Q: I have the good problem of MX and WSP doing very well but now both at 2% overweight. I hate to sell stocks on a good run....time to rebalance or ride it out a bit longer. If time to rebalance what materials and industrial stock ( balanced equity portfolio follower) to buy right now with the 2% position.
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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: Hi Peter, Ryan and team
With the demise of Carillion, I wonder if you would hazard a guess as to which of the above companies would be most likely to pick up some assets based on the size of the war chest, past behaviour, etc.?
Gord
With the demise of Carillion, I wonder if you would hazard a guess as to which of the above companies would be most likely to pick up some assets based on the size of the war chest, past behaviour, etc.?
Gord
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Sun Life Financial Inc. (SLF $88.76)
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Constellation Software Inc. (CSU $2,440.00)
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WSP Global Inc. (WSP $266.37)
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Avigilon Corporation (AVO $26.98)
Q: What 5i stocks (portfolio and rated/covered) are making new highs these days?
Cheers
Cheers
Q: What are your thoughts on $wsp going forward. I currently hold a full position.
Thanks Valter
Thanks Valter
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WSP Global Inc. (WSP $266.37)
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Tricon Residential Inc. (TCN $15.34)
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Magna International Inc. (MG $76.23)
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Savaria Corporation (SIS $25.11)
Q: Seeking two or possibly three solid dividend producing Canadian stocks that have major US exposure for a non registered account. Thanks.
Q: I am currently sitting on some gains with TCN. Should I switch to WSP? Does WSPs run still have legs? Is there another yield play you might suggest that has room to grow?
Much thanks,
Mark
Much thanks,
Mark
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TELUS Corporation (T $19.42)
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Constellation Software Inc. (CSU $2,440.00)
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WSP Global Inc. (WSP $266.37)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.24)
Q: Why was Telus dropped from the Balanced portfolio?
At current price levels, which 3 companies in the Balanced portfolio are attractive to buy if one didn't have any?
Thanks!
At current price levels, which 3 companies in the Balanced portfolio are attractive to buy if one didn't have any?
Thanks!
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Sylogist Ltd. (SYZ $4.05)
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Constellation Software Inc. (CSU $2,440.00)
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WSP Global Inc. (WSP $266.37)
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CAE Inc. (CAE $44.13)
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NFI Group Inc. (NFI $17.30)
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Avigilon Corporation (AVO $26.98)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.24)
Q: Following your balanced portfolio. still have not purchased the above stocks. Give me your top 3 from the list above in order. Have a 5 year time frame. Thanks for all your help. Is this a good time to buy?
Q: Curious for your thoughts regarding the potential impacts on companies such as WSP and Stantec (companies that provide services in the US vs sell products) resulting from a collapse of Nafta.
Thanks
Joe
Thanks
Joe
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People Corporation (PEO $15.21)
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WSP Global Inc. (WSP $266.37)
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CAE Inc. (CAE $44.13)
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NFI Group Inc. (NFI $17.30)
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Intertape Polymer Group Inc. (ITP $40.48)
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Agrium Inc. (AGU $144.58)
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Savaria Corporation (SIS $25.11)
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Ag Growth International Inc. (AFN $28.56)
Q: Reviewing my portfolio for year end and find myself low in industrials. I currently hold the above stocks and would like your opinion on whether I should increase any or all of the above (currently all equal weighting) or add to this list?
Q: As an infrastructure play would you rank Stantec, Snc Lavalin and Wsp
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Sylogist Ltd. (SYZ $4.05)
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WSP Global Inc. (WSP $266.37)
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Stella-Jones Inc. (SJ $100.19)
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Kinaxis Inc. (KXS $128.05)
Q: I would like to add one of the above companies to my TFSA . Could you please rank them for me. Thanks. Ernie
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Bank of Nova Scotia (The) (BNS $105.46)
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TELUS Corporation (T $19.42)
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WSP Global Inc. (WSP $266.37)
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Stella-Jones Inc. (SJ $100.19)
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Savaria Corporation (SIS $25.11)
Q: I am investing the 52000 plus whatever the amount is for 2018 in my wife's TFSA. With a 10-15 year time-frame might I be considering a couple of quality ETF's or would you advise the purchase of 5 or 6 quality stocks? What might you suggest to consider? She does like the Dollarama idea which you recently recommended. Also would you recommend holding off until the new year to get the ball rolling or invest now? Thanks
Q: I'm trying to diversify a bit more and sell a quantity of banks and utilities Would you consider WSP as a long term buy and hold. Would I buy a full position now or stagger the buys. Thanks
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Canadian National Railway Company (CNR $143.77)
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Loblaw Companies Limited (L $65.77)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.47)
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Methanex Corporation (MX $66.39)
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WSP Global Inc. (WSP $266.37)
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Alimentation Couche-Tard Inc. (ATD $80.00)
Q: Hi There,
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You
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Sylogist Ltd. (SYZ $4.05)
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TELUS Corporation (T $19.42)
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WSP Global Inc. (WSP $266.37)
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CAE Inc. (CAE $44.13)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.24)
Q: have a little money since I sold TOY do not have above stocks. Following your balanced portfolio. Should I buy 1 rebuy TOY or hold? Also what are the future prospects of SHOP
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Royal Bank of Canada (RY $237.82)
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Canadian National Railway Company (CNR $143.77)
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Constellation Software Inc. (CSU $2,440.00)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.47)
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WSP Global Inc. (WSP $266.37)
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NFI Group Inc. (NFI $17.30)
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Toromont Industries Ltd. (TIH $183.25)
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Alimentation Couche-Tard Inc. (ATD $80.00)
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Savaria Corporation (SIS $25.11)
Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.
Thanks Valter
Thanks Valter
Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul
Q: Please comment on Stantec earnings. Which do you prefer STN to WSP at this point? Thanks
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Toronto-Dominion Bank (The) (TD $133.64)
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Constellation Software Inc. (CSU $2,440.00)
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WSP Global Inc. (WSP $266.37)
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NFI Group Inc. (NFI $17.30)
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Premium Brands Holdings Corporation (PBH $100.73)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.24)
Q: I have the following stocks in an non-registered account with curent weightings between 2.5% and 3.5% : TD, WSP, CSU, TOY and PBH. I would like to deploy a 2% cash.
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...
Thank you,
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...
Thank you,