Investment Q&A

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

Q: In the current economic conditions, do you feel Finning provides a good exposure to the industrial sector? Thanks for your valuable opinion.

Q: BEP is down 22% YTD what is going on with this stock...Buy Sell or Hold? i am thinking of selling it and buying more of the parent company BAM or do you have any other suggestions

Q: Hello,

We are light on consumer cyclical and basic material
Would you be comfortable buying CCL.A and NTR for long term hold and income? Or is there a better combo that you would suggest?
Thank you

Q: Do you think CIGI or BAM could be affected by the Evergrande debacle?

Q: Other than cyclicality, do you know of any good reasons not to add to my Stelco holdings in the $30's for the dividend portion of my portfolio?

Q: My portfolio analysis suggests I am underweight in Basic Materials, Consumer Cyclicals, Utilities and Healthcare. I have USD to invest as I am also underweight in the US. Could you give me your 2 best suggestions for overall return (not high-risk) in each of these sectors individually as well as a group. I would also like to know if there are Canadian companies more attractive than your US suggestions in the same sector. Thank you for your help over the years

Q: While I am 'stocked up' in my industrial sector (TFII, WSP, CN, EIF, ATA, J, TT), I have read that with the CP/KCS merger/buyout and the agreement's dilution of CP shares, the next few days might be a significant opportunity to pickup CP shares. If the share price does drop, would you be a purchaser?

Many thanks for this excellent service.

Q: I think ADF group ( DRX on tsx) is quite undervalued. The problem is that there are no comparable public Canadian companies. I recall about 5 years ago so , there was a similar type of company that was taken private. Can-Am steele or something like that. Do any of you know what company I am referring to?

Q: Can you please rank the following four, and following four in terms of compelling buys at today’s price:

1. GOOS, DOO, RH, ATZ
2. LMT, CAE, TT, J

Thank you

Q: I think we see the method to the shorting operation Spruce Point’s madness - taking down Canadian-based but dual-listed tech firms. First Lightspeed and now Nuvei. They seem to have developed an incredibly successful strategy. Since investors seem to suffer enormous losses on the day the short is announced, my question is this: do you see any potential further targets that one should be worried about? Constellation Software and Topicus are not dual listed, so I assume they are safe, as I believe Spruce Point is benefitting from American hedge funds piling on. Is this a fallacy? I am now worried about CGI and Descartes for example.

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Q: Over the past few months my portfolio portfolio performance has been really underperforming mainly due to short reports.

Yes, I had a 7% weighting in LSPD and a 6% in NVEI. So the drops as you can calculate has hampered performance.

If you look at the reminder of the balanced portfolio and the growth portfolio which of the holdings would you you think could be most vulnerable to another short attack?

Just to name a few:

BYD, DSG, KXS, GSY,TOI,DND,XBC,WELL??????

Any others?

Thanks


Sheldon

Q: If you were to buy one stock in Canada for about a five year investment horizon, disregarding any risk factors, but able to sleep at night which would you recommend? Not including Constellation Software and dividends don't matter either way thanks?

Q: 1. Lightspeed is an expensive stock...

2. Tesla is an expensive stock...

3. Many others these days are expensive stocks,,,

Question...

LSPD - What price do you think it is currently worth or should be worth good or bad? = ?? ( No BS price) $1.00-$1000

TSLA - What price do you think it is currently worth or should be worth good or bad? = ?? ( No BS price) $1-$1000 +

Bitcoin -What price do you think it is currently worth or should be worth good or bad? = ?? (No BS price) $.05 Cents -1,000,000,000,000,000

Im looking for your Rational, Non Vegas, Straight out of University-Educated, 5 years on the job- before being disillusioned by life, Real opinion...

Thanks!
Good job guys

Q: In view of recent correction I wish to add funds to my existing positions after tax loss selling is over.
Please rank in oder of preference
Long time investor

Q: Hi! I plan on doing something rash. Specifically, I plan on investing 95k (the entire amount of a self-directed pension plan which I can access in about 20 years), in WELL.

In terms of rashness, 0 being not rash at all (in fact quite level-headed) and 10 being extremely rash, and bordering on sublime folly, what would rate my proposed plan?

Q: Hi 5i team,

I recently opened an RESP DI account with Questrade for my 1 year old son. Could you please give me couple suggestion to invest on at current level? I am okay with either EFT or single stock and I have long term time horizon 10+ years.

Thanks,
Irene

Q: I would like to add to my consumer defensive. I currently have PBH and DOL at 3% each. I could add a new 3% position or add to the two above. What do you think for a 3-5 years term? If I was to add 1 company which would it be? Please give me two names if so, Looking for a balanced growth and security. Thanks for your good work.
Yves

Q: Can you comment on any short covering in your small cap recommendations?