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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: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks
Read Answer Asked by sam on February 02, 2024
Q: We own the above in our non registered portfolio. Please advise the average 5 year return on each of them.
Read Answer Asked by Terry on January 25, 2024
Q: Hi Gang
Can you give a list of your top Industrial stocks for 2024

Thanks Mike B
Read Answer Asked by Mike on January 24, 2024
Q: The two least profitable stocks in my entire portfolio are SIS (up an anemic 6% after two years) and PBH (up 10% in the same time period). I'd like to replace both with something growthier - but here's the catch - I want similar dividends (+/- 1%) and I want Canadian replacements in the same sector. My only other Consumer Defensive is COST. Current industrials are WSP, HPS.A, J, and TFII. I would welcome your speculation on how SIS and PBH are likely to grow this year...and what potential replacements might be. Thank you.
Read Answer Asked by Maureen on January 19, 2024
Q: Hello, I need to reduce my financials and beef up my industrials and materials. I own TD, RY and SLF, and will trim reluctantly as they have all done well for me over the years. I already have TFII, ATS, and NTR. What would you suggest for Industrials and materials. Add to existing or add new companies? As a retired sort, I prefer Canadian stocks eligible for the Dividend Tax Credit but iI am underweight the US so f you have much better US suggestions please advise.
Many thanks
Read Answer Asked by alex on January 19, 2024
Q: If one needed to raise some cash and had a choice between the 3 choices listed (WSP, BEP.UN, GLD); what should one consider?

In what order would you sell and why? Does one have more positive / negative outlooks vs the other?

Thanks as always for your help!

Cathy
Read Answer Asked by Cathy on January 15, 2024
Q: A family member entering post-secondary school owns these stocks in their TFSA on an approximate equal weighting of $4,000. They have $8,000 to contribute and invest this fiscal.

The objective is growth with some risk; maintenance of capital is a secondary objective.

If allocating in $4,000 increments would you add to one or more of the existing investments or are there one or two you think would be better suited to a young investor over a 3 - 5 year investment horizon?

Thanks so much.
Read Answer Asked by Dave on January 12, 2024
Q: Looking to add to my TSFA, working on following the Balanced Portfolio, am missing these stocks. which and in what order would you add these?
Thank you, Shane
Read Answer Asked by Shane on January 08, 2024
Q: Which 3-5 Canadian stocks would you be buying with your TFSA & FHSA contribution?
Thank you
Read Answer Asked by Gowtham on January 05, 2024
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
Read Answer Asked by Marcel on December 21, 2023
Q: I have the above stocks in my TSFA account. All about equal weighted. Which stock would you add the $7000 2024 contribution to?

Or do you not favour any of the above and have another suggestion?

Thanks for everything and happy Holidays to everyone.

Dave.
Read Answer Asked by David on December 18, 2023
Q: Hi. I'm currently over weight in Consumer Defensives (BYD, PBH & PRWM) and under weight in Industrials (WSP, TFII, STN & SIS).
I'm thinking of selling PRMW and buying EIF. Based on future prospects do you think this trade makes sense. I intend to hold for a few years. Thanks!
Read Answer Asked by Ian on December 04, 2023
Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris
Read Answer Asked by chris on December 01, 2023
Q: Hi Folks,

My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks
Read Answer Asked by JOHN on November 29, 2023
Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.
Read Answer Asked by sam on November 27, 2023
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