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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: 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
Read Answer Asked by Vineet on December 10, 2020
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


Read Answer Asked by Cam on December 10, 2020
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?
Read Answer Asked by Curt on December 10, 2020
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.
Read Answer Asked by Tom on December 09, 2020
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!

Read Answer Asked by Nhung on December 07, 2020
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.
Read Answer Asked by BEN on December 07, 2020
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
Read Answer Asked by Terence on December 07, 2020
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
Read Answer Asked by alex on December 03, 2020
Q: Hi Peter and Team,

I am a newbie here and really impressed by how appreciative members have been to the service you guys provide.

I have very small positions in both AC and GIB.A, and would like to consolidate to one for a long term hold. Could you please rank the two and also provide brief explanation?

Thanks for your insight!
Read Answer Asked by Ching on December 02, 2020
Q: Good morning,

I believe 5i prefers Magna over Linamar, and you folks often go with favouring a bigger company over its competition. MG has a much larger market cap than LNR. Plse explain (if I am correct) why 5i prefers MG over LNR (management team, opportunities, contracts, balance sheet?). I wish to buy one of them for a long-term hold.
Read Answer Asked by Bob on December 02, 2020
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