Q: Your are in a contest with "Joe" to pick the best 10 stock portfolio over the next 5 years. Best total return wins. Must have 2 Canadian stocks from each of these categories : technology, energy, consumer, industrial, and small cap (max $1 billion Cdn market cap to qualify as small cap). Since you are pros, Joe got to go first. He picked SHOP and CSU in tech, SU and TOU in energy, ATD.B and QSR in consumer, BN and WSP in industrial and WELL and CTS in small cap (he's a 5i reader, so he knew to pick several of your best ideas). What 10 stocks are you going to select to try to beat him?
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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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NVIDIA Corporation (NVDA $188.61)
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Booking Holdings Inc. (BKNG $5,446.51)
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Eli Lilly and Company (LLY $1,076.98)
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United Rentals Inc. (URI $824.77)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.30)
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Vanguard S&P 500 Index ETF (VFV $168.40)
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Axon Enterprise Inc. (AXON $591.15)
Q: My daughter is looking to start an investment portfolio. What would be your top 5 Canadian and top 5 US Picks in the current market for a long term hold? Please include one ETF for Canada and US in your picks.
Thanks
Tim
Thanks
Tim
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Stella-Jones Inc. (SJ $86.47)
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Russel Metals Inc. (RUS $44.11)
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Stelco Holdings Inc. (STLC $68.14)
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West Fraser Timber Co. Ltd. (WFG $82.61)
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Doman Building Materials Group Ltd. (DBM $9.53)
Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?
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Canadian Pacific Kansas City Limited (CP $101.94)
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Brookfield Infrastructure Partners L.P. (BIP.UN $47.84)
Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?
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Veren Inc. (VRN $9.14)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.45)
Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick
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Canadian National Railway Company (CNR $134.95)
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Canadian Pacific Kansas City Limited (CP $101.94)
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TFI International Inc. (TFII $144.98)
Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?
Are there any other transportation companies that you find interesting these days?
Q: So where are we on this stock now, up 43% in the last year, more future here now.
Thanks again
Thanks again
Q: Do you recommend buying shares from the 2.7 mln secondary offering announced for $92.50 ? Thanks
Q: Hi There,
Would you buy Tfi now or wait for a pullback?
Thanks!
Robert
Would you buy Tfi now or wait for a pullback?
Thanks!
Robert
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Alphabet Inc. (GOOG $315.67)
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Microsoft Corporation (MSFT $488.02)
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NVIDIA Corporation (NVDA $188.61)
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Booking Holdings Inc. (BKNG $5,446.51)
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United Rentals Inc. (URI $824.77)
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TFI International Inc. (TFII $144.98)
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Axon Enterprise Inc. (AXON $591.15)
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CrowdStrike Holdings Inc. (CRWD $477.11)
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Vertiv Holdings LLC Class A (VRT $166.87)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.75)
Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.
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Real Matters Inc. (REAL $5.86)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
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EvokAI Creative Labs Inc. (OKAI $0.12)
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illumin Holdings Inc. (ILLM $1.03)
Q: Like most I have some options("dogs")for tax loss selling.
In which order would you sell the above? and I assume you would not buy any of them back at this point in time?
Thanks,
Terry
In which order would you sell the above? and I assume you would not buy any of them back at this point in time?
Thanks,
Terry
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.45)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.75)
Q: While I am primarily a growth investor and I currently hold BN, I am attracted by the higher USD dividend offered by BIPC and am considering a switch. Which company do you think will have the best overall return over the long run for an investment in an unregistered account?
Q: Would you support a swap from ECN to CLS today for an investor looking to improve growth positioning?
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Booking Holdings Inc. (BKNG $5,446.51)
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Constellation Software Inc. (CSU $3,316.17)
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Descartes Systems Group Inc. (The) (DSG $121.96)
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TFI International Inc. (TFII $144.98)
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Ulta Beauty Inc. (ULTA $608.52)
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Five Below Inc. (FIVE $188.67)
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Copart Inc. (CPRT $39.10)
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Old Dominion Freight Line Inc. (ODFL $159.36)
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Heico Corporation (HEI $338.07)
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Topicus.com Inc. (TOI $126.52)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.75)
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Lumine Group Inc. (LMN $27.35)
Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.
Thanks inadvance
Thanks inadvance
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TELUS Corporation (T $17.50)
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Air Canada Voting and Variable Voting Shares (AC $19.49)
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Magna International Inc. (MG $73.47)
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Leon's Furniture Limited (LNF $28.32)
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Magellan Aerospace Corporation (MAL $18.65)
Q: I'm interested in your thoughts on the quality of the management at these companies. All are negative in my portfolio at this point. Could you rank them by below average, good(average) and above average?
Thanks
Thanks
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BRP Inc. Subordinate Voting Shares (DOO $99.01)
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Magna International Inc. (MG $73.47)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.50)
Q: Hi ,
Can you please rate these names in terms of growth and risk from 1-10.
Minimum 5 year hold.
Thanks
Can you please rate these names in terms of growth and risk from 1-10.
Minimum 5 year hold.
Thanks
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Bank of Nova Scotia (The) (BNS $101.31)
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BCE Inc. (BCE $31.44)
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Canadian Imperial Bank Of Commerce (CM $126.61)
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TELUS Corporation (T $17.50)
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Algonquin Power & Utilities Corp. (AQN $8.50)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
Q: I own the companies in question in an unregistered investment account. To offset some capital gains I was thinking of divesting myself of some of these investments. Please rate them in order of disposition in your opinion. I am a retired investor who believes in companies with a history of dividends. Additionally, can you suggest 3 potential investment replacements, thanks.
Q: In your answer to Terry today you stated "we would suggest also looking at sector exposure in this decision, to see that sectors align with objectives." My objective is to secure a very comfortable retirement that includes travel with investments that are as tax efficient as possible. I'm 63, and struggling with my sectors. How would one with align their sectors with this objective. I know sectors are a personal decision and you can't give personal advice but I'm looking for an example as a starting place to make my decision. Thank you
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Canadian Natural Resources Limited (CNQ $45.07)
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AltaGas Ltd. (ALA $42.17)
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Russel Metals Inc. (RUS $44.11)
Q: of these 3 stocks which would you choose RUS-T, ALA-T, CNQ-T
Q: GOING FORWARD FROM TODAY WOULD HAMILTON TECH YIELD MAXIMIZER ETF AND GRANITE REIT STILL BE OKAY TO BUY TODAY?