Investment Q&A

Q: Hi Team!

I have been picking away at Cargojet and Real Matters today and over the last few weeks. What would be a reasonable purchase price range going forward for these 2 stocks?

Based on some recent Q&A over the last month(s), you still seem to have a good opinion of them going into 2021 and beyond, once we get thru some potential tax loss selling.
Wrt CJ, e-commerce will potentially only strengthen post covid as people will have gotten used to purchasing online and thus deliverables is a necessity. In one answer you indicated CJ could/should increase EPS by 5x next year, thus my keen interest!
I have also owned DSG for years as a complimentary e-commerce play.

Wrt REAL, while their last quarter results may have disappointed a few, I'd prefer to take a longer term view out to 2022-2025. They have some interesting projects that should come to fruition by then and will likely have increased their market penetration as well. I also appreciate that they have been buying back shares the last several weeks as the stock drifted lower. Gives us a little bit more confidence that the recent quarter may have been a one time blip.

Cheers,
SteveMc

Q: My online account with iTrade when I prepare to place an order their analyzing team when I checked out PLTR and U are rated by Thomson Reuter as negative by CFRA as a strong sell and R.T. Research as a sell, myself I bought both stocks because I have noticed in the past some of their sells were some of the better performers out there. Is this the case with all these online online brokerage accounts?
MOGO and MGRO are on fire but I haven't looked at iTrade's analyzing team. It is late in the day. It probably will be negative with them. So I ask the #1 analyzing team in the country 5i Research this question and opinion of the two I have not checked yet.

Q: Can you please provide some recommendations on travel related stocks listed in Canada or the US. Am looking to hold for 3 to 5 years.

Thank you

Q: There was an article in the G&M yesterday from BMO Capital markets and Brian Belski about 2021 and their sectors to follow. It said Consumer discretionary, financials and industrials represent BMO’s overweight sectors.

Wondering if you could recommend your 2 top names for each sector mentioned above?

Thx

Cam

Q: What are your favourite large Canadian equities for growth with some income in the coming year in the Industrial and the Consumer Discretionary sectors? What ETFs would you recommend in these two sectors?

Q: Hello team, do you think Linamar still has legs? I've recovered the loss and am in the green. Also have MG as a forever stock. Ofload lnr now or are forward looking metrics looking good for continued hold?

Q: This morning I saw an analyst downgrade on ADN. Considering the huge bull run in lumber price, i am a bit skeptical of this call. I understand that the dividend is currently not covered, since they shut down capacity to save on cost during Covid crash. But still, being a cyclical stock, this is part of the game. What would be your take?

Q: Is MX a buy at today's prices or wait for tax loss selling to set in. I took a early tax loss and 40 days is up, missed the last 30 day run lol. Would like to add back at some point but can wait into 2021 or late 2020 for some tax loss pressure.

Q: Hi, INK shows a flurry of insider activity reported for CEO Gerry Glynn on Nov 27. Trade price reported is $66.06. Could it be just an Estate Planning/Change of Direct or Indirect ownership event or there is more to read into it ? Thanks

Q: I should increase the industrial allocation in my rrif Presently I have SIS, WSP and XLI . I would appreciate your opinion regarding stocks or ETFS with some income generation and growth preferably in US or multinational ie MG. Is SIS a reasonable choice for a rrif.

Q: This is a headline from BNN Bloomberg. I think we have all seen arise in food prices. Who is benefitting and how to play those companies for the next year or more? Any suggestions?
Thanks

Q: RCH has come down lately after a good run since the summer. What are your thoughts on the company’s prospects going forward and do you think now is a good time to step in for a long-term hold.? Or, are there other more interesting cdn industrials? Thank you.

Q: You thoughts on a portfolio rotation from car parts' distributor to car parts manufacturers strategy for 3 years hold. Thinking for selling out of PRTS & AAP moving in to Magna or Linamar.
Do you think that car part's manufacturers will perform better than distributors?
Carparts had a sudden pop in last 6 months may be time for me to cash out but debating about selling out of AAP.
Magna has its presence in the EV trend, would you prefer Magna over Linamar? Why?

Thank you!

Q: Energy and Travel etc stocks likely to be sold out for Tax loss which are more likely
and good to pickup?

Q: Any specific reason for the big move up in this stock?

Q: Any current thoughts?

Q: Greetings:
In your Nov 27 update report on Boyd Group Services you show n/a
for the 5 year eps growth. Please explain? Also, in the last few days
a question was asked about the viability of a company. Your answer
was that it has a Bloomberg default risk rating of I think it was about 6.8?. Can any member of the team remember the name of the
company? I understand what this rating is, I just like to remember
the details in the questions and to satisfy my memory.
Thanks very much.
BEN.

Q: Hi group now that we can see recovery on the horizon (vaccine) what is your present top 4 sectors / along with your top 3 stocks in each of those sectors. I am attempting to prepare ahead of the economy recovering. Also 2 nd question is it time to dump some of my losing stocks like GUD, ENB, FTS and put the cash to better performing sectors/stocks. Thanks for your help on this

Q: Would it be worth doubling down on AFN. It's a 2% position and is worst performer in my margin account being down 46%. Still hanging on stubbornly.

Q: I am considering harvesting a current loss in QSR and reinvesting the proceeds in PBH. For a long term investor, which company do you think will offer the better overall return ( dividend plus assumed capital growth) over time and please explain why. Many thanks

al