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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: Hello, I think I made a mistake in buying WFG. It has not done well and is at the mercy of lumber prices and the government (I think?). I used to own SJ and it may have more control of it's destiny. Your thoughts please. Frankly I'm starting to think I don't need materials as there is too many, copper, lumber, steel, gold..... I also own AEM in the sector. How do I choose? I prefer a safer less cyclical stock if that's possible in this sector. Any advise would be appreciated. Thank you.
Read Answer Asked by Cheryl on November 08, 2023
Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?
Read Answer Asked by Geoffrey on November 08, 2023
Q: Hi 5i
I would like to replace AEM in my LIF account with another basic material holding. My goal is growth. Both NTR and WFG are looking interesting now. Could you give your opinion of which would likely be the better play for a long term. With the pending slow down/recession would you switch now or wait?
Thanks
Read Answer Asked by Gary on April 12, 2023
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
Read Answer Asked by Gerry on January 09, 2023
Q: Hello,

Thanks for the response to my earlier question regarding which of the income stocks you would hold in a TFSA. Can you comment on my first statement regarding the illiquidity of the stock and how that would cause someone with a significant investment to be challenged in acquiring as much as what the daily volume has been? I have never thought of myself as a MM and I prefer not to be. Thanks.
Read Answer Asked by Kelly on December 07, 2022
Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.
Read Answer Asked by charlie on November 23, 2022
Q: Deal terms are not yet available for the WFG buyout, I own 150 shares, bought at 113/share a few weeks back.

What are your initial thoughts? Hold and tender to the bid (whatever it is, presumably higher than $125 CAD/share)? Hold out for a white knight (seems unlikely)? Sell now and capture the gain in case the deal falls apart?

Something else?

Thanks for your time
Read Answer Asked by Alexander on July 20, 2022
Q: I have losses in these four equities (between 10% and 25%) and was contemplating selling them. Would you continue to hold onto these equities or would you sell? What order would you sell them in?
Read Answer Asked by David on July 06, 2022
Q: Your last report for SJ was in June 2021 and it received an A- rating. Do you still see this stock in the same category as SLF? I read in the GAM that SJ is getting into less profitable regular lumber and investors don't like it. Value metrics look good with F P/E 9.6, P/S 0.77, EV/EBITA 8.10, however, by comparison WFG appears to me to have a much better valuation: F P/E 3.7, P/S 0.83 and EV/EBITA 1.56. WFG seems the clear choice today. Would appreciate your comments for a long term investment in SJ and/or WFG. Thanks!!
Read Answer Asked by Grant on June 22, 2022
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