Investment Q&A

Q: I own CAT anticipating a growth in sales in 2024 due to infrastructure spending in the US. I also own TIH as my industrial exposure in Canada. Does it make sense to hold both or are they too similar? If I decide to change TaiH to another industrial holding in Canada, what would be your preferred options to consider? I already own CP and TFII for my other industrial exposures.

Q: I am looking for cash-rich stocks with unusually low prices at the moment.

Could you recommend 5 Canadian and 5 US stocks

Thanks

Q: The above holdings are in my TFSA for long term growth. Looking to add another stock to the account. Can you share a few that would be good additions for long term growth. If adding to an existing names make makes sense; open to that as well as none of these are a full position.

Q: I bought GSY in $32 area in 2020 in my TFSA, have sold some since late last summer, still at about 8% of portfolio, was thinking of selling half what I have and replacing with NVEI. Partly due your one of your recent responses to a question, that NVEI likely to have greater growth potential over next 1-2 years, I bought and own GSY for it's growth potential but if NVEI could produce better results, trade makes sense. I have lots of financials, low in tech in portfolio, so also increases diversification, would you agree with this idea in general?

Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your

Q: Back in February 5i had responded to an MG vs TIH comparison request. I guess I was a bit surprised that you had favoured MG. I'm trying to understand MG's risks in the new EV world. How dependent is MG on the legacy companies for business? If they are quite dependent, are there not a lot of legacy costs (and therefore disruption risks) with these type of companies compared to the Teslas of the auto world who have built from the ground up on EV production? Maybe it's a case of MG having other avenues of growth in EV design and production that I'm not aware of.

Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?

Q: Hi, what would be your top 5 Canadian stocks today in each sector?
materials
energy
communications

thanks

Q: I have small positions in Chorus Aviation, North West Health Care, Lightspeed and Topicus; I'm down in all - and wondering how much patience is warranted - and considering Nuvei. Could you rate these in terms of possible upside and when one might expect this?

Thanks,

Q: Wondering what your crystal ball predicts regarding which of these 3 will provide the best return at year end, and after a two year period?

Q: Hi 5i
I would like to replace AEM in my LIF account with another basic material holding. My goal is growth. Both NTR and WFG are looking interesting now. Could you give your opinion of which would likely be the better play for a long term. With the pending slow down/recession would you switch now or wait?
Thanks

Q: Iam McGugan's G&M article on factor based investing mentioned quality based stocks. Can you name a few in Canada and the US and how would you filter for these types of stocks in a search?

Much thanks
Mark

Q: If one were to sell Magna but still wanted to stay in the industrial sector would you endorse moving into CPR at this time (allowing for giving up some dividend income)? CPR share price has gone pretty parabolic in the last 5 years or so relative to their long term history, do you think the valuation has gotten ahead of itself?

In spite of its smaller size I was interested in ATS but after the unexplained drop last week on higher volume I’m waiting for the other shoe to drop. I don’t mean to editorialize but I can’t count the number of times in recent years when unexplained drops suddenly become clear in the days and weeks that follow. It’s just a personal opinion but I really feel ethics aren’t what they once were, and whether it is an insider, a printer, or someone else “in the know”, it seems information gets leaked and unlike years ago there is now a variety of means (like social media) for that info to spread quickly and widely. End of rant.

Thanks!

Q: What is the #1 problem with this company?, poor management? supply chain?. It seems they get all kind of orders, make basic buses, electric buses, what they just cannot deliver the product. If the supply chain improved would it make much of a difference or are there to many other issues?
Thanks Again

Q: Nutrien struggling as of late...what is your opinion on this company and its future?

Q: NTR's SP has been hit hard of late. Is this just a usual market panic or there is substance behind this set back. I'm sitting on the sideline with some cash and is debating if I should add to my current position (still up almost 65%) or add to my DIR.UN position (currently at an 8% loss).

NTR currently yields about 3% and DIR.UN about 5%. However I'm more interested in growth and less so than yield. Your advice? Thanks.

Q: I see that NTR is at a one year low. Should I sell now and preserve the 22% gain I have in my RRSP?

Q: what is going on?

Q: Are there reasonable tax-loss proxies for CTS and TIXT that can be suggested? Thank you!

Q: If you received a relatively large sum of money, $50,000.00, from the sale of Shaw shares, where would you be inclined to invest it?

Thank you.

Q: Good morning, this is a question re the outrageously high prices Convient Stores like Circle K charge on almost everything in their store. How long can Alimention Couche Tarde keep calling themselves a Consumer Staple when they charge roughly three-hundred percent more for example a Chocolate bar compared to places like Dollarama for exactly the same thing? Or how long will or can people be willing to pay these prices, thanks?