Investment Q&A

Q: Could you name 3-4 top picks in Canada or US for consumer defensive, basic materials, industrial, and utilities that would have a good outlook for the next 5-10+ years?

Q: Retired, dividend-income investor. I own the following Cons Staples = NWC, PBH, PLC, as well as I am building a Cons Discretionary position in Leon's.

I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.

Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.

Thanks for your help...much appreciated...Steve

Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.

Q: Stelco shares seem too underpriced to be true? Rebuilt/modernized production line, no Cdn competition,, product demand and pricing at attractive levels ( albeit cyclical ), no debt, and p/e = 3 for 2021 , yet it trades at 1/3 Nucor level. What is holding back Stelco ' s share price?

Q: What would be your top three sectors to invest in today and give two Canadian stocks that you would buy in each sector. Thanks

Q: If there is a US inflation, the erosion of the value of money , pick up just around the corner,can you please give us your top 10 inflationary stock picks?

Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks

Q: I have approx 12% of my portfolio in BEP,un & BEPC of those two the $ representation is 50% of the 12%
I also own WSP BIP.un & ROK
I am considering adding NUE & MLM ..... would you change any of the above proportions before doing so?
I would like to bring up the infrastructure, industrial side of my holdings.
Any suggestions? Thank you..

Q: Is there any news on the AC takeover of Air Transat. I still have credits with Transat, but with Covid numbers going back up again, I'm holding off on any Travel.

thanks! Paul

Q: Hello Peter and co,

I am doing a bit of overdue portfolio clean-up in a TFSA. (long time horizon) - considering selling these holdings and would like your thoughts:

GUD - loss of 28%, but it has moved up significantly the last few days. Keep, Sell now, or Wait (if it has further upside)?

FRII - 80% loss (ouch), but is up 65% since late Oct 2020. Keep, Sell now, or Wait?

FTG - 5% loss after years of holding, but is up 40% since late Oct 2020. Keep, Sell now, or Wait?

VSR - 40% loss, thought its prospects were compelling, but disappointed so far. Keep, Sell now, or Wait?

ENGH - 122% gain, but it has drifted lower since summer 2020. Keep, Sell now, or Wait?

Thanks again for your excellent service!

Q: Hi group lumber companies took it on the chin in 2 short days WEF went down 15% in the last 2 days as an example . Is the run over /(Time to cash in profits) or is this simply some folks taking profits. I know housing starts in the us are off but is the high price on lumber not the culprit here and also looking like lumber inventories remain low which should = higher prices for lumber going fwd. - your thoughts are always appreciated

Q: How does the valuation for LNR stack up against MG. With MG being bigger more liquid, and a global leader, is LNR worth looking at? I must be reading the valuation stats wrong as they seem to look very good and low seems ok.

Q: Who are the potential buyers for Weston bakery?

Q: After Yesterday's sell off do you still like MX. Agreed its volatile but in the growth part of a portfolio that already includes NTR does it bring more diversification? Would $42 be a good entry point?

Q: Any thoughts on the recent 13% Cascade price drop?

Q: Greetings.

Do you know if the 44 million new CP shares will be priced or will they just trade at market value, right from the get-go?

Thanks.

John

Q: CIA and RS have both been on my watch list. CIA has hit the price at which I was prepared to buy, but with such a drop in price over the last short while, I am just checking with you to see if there's something I've missed before I pull the trigger ?
Also, would RS, which hasn't come off like CIA, be a significantly preferred choice or some of both ? Any thoughts on entry price for RS ?
Thank you, as always.

Q: TOY reported recent QTR with quite good numbers and future quildance and considering DC issues are the past. Stock reacted well towards $41 and recently stepped back to $35 range.
Do you see any issues here considering management not meeting promises in the past, how do you rate TOY is this a good hold to reach its old glory price range in the 60 or its a dump, if so what will you replace with.

Q: Would you comment on the relative minvestmetn merit of our two large railways with or without a successful merger of CP with KC?

Q: The market doesn't seem to like the CP deal. Is the market right or is this a buying opportunity?

Thanks for your analysis.
Ian