Investment Q&A

Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.

Q: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.

Q: What is your updated view on Russel Metals after their latest earnings report and large acquisition (Samuel $225M) in December. Net cash position and commentary on some recent and future CapEx focused on value added moderinazation projects to expand margins. It seems like something has changed with the company finally breaking out from the 30-35 range it has been in for 15 years.

John Reid
"It's definitely been a very robust market compared to anything I've seen and really the sustainability of that over 3 years...So the demand has been very good and also price of steel has been very good... And so, yes, it's been a really nice ride for the last 3 years and we don't see anything really pulling back on that next or I guess the next 2 or 3 years as far as we can see out, we just don't see anything to change that right now."

Q: Hi 5i
AC is to report earnings tomorrow. In your opinion, what will it take to move share price in positive direction? Last summer sp headed in the right direction till market drop....

Long term share holder,...looking forward, would you continue to hold...time frame shortens every year, now looking about 2 yr horizon.

Can you suggest alternatives to AC with reasonable growth/risk.

thx

Q: Is it time to buy a company where management is on investor side. Where do I go?

Q: I read about "paying attention to valuation" but I don't understand how to arrive at a good "valuation" of a company.

Could you explain, in simple terms, and give an example of what would be a good [and a bad] valuation of an existing company's stock?

Could you use CAE or TIXT as an example of a good or bad valuation?

Thank you.

Q: Canadian Tire had a big miss this quarter. Is this a one off, or a sign of longer term issues. Would you hold or move on?

Thanks, Marie

Q: I've been monitoring questions on NTR for some time, and you've been fairly consistent about $65 being a level to buy. This afternoon NTR hit $64.89 and bounced up very quickly to $66.
I wanted to ask -- how did you "guess" that? Was it based on technical analysis? Some type of valuation ratio? Or just a guess? I realize this is only intraday, that you can't always predict the bottom and that it go lower tomorrow, but was wondering how you pick prices to buy in.

Q: If you had $31,000 in a new US rrsp, what 5 holdings would you buy? What would be a decent price for the holdings?

Q: Why the big jump in price Wednesday?

Thanks


Sheldon

Q: What happened to the forums???? I logged on this evening and headed for the Forums link at the top of the page, and it's no longer there! Maybe a glitch? Logged out, logged back in again - same thing, no Forums!!!!

Q: hi 5i
With reference to my earlier question you mention there are better names, could you please advise a few of those names .
thx

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: This company's shares are trading below their ipo price. Are there any rumours of ruminations that it might go private or get bought out?

Q: What should we expect/look for in earnings this afternoon? Thanks

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
How do you view mg earnings today and the risk going forward, shares down on earnings today...lnr down also ..... currently small position in mg with 2 year horizon...would you buy/add at these prices...

Thx

Q: I have a RESP for 3 grandchildren under the age of 11.
Would you please suggest 3 or 4 stocks to add or swap with any in the above group. Would prefer a bit more growth. Thank you

Q: I just finished rebalancing in my TFSA and would like to take the extra dollars generated and invest in a conservative growth company for a 3 yo 5 year term. Please rank the names provided including any Canadian favourites of your own.
Much appreciated. ram

Q: What are your thoughts on ETFs that are market weighted versus equal weighted? From anecdotal review it looks like the market weight ones do much better. It may also be relevant how many holdings they have.