Q: Does the earnings release today from Canadian Tire cause concern with the stock falling almost 5 percent? Is the stock a hold or buy at these levels? If actually a sell, what other opportunities in consumer discretionary should be considered to replace this holding?
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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: AC looks to be breaking down. What is your opinion?
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Interfor Corporation (IFP $7.15)
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Acadian Timber Corp. (ADN $14.50)
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West Fraser Timber Co. Ltd. (WFG $81.82)
Q: Thoughts on Interfor Q2 results and is it more of a buy now or wait and see?
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Aritzia Inc. Subordinate Voting Shares (ATZ $101.74)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: Value shopper here with interest of buying and forgetting about stocks on sale with solid future potential. Are these 3 of the best for this strategy. Would you add ECN to the pile and are there others???
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $101.74)
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Converge Technology Solutions Corp. (CTS $5.99)
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Magna International Inc. (MGA $45.65)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Argh!! Not a good day on the quarterly earnings front for some of these names in my portfolio. After recent developments, would you still consider these names still a add/hold/sell?
I know hindsight is 20/20 but sometimes I wonder why I didn't put more of my capital into a stock like Constellation, which is just best in class and steady, rather than into these other names. I currently have a large position in CSU and others which largely offset these losses, but waking up to these drops of 20-30% are getting really irritating, but I understand this is the how it is. No pain, no gain! Thank you!
I know hindsight is 20/20 but sometimes I wonder why I didn't put more of my capital into a stock like Constellation, which is just best in class and steady, rather than into these other names. I currently have a large position in CSU and others which largely offset these losses, but waking up to these drops of 20-30% are getting really irritating, but I understand this is the how it is. No pain, no gain! Thank you!
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WSP Global Inc. (WSP $240.72)
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Tricon Residential Inc. (TCN $15.34)
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DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $17.71)
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Converge Technology Solutions Corp. (CTS $5.99)
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Nuvei Corporation (NVEI)
Q: I imagine these will be answered by the time you get to this question, but if not could you comment on earnings for the above companies??? Thanks!
Q: Your thoughts please on the quarters of these ?
Thx
Thx
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Enbridge Inc. (ENB $68.13)
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ARC Resources Ltd. (ARX $25.07)
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Tourmaline Oil Corp. (TOU $61.24)
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MEG Energy Corp. (MEG $30.89)
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Surge Energy Inc. (SGY $7.64)
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Trican Well Service Ltd. (TCW $5.78)
Q: My only energy holding is ENB, and I'm thinking of replacing it with something with greater growth prospects. Dividends are not too important. Are there any of the stocks listed you would suggest at this time? (Or any others??)
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Johnson & Johnson (JNJ $203.07)
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Bank of Nova Scotia (The) (BNS $93.59)
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Bank of Montreal (BMO $169.13)
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BCE Inc. (BCE $32.37)
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Enbridge Inc. (ENB $68.13)
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Manulife Financial Corporation (MFC $47.80)
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Canadian Imperial Bank Of Commerce (CM $117.01)
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TC Energy Corporation (TRP $76.50)
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Intact Financial Corporation (IFC $281.00)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $165.85)
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Granite Real Estate Investment Trust (GRT.UN $75.00)
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goeasy Ltd. (GSY $117.80)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.47)
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Exchange Income Corporation (EIF $76.99)
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iShares Expanded Tech Sector ETF (IGM $122.31)
Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.
Q: I am looking for companies that can "see over a recession", and has pricing power to counter-act inflation. An example: a company that helps another company (which is directly impacted by the recession). ATS comes to (my) mind.
What companies come to your mind?
Related: Continuing my own research, I read the Key Ratios for ATS on the 5i site.
PE 45, a bit high for my liking
But concensus EPS for next 4 Qs totals $6.56
At today's stock price, that's a PE of 11.5; that sounds terrific
ROE and Revenue Growth stats look good.
I'd like your commentary on this...."analysis"; moreover, what do you see in the Key Ratios that a retail investor should take note of (ATS, and/or generally).
Many thanks.
What companies come to your mind?
Related: Continuing my own research, I read the Key Ratios for ATS on the 5i site.
PE 45, a bit high for my liking
But concensus EPS for next 4 Qs totals $6.56
At today's stock price, that's a PE of 11.5; that sounds terrific
ROE and Revenue Growth stats look good.
I'd like your commentary on this...."analysis"; moreover, what do you see in the Key Ratios that a retail investor should take note of (ATS, and/or generally).
Many thanks.
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.00)
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Waste Connections Inc. (WCN $244.86)
Q: WCN halted share buybacks, matched estimates on the quarter, 0.7% dividend and looking pricey at 33x. I've held it a long time and up nicely 60% in registered account . Would it be prudent to swap it out for GDI for better growth?
Thanks
Steve
Thanks
Steve
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Apple Inc. (AAPL $266.25)
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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Constellation Software Inc. (CSU $3,220.99)
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Algonquin Power & Utilities Corp. (AQN $8.36)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.47)
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Fortis Inc. (FTS $51.47)
Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
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Veren Inc. (VRN $9.14)
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goeasy Ltd. (GSY $117.80)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.60)
Q: I have been very disappointed in BN, despite the ongoing critical acclaim for this stock. I am thinking it and reinvesting the proceeds in CPG and GSY which are doing much better. Please share your thoughts. Thanks!
Q: Can you please give a detailed outlook for Cascades(CAS) and Superior Plus (SPB) after their earnings reports? Are they buys, sells or holds at this point? Thank you.
Q: Good afternoon,
Could you please pass on your opinion on WCN after their latest earnings-do you deem a long term hold, despite it's choppy trading?
Thank you
Could you please pass on your opinion on WCN after their latest earnings-do you deem a long term hold, despite it's choppy trading?
Thank you
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Dollarama Inc. (DOL $198.34)
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FirstService Corporation (FSV $214.03)
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goeasy Ltd. (GSY $117.80)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.00)
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TerraVest Industries Inc. (TVK $117.18)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $158.91)
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Aritzia Inc. Subordinate Voting Shares (ATZ $101.74)
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WELL Health Technologies Corp. (WELL $3.83)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.19)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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illumin Holdings Inc. (ILLM $1.00)
Q: These 9 companies are the holdings in a growth oriented Canadian TFSA. The intent was for them to be long-term holds. However, NVEI, ILLM and LSPD are all down over 50% and some so rejigging is being considered.
Would you consider any of them to be a SELL?
Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.
Please rate (1-10) the remaining 7 for additional money today.
Thank you,
Peter.
Would you consider any of them to be a SELL?
Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.
Please rate (1-10) the remaining 7 for additional money today.
Thank you,
Peter.
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Colliers International Group Inc. Subordinate Voting Shares (CIGI $192.31)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
Q: Your expert opinion on earnings please and of course your analysis of the outlook. Thank you, Sheldon
Q: Please comment on the earning . Is SHOP growth slowing ? Thanks a lot.
Q: On May 25, 2023 you suggested increasing the weighting of NBLY-T to 2.5%. I did not have the funds to do it at that time but I do now. Would you suggest I do it now or do you have another suggestion for the funds?
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Aritzia Inc. Subordinate Voting Shares (ATZ $101.74)
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ECN Capital Corp. (ECN $3.06)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $128.25)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?