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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: With regards to the shift in consumer thinking related to moving away from using fossil fuels for home heating/cooling, are there any companies that would stand to benefit from the shift towards heat pumps?

Trane and Honeywell come to mind but are they actually good companies for investors? The 3 to 5 year charts show them as being somewhat rangebound.

Are there perhaps other companies? Or companies that supply the parts for the heat pumps?

Thanks!
Read Answer Asked by Brian on July 21, 2023
Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek
Read Answer Asked by Derek on July 21, 2023
Q: Hello Peter and all at 5i: With water going to be a big concern in the future I would appreciate your thought on companies or etfs to invest for this commodity. Thanks as always. Barbara
Read Answer Asked by Barbara on July 21, 2023
Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx
Read Answer Asked by Adam on July 21, 2023
Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you
Read Answer Asked by Alexandra on July 20, 2023
Q: Hello Team,
I was looking at buying positions in both or 1 of LMN and Ats. However both have been on a sort of run lately , especially LMN. Should I wait for the next pullback to buy into these names? I know you’re not a fan of timing the market but looking for your take here. Thanks

Shane
Read Answer Asked by Shane on July 20, 2023
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike
Read Answer Asked by Michael on July 20, 2023
Q: My portfolio is recovering well, but still down about 5% down from its high because of the small caps that I own. They are all cheap and profitable companies, but some are still down 50%. If we go into recession will they crash? How should I deal with these companies? Should I be taking losses now to protect from future losses? I just don't understand the market right now because usually small caps are the first to recover. My original plan was to sell 1/2 after they recovered but that isn't happening.
Read Answer Asked by Pamela on July 19, 2023
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
Read Answer Asked by dan on July 19, 2023
Q: I have this in a TSFA account. What do you think of the likelihood of this going up? Should I hold or sell this stock? Thanks
Read Answer Asked by Linda on July 18, 2023
Q: Hi, the last response (Mar '23) on JWEL was ..."It's 18X earnings, we think 15X would be a better price point.", what would 15x equate to in stock price?
Has anything else changed since the release of Q1 results that gives you more hope or that we have seen perhaps a bottom in the stock price? It hit a 52 week low yesterday. There has been insider buying last 3-6 months vs sells. Has this essentially become a value stock now vs growth?
I do not own but it is on my watch list.

Cheers,
Steve
Read Answer Asked by Stephen on July 17, 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: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience
Read Answer Asked by John on July 17, 2023
Q: What am I missing about PBH: high crazy debt, low ROE, high P/R . High interest rates must be hurting them with all this debt. I never bought because it always seems expensive. My neighbour and his LP have held 7% shares for many years - bought low single digits. I should have listened to him all those many years ago - LOL.. Too expensive to buy now as I can get better returns in banks: capital and compounding dividends. Just curious on your comments. I thought ofd buying at $79.00 and, of course did not do so.
Read Answer Asked by James on July 14, 2023
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