Investment Q&A

Q: WSP is frequently favourably mentioned in the Q & A and its share price has been on a nice run (about 30% in the last 12 months). But at present its P/E is about 50 and its Price / Cash Flow is above 28. Are these matrices somewhat concerning? Apart from J:US (which I also own), do any of its peers look more appealing? Thanks much for your excellent service.

Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Thank you.

Howard

Q: I’m looking to add a Canadian stock with great potential to compound over the next 5 years or more. I already own stocks such as TFII, ATD, BN and CSU. Which do you think has is the best opportunity to start a new position along GSY, DOL or TRI? Or maybe WSP? Please rank and/is there another I should maybe consider?

Q: Time to do some spring cleaning. Can you please rank the above industrials to purchase/hold? Thank you

Q: Hi team, I hold the above in more or less equal weights and I need to sell one to fund my RIF payments for the year. Which one would you expect to show the least growth in the next year? Or would you chip away at all of them equally?

Thanks as always, Rod

Q: Hi Folks,
I trimmed some WSP(in my TFSA) and I'm looking to add to my position in AMZN or start a new position in LMN. May I have your opinion as to which would be the best today.
Thanks

Q: Do you have a target price for WSP? What %
Would you let it have ??
Thx

Q: I own both of these but would like to just keep one. Which one do you have more faith in going forward. Thanks. I plan to buy AXON as a replacement.

Q: Looking to raise some money. In what order would you sell these with your reasons.
Thanks. ram

Q: I own STN. No complaints but would appreciate your opinion/comparison of these three companies.

Thank you..

Mike

Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Q: Hi Peter & 5i team,
Thinking of adding more WSP global for a long term hold. What do you think of the stock price today versus earnings growth.
Thank you

Q: Hello Peter,

Sam Altman wants to raise $7T for AI chips in the future. He's looking to the UAE for investments. Thoughts, comments? Will this likely be a new private venture or is there a possibility that he may explore any current publicly traded firms to partner (in terms of funnelling cash into, etc.)?

Next, what are some names that could benefit from this current theme and or Sam and others from diving into the chip design, manufacturers, etc. What are your top names for years out in this space, and a few comments on each. Let's rock!

Finally, Cybersecurity and protection of critical infrastructure is and will be huge. Top names in this space, ranked in terms of future outperformance?

Q: I have funds for 2 of the above. Please rank 1-4 in the order you would invest today for maximum growth over 5 years. If there is an industrial/materials that has yet to be discussed in the 5i pages that should be considered, then please include. Thanks

Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.

Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?

Q: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.

Q: I am a very patient investor and want to add to my WSP holdings.

What do you think would be a realistic but very favorable price to leave my bid at.

Thanks


Sheldon

Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!

Q: I already hold a bit of TFII and WSP but would like more in industrials. I’m thinking of either adding to TFII or starting a position in STN or TT. Is there still good reason to add to TFII? If not, both STN and TT have good momentum, but as I already hold WSP, would TT make more sense?

Thanks.