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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: Looking at some Canadian companies that are involved in various aspects of consumer activity such as retail, investing, borrowing. Please rate each of the following on a scale of 1-10 for desirability for a 5+ year hold in a well diversified portfolio. Looking for good total return with a higher than average tolerance for share price volatility. These would not be core positions. CF, EQB, GOOS, NFI, PBI, PLC, TSU, TOY, ZZZ.
Read Answer Asked by Dan on January 18, 2022
Q: Hi,
Looking to add a small/mid-cap Cdn insurance company, either pure P&C or a specialty/reinsurer. (already own a lifeco and banks). A 3-4 year hold planned, in my TFSA.
Which do you feel has more promise for growth, and have you been hearing of any potential acquisitions for either?
DFY has no history as a public company, so it's not likely to make it into your Growth portfolio any time soon. TSU is already there.
THX.
Read Answer Asked by Robert on January 18, 2022
Q: So I looked at my returns at the end of July and my TFSA was up 39% in 7 months. I'd have taken that as a decent return over 48 to 60 months. So early this week before the DnD acquisition and the Nuvei short report I sold DCBO, DnD, LSPD , because my 39% return was nullified. My thought was to add 3 of the 4 TOI,TSU,TFII,or TCN . Should I add 3 of the 4 and top up KXS and GSY in the new year or add all 4 of the T's?
Read Answer Asked by David on December 14, 2021
Q: Hello,
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.
Read Answer Asked by umedali on November 09, 2021
Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
Read Answer Asked by kevin on November 06, 2021
Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks
Read Answer Asked by Curtis on October 15, 2021
Q: Hi,
Glad that TSU:CA is now included in the Model Growth Portfolio. I recently took my starter position in this stock as I found its valuation appealing.

Looking at the EV/Sales multiple this stock is trading at, 1.3X 2021 revenue and 1x 2022 revenue. I consider the stock very cheap on that metric with good growth expected in the upcoming quater's and next year too.

May I get your thoughts on it?
Thanks,
Read Answer Asked by ilie on September 10, 2021
Q: Hello:

Could you explain the difference between TSU and BAMR? Could you also explain the Reinsurance industry? With TSU doing very well recently and the BAMR spinout, it seems like a developing field ie good growth investment potential. Which of the two would you pick from a more conservative, balanced perspective?

My thanks.
Read Answer Asked by David C. on August 10, 2021
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