Investment Q&A

Q: On Dec 12 '23 you printed a list of 10 potentially improving stocks. With good luck I pulled CCL out of the list and it has done well. Which of that list do you still see as having good potential ?? Thanks Jim

Q: Hi guys,

I have ATZ with and small gain, after seeing your latest update, I'm thinking of switching to PRL? Thoughts

Thanks

Jim

Q: A number of these companies have done very well recently while others have not. Could you rate these as Buy/Hold/Sell and for those you consider a buy, could you provide what you feel is a good entry point.

Thank you
Tim

Q: In a registered account I would like to do some money recycling and choose 2 to depart from and recycle back into the others. HPS.A with 4% weighting and GSY at 6%. WELL is (well below) purchase price and although I still believe in the company the others might do better with a 5 years horizon but maybe not, your take. Could you identify the 2 you would let go and where would you recycle money into with a 1-5 preference, 1 beeing where you would add the most and 5 you would put the least. Having said all of that the total portfolio is much bigger and the position size of all of the above except for HPS and GSY are in the 1-2% range.

Thank you

Q: I have held Magna for multiple years, and with the execption of a surge in value three years ago (which it eventually surrendered), it is at pretty much my original purchase price. I have been considering a switch to Amazon, as I cannot think of a more dominant player in the consumer cyclical space. I had also considered starting a position in Aritzia, but I am not as confident in its profile as I am with Amazon. The position of this investment is 4% of portfolio, if the exposure level has any influence at all on the analysis. One potential tailwind for Magna could be manufacture of parts for battery electric vehicles, which should increase in demand over the next five years: my understanding is that MG provides many such parts to multiple companies that make these particular automobiles.

Would a switch from MG to AMZN be prudent, or is there a stronger case to be made for staying put? As always, thanks so much for your insights, and I look forward to your response.

Q: Hi 5i:
These 2 are in my TFSA, AQN is down 15% and ATZ 27%, each are 1.5% of TFSA.
I am thinking it is time to move on. My reason is that I think it will take too long for these to "come back"
I know that this will be a loss I cannot claim.

What do you think? Any suggested replacements?
Thanks for all your work and analysis.

Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Q: My wife and I have accumulated a fair amount of cash in our RRSP we would now like to invest. We have at least 5 years time horizon. We are well represented in Oil, Banks, Tech., financial. We have some reits as well. Not much retail or healthcare. We like growth and dividends and not too concerned about higher weightings in the right industries (we are considering more banks and tech, as well as minerals for batteries). We have about 40K which is about 10% of our portfolio. What would you consider good value right now? It seems many tech stocks are priced very high right now so would you avoid tech at the moment? Can you suggest 5 value stocks? Thanks.

Q: Hi Peter & team,

Could you please recommend two Canadian Consumer Staple and/or Discretionary choices to add into a portfolio?

Thanks for all you do

gm

Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys

Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Q: Hi Team
Can you please rate these 3 in terms of growth and also in terms of risk.
2 year hold minimum
Thanks

Q: Hi 5i - which of these companies would you prefer for a 10 year hold? I own ATZ and thinking of switching to PBH.

Thanks, Neil

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: Hi guys,

I have the following stocks inside my portfolio all around the 1.5%. I have some additional cash available to invest inside a "balance" portfolio. Please rank them for a 3 year hold.
DRX, ATZ, DOL, HPS.A, TVK and WELL.

Thanks,

Jim

Q: Good morning I have been a holder of ATZ for a while pretty much back to even in terms of cost. I was wondering what has been driving this lately I can't seem to find any news that could be driving this? I hold this in a TFSA in your opinion is that the best account to hold this company in.? Thanks

Q: Any TSX/TSV listed stocks that you feel are currently undervalued?

Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you

Q: Hi,

These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.

Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?

With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?

I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!

Q: Which do prefer as a purchase for a 1 to 2 year hold. RET appears super cheap, and could be a multi-bagger if any success. My concern is buying something like ATZ as an example, only to have it go down and then hold at a loss for years waiting for it go back.