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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 identified 9 companies that out performed the TSX 60 plus 3 energy companies that I believe have a bright future. All 12 failed the MACD. 5 are trading at double digit discounts to their 52 week highs; dsg,shop,l,tou and cve. P/E range from 85 to 6 etc, etc. Please pick your diversified top 6 for a 5 year hold, with consistent profitability, no crazy volatility and suggest a great entry price. Thank you

Read Answer Asked by Richard on August 22, 2023

Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin

Read Answer Asked by Fooklin on August 04, 2023

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Read Answer Asked by Terry on July 17, 2023

Q: Hello, I read with your interest your answer to Kolbi's question yesterday about growth stocks for TFSA. Regarding STN, it has an amazing chart and momentum. I see that WSP is in its peer group and is in 5i's BE portfolio. Would STN be preferred over WSP? Please provide reasons for yes or no. Many thanks.

Read Answer Asked by jeff on July 11, 2023

Q: My daughter just turned 18 and we opened her TFSA account this week. Trying to spark her interest in investing I was screening for some young hip stocks I could put her onto ( gaming, social media, clothing brands, etc) ....saddly in Canada I didn't find anything. So went to my second option which is " work related stocks" which in my case is engineering and my daughter going off to school in the fall in engineering as well. I have owned WSP since before the merger ( Genivar) so done very well. Stantech is your holding in the growth portfolio although I am concerned with the strong run over the past year and a looming ( hopefully shallow) recession that it might not be a great time to get into the name over WSP which has done well but lagged a bit more this year. So WSP or STN for a 30+ yr hold, or look elsewhere short term due to sector risk with the looming slowdown.

Read Answer Asked by Tom on June 30, 2023

Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023

Q: Hello, Stantec stock has seen good momentum and jumped from $79 to over $83, since, Friday, last week. Are you aware of any specific developments, or it's part of the relief rally in the infrastructure sector, after passing of Debt Ceiling bill in US. I am aware that Stifel bumped STN price target to $93 from $86, on Monday. Is it worth increasing our present 1.5% weighting in STN ( we are underweight in Industrials ) and if so, what will be a reasonable price level to add ? Or, it's prudent to wait for the stock to settle back to $78-79 level ? Thank You

Read Answer Asked by rajeev on June 07, 2023

Q: Hello, With reference to your Model Portfolio changes to trim Stantec's present 2.5% weight to 2%, in Growth portfolio ( start price $68 - current price $77.50), could you elaborate on the rationale, a little more, for a better understanding. If the valuation is stretched, is the current price is expensive, in your opinion ? Also. generally, if you like a company and the sector, the model portfolio will hold a position 2.5-3.5% or higher.

We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.

Thank You

Read Answer Asked by rajeev on May 26, 2023

Q: An analyst on BNN said today that he feels Stantec's share price could double in the next 5 years, as they do a lot of business in the USA, which is spending a lot on infrastructure improvements, which should benefit Stantec. He felt their headcount in 5 years could be roughly where WSP Global's headcount is now, with some of the growth coming from acquisitions. Wondering what you think of Stantec's growth potential over the next 5 years, and also about their debt levels. Looking at the balance sheet, the debt to cash flow looks a little high.

Read Answer Asked by Dan on May 26, 2023

Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.


Read Answer Asked by Ian on May 01, 2023

Q: Hi Team

Can you give us your top 5 Industrial Canadian stock picks for next 24 months

Thanks Mike B

Read Answer Asked by Mike on April 04, 2023

Q: These 4 securities represent my industrials holdings. I wish to add to this sector and would appreciate if you can suggest another company that would be a great complement to this group. Alternatively, would you suggest simply adding to the existing holdings and if yes, in what order would you add? Thank you.

Read Answer Asked by Barbara on April 03, 2023

Q: I'm looking to increase my holdings in the industrial sector. I have CNR and CHR,
and considering WSP Global, Stantec and Waste Connections.

Could you rate these on growth potential and safety, and good entry points?

Read Answer Asked by Valerie on January 18, 2023

Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.

Read Answer Asked by chris on January 04, 2023