bank Enhanced Yield ETF (CBNK)
Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Boyd Group Services Inc. (BYD)
Q: If I have to pick two names out of 4 which one it would be for Growth in TFSA
ATA, GDI, TRI, BYD,
ATA, GDI, TRI, BYD,
- Park Lawn Corporation (PLC)
- Amazon.com Inc. (AMZN)
- Home Depot Inc. (The) (HD)
- Dollarama Inc. (DOL)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: First thanks for the swift turnaround response for ADBE, yesterday.
Now my focus is on Consumer Discretionary stock positions. I hold Canadian positions in ATD, BYD, DOL and PLC and then for the US, AMZN and HD.
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is 13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you think I should consider for the brighter future, I'd be pleased to know about them.........Much thanks..............Tom
Now my focus is on Consumer Discretionary stock positions. I hold Canadian positions in ATD, BYD, DOL and PLC and then for the US, AMZN and HD.
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is 13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you think I should consider for the brighter future, I'd be pleased to know about them.........Much thanks..............Tom
- ATS Corporation (ATS)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: good morning,
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.
- Carriage Services Inc. (CSV)
- Beyond Inc Com (OSTK)
- WELL Health Technologies Corp. (WELL)
- NV5 Global Inc. (NVEE)
- Axon Enterprise Inc. (AXON)
- Century Communities Inc. (CCS)
- Boyd Group Services Inc. (BYD)
Q: Hi,
Can you give 5 small and midcap stocks US and Canadian that fits the category "that have purely domestic revenues and don't have to worry about recessions" as mentioned in your article in National post.
Thanks.
Can you give 5 small and midcap stocks US and Canadian that fits the category "that have purely domestic revenues and don't have to worry about recessions" as mentioned in your article in National post.
Thanks.
- Alphabet Inc. (GOOG)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- NV5 Global Inc. (NVEE)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
- Boyd Group Services Inc. (BYD)
- Lantheus Holdings Inc. (LNTH)
Q: With regards to Peter’s article titled Five Ways To Set Up Your Investments For Inevitable Recovery Of Market, he recommends investing now in growth stocks & small & mid-cap stocks. For each of those two categories could you please recommend 5 stocks for each group that meet the parameters Peter mentioned in the article. Thanks … Cal
Q: Today, do you see more future growth from owning a S&P 500 etf like VFV or from a balanced equity (BE) portfolio? I own all the BE stocks in my portfolio, and I have some new money to invest. Which 4 BE stocks would you over weight at this time ie what is your highest conviction stocks? Could you give a brief reason why? Would you wait until the US Feds raise rates coming in September? The markets dropped the last time the Fed raised the rate. Do you know the date? Or just invest right now?
- Park Lawn Corporation (PLC)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.
Thank-you.
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- The Walt Disney Company (DIS)
- UnitedHealth Group Incorporated (DE) (UNH)
- Constellation Software Inc. (CSU)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- DexCom Inc. (DXCM)
- Pool Corporation (POOL)
- Booz Allen Hamilton Holding Corporation (BAH)
- Berkshire Hathaway Inc. (BRK.B)
- Boyd Group Services Inc. (BYD)
Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
Thank you
Q: You mentioned in an earlier answer that the time to buy is when things are bad which, in context, is now. Can you suggest some Canadian companies which deserve to be purchased about this time? Growth, value, doesn't matter. I have done well in the past by familiarizing myself with your daily answers. No one expects perfection but my 5i compass serves me well. Thanks
- Suncor Energy Inc. (SU)
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Tourmaline Oil Corp. (TOU)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Kelt Exploration Ltd. (KEL)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Q: What did you think about BYD's earnings? The market seems to be improving for them although they are still battling some labor issues but improved. How cheap is BYD, do you feel this is an undervalued gem that is starting to recover and should get back to its old premium when market conditions improve? Thx