Q: please comment on the quarter. Are you comfortable moving from half to a full position here?
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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.
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Dollarama Inc. (DOL $180.93)
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Thomson Reuters Corporation (TRI $206.63)
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goeasy Ltd. (GSY $166.41)
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5N Plus Inc. (VNP $19.45)
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kneat.com inc. (KSI $5.09)
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Vitalhub Corp. (VHI $10.39)
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Galaxy Digital Inc. Class A common stock (GLXY $43.92)
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Propel Holdings Inc. (PRL $25.32)
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D2L Inc. Subordinate Voting Shares (DTOL $16.85)
Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.
Q: Which one would you old for long term growth and dividend?
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Eli Lilly and Company (LLY $906.86)
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Constellation Software Inc. (CSU $3,507.03)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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goeasy Ltd. (GSY $166.41)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $204.03)
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Texas Pacific Land Corporation (TPL $914.43)
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Murphy USA Inc. (MUSA $366.75)
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Deckers Outdoor Corporation (DECK $79.54)
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Propel Holdings Inc. (PRL $25.32)
Q: Good Day,
With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James
With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James
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Constellation Software Inc. (CSU $3,507.03)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.21)
Q: Is recent question I asked was only partially answered. The question was asked by Tim on Oct 8. Here is your response:
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
Q: Hi Team,
I'm considering selling CSU and TRI for capital loss. Do you see these two moving up significantly in the 30 day waiting period? Would you re-buy both after 30 days or move the funds elsewhere?
Thanks
I'm considering selling CSU and TRI for capital loss. Do you see these two moving up significantly in the 30 day waiting period? Would you re-buy both after 30 days or move the funds elsewhere?
Thanks
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Toronto-Dominion Bank (The) (TD $113.56)
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Bank of Nova Scotia (The) (BNS $92.68)
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Constellation Software Inc. (CSU $3,507.03)
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Thomson Reuters Corporation (TRI $206.63)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?
Thank you
Tim
Thank you
Tim
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Constellation Software Inc. (CSU $3,507.03)
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Intact Financial Corporation (IFC $265.18)
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Thomson Reuters Corporation (TRI $206.63)
Q: I am under water in these three companies, should I keep holding them or should I sell them.
Q: Is this a blue chip company being repriced?
Is this AI disrupting the business case that TRI.ca has enjoyed for many many years?
Is this AI disrupting the business case that TRI.ca has enjoyed for many many years?
Q: We definitely bought TRI at the recent high and ever since TRI seems to be falling .5-1% per day. My husband wants to sell and cut our losses. I think TRI must be close to its bottom. Has there been a fundamental change, or has the sentiment change just been over last quarter’s miss? Your thoughts would be appreciated.
Q: Good morning.
In an attempt to diversify my stock holdings across different sectors of the economy I was having difficulty in determining to which sector TRI belongs. I’ve seen it referred to as a technology company, a finance company and an industrial company. If you had a gun to your head (please pardon the figure of speech) and had to choose a sector to which TRI belongs which one would you choose?
Many thanks.
In an attempt to diversify my stock holdings across different sectors of the economy I was having difficulty in determining to which sector TRI belongs. I’ve seen it referred to as a technology company, a finance company and an industrial company. If you had a gun to your head (please pardon the figure of speech) and had to choose a sector to which TRI belongs which one would you choose?
Many thanks.
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Alphabet Inc. (GOOG $278.06)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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goeasy Ltd. (GSY $166.41)
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TerraVest Industries Inc. (TVK $125.97)
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Kraken Robotics Inc. (PNG $5.69)
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MDA Space Ltd. (MDA $25.95)
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Amazon.com CDR (CAD Hedged) (AMZN $29.06)
Q: I have $10k to invest and I want to buy some stocks (Canadian or CDR) that are underpriced.
I was thinking to invest in TRI, MDA, TFII, TVK and GSY. Maybe Amzn.
For a 3 year hold, how would you rank these stocks? Any other suggestions.
I was thinking to invest in TRI, MDA, TFII, TVK and GSY. Maybe Amzn.
For a 3 year hold, how would you rank these stocks? Any other suggestions.
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Canadian National Railway Company (CNR $134.94)
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Sun Life Financial Inc. (SLF $86.50)
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Constellation Software Inc. (CSU $3,507.03)
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Intact Financial Corporation (IFC $265.18)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
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goeasy Ltd. (GSY $166.41)
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Kraken Robotics Inc. (PNG $5.69)
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Zedcor Inc. (ZDC $6.69)
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kneat.com inc. (KSI $5.09)
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Vitalhub Corp. (VHI $10.39)
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Propel Holdings Inc. (PRL $25.32)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.21)
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Lumine Group Inc. (LMN $30.39)
Q: Hello, please tell me of the comparable at current price which one that you would choose for total return for a 1-3 year hold and a 3-5 year hold. Also if you could provide a brief reason why would be appreciated.
1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI
Thank you
1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI
Thank you
Q: Hi 5i, Any reason behind causing the Thomason Reuters Crop (TRI:CA) close to 52 weeks low? Do you still consider for buying now? Many thanks.
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Constellation Software Inc. (CSU $3,507.03)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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Alimentation Couche-Tard Inc. (ATD $68.80)
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Propel Holdings Inc. (PRL $25.32)
Q: Can you name 5-10 stocks in the US or Canada that seem to have been unfairly punished this year, or even lately, such that it would be a good time to pick them up. Thanks!
Q: Hello,
Could comment on Tri.to recent slide, what is driving the drop?
Thank you
Could comment on Tri.to recent slide, what is driving the drop?
Thank you
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Visa Inc. (V $340.30)
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Bank of Nova Scotia (The) (BNS $92.68)
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Enbridge Inc. (ENB $65.40)
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TC Energy Corporation (TRP $70.16)
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Sun Life Financial Inc. (SLF $86.50)
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TELUS Corporation (T $20.48)
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Fortis Inc. (FTS $71.24)
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Thomson Reuters Corporation (TRI $206.63)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.96)
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Trisura Group Ltd. (TSU $37.55)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.21)
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Lumine Group Inc. (LMN $30.39)
Q: Which ones (if any) would you buy and hold and forget for 10 years?
Q: Hi Peter, I have a TFSA portfolio with 15 stocks in it and was thinking of adding TRI to the list. In order to do this I would have to sell 10 shares of my RY and 7 shares of my CM which together generate a 78.60 dividend a year. The new position in TRI would probably be around 10 shares and a 1% weighting in the portfolio giving me a divided of 23.60 a year. Is losing the difference in dividends of 55.00 worth adding TRI, does doing this make sense in the long run. Thanks
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Toronto-Dominion Bank (The) (TD $113.56)
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Bank of Nova Scotia (The) (BNS $92.68)
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Constellation Software Inc. (CSU $3,507.03)
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Dollarama Inc. (DOL $180.93)
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Intact Financial Corporation (IFC $265.18)
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WSP Global Inc. (WSP $264.25)
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Descartes Systems Group Inc. (The) (DSG $119.63)
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FirstService Corporation (FSV $219.50)
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Toromont Industries Ltd. (TIH $162.59)
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Thomson Reuters Corporation (TRI $206.63)
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Alimentation Couche-Tard Inc. (ATD $68.80)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
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goeasy Ltd. (GSY $166.41)
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EQB Inc. (EQB $90.15)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.21)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
Q: TRI has had a noticeable selloff over the last few months. Any specific company reasons?