Q: Wcn has been weak this year.Any thoughts on this name?
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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.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.84)
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Dollarama Inc. (DOL $192.98)
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WSP Global Inc. (WSP $270.20)
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Descartes Systems Group Inc. (The) (DSG $112.81)
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FirstService Corporation (FSV $220.26)
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TFI International Inc. (TFII $153.99)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.52)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.26)
Q: Good morning, These stocks have shown strong returns over the past 5 and 10 years. In your opinion, and looking ahead at the next 3-5+ years, which order might you choose to buy today? Please also indicate if any of these might still be a 'hold' for now.
Thank you for the service!
Thank you for the service!
Q: Good morning, I own a half share of WSP and sm thinking to either add another quarter share, or to initiate a quarter share in STN (new position). Given their overlap and current valuations, and looking ahead to five plus years, which one would you think makes the most sense in your opinion?
Thank you.
Thank you.
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $22.99)
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Savaria Corporation (SIS $25.22)
Q: I have noticed in recent questions that you have been ranking Savaria and tcl lower than you have in the past. I am curious as to why the change? Awhile ago you had very high hopes for these two. To a layman, the reasons still seem valid: an aging population and new vision for packaging. Please don’t see this comment as a criticism. I realise that things change. I also have esteem and a high level of confidence in 5i. I am just curious about the elements that brought about this change.
Q: Are there any theories related to the VIX at a very low level?
Thanks
Thanks
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WSP Global Inc. (WSP $270.20)
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Stantec Inc. (STN $140.15)
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Aecon Group Inc. (ARE $34.35)
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AtkinsRéalis Group Inc. (ATRL $95.91)
Q: The Alberta Premier is talking about getting a private company(s)
to build a pipeline to link the resources of Alberta to BC Province
I have all the pipelines in my portfolio
in terms of construction, would WSP, Stn and any other companies benefit from
this Big Project? just like linking the West to the East pipeline which could happen
to benefit all Canadians
good luck to the projects
thanks
Michael
to build a pipeline to link the resources of Alberta to BC Province
I have all the pipelines in my portfolio
in terms of construction, would WSP, Stn and any other companies benefit from
this Big Project? just like linking the West to the East pipeline which could happen
to benefit all Canadians
good luck to the projects
thanks
Michael
Q: How would the acquisition of GETGO CAFE+ MARKET affect ATD earning ? Thanks a million.
Q: Feel free to answer following the conference call.
Would you initiate a position here, I am light in this sector.
Of course this stock has been quite stagnant for sometime. Is it getting harder for acquisitions? Is it also hunting for a big one that would move the needle, ie 7/11.
Thank you for this amazing service.
Would you initiate a position here, I am light in this sector.
Of course this stock has been quite stagnant for sometime. Is it getting harder for acquisitions? Is it also hunting for a big one that would move the needle, ie 7/11.
Thank you for this amazing service.
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Toronto-Dominion Bank (The) (TD $130.56)
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Sun Life Financial Inc. (SLF $86.32)
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TELUS Corporation (T $18.81)
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Fortis Inc. (FTS $72.09)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $62.30)
Q: Hi, can you rank these stocks for best to worst expected total return over the next 3 years in a non-registered account. Also, rank them for the lowest to highest risk.
Thanks for the great service!
Thanks for the great service!
Q: Hi Team,
I am thinking of investing 2-3% of my portfolio in SIS or GIB.A. Which one do you think will perform better in the next 5-10 years?
Thanks
I am thinking of investing 2-3% of my portfolio in SIS or GIB.A. Which one do you think will perform better in the next 5-10 years?
Thanks
Q: Hi Peter &Staff
Switched from PBH to PRMB months ago (thank you) and have done well .PRMB falling daily and analysts have high targets for PBH due to expansion- time to switch back or not)
Thanks for all you
Dennis
Switched from PBH to PRMB months ago (thank you) and have done well .PRMB falling daily and analysts have high targets for PBH due to expansion- time to switch back or not)
Thanks for all you
Dennis
Q: Thoughts please on the quarter? Thx
Q: Good Morning. Have looking for an entry into TFII. Based on what I have seen analyst are forecasting good earning growth over the next three years and with a current PE below 19, the future prospects seem good. I guess the overhang of a possible recession would put a damper on everything. Any perspective to help me assess risk reward into TFII would be appreciated. 3-5 years time horizon.
Thank you,
Frank
Thank you,
Frank
Q: I am helping my grandson to start his portfolio, can you suggest about two stocks in each of the 10 categories to get him started.
Thank you for all your help.
Dorothy
Thank you for all your help.
Dorothy
Q: I’ve held BIP-UN for a long time in my TFSA and RIF accounts and done well with the stock with growth plus a nice dividend. Lately the stock seems to be stuck in the $45.00 range. Looking to divest half position and replace with ALA/KEY or going to more of a growth stock like DFY. Another possibility it to buy more of BN. I currently have half position in both BN and BAM.
If you have any other suggestion I’ll consider that too.
Thanks for all the past help to create a nice balanced account.
If you have any other suggestion I’ll consider that too.
Thanks for all the past help to create a nice balanced account.
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Linamar Corporation (LNR $89.24)
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Martinrea International Inc. (MRE $10.34)
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Magna International Inc. (MG $73.62)
Q: What is your current view of the big three Canadian auto parts manufacturers. Are they buyable? Are you discounting tariff concerns yet? Which would be your pick?
thanks, Hugh
thanks, Hugh
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NexGen Energy Ltd. (NXE $17.28)
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Cameco Corporation (CCO $167.87)
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Constellation Energy Corporation (CEG $287.35)
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VanEck Uranium Nuclear Energy ETF (NLR $152.92)
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Centrus Energy Corp. Class A (LEU $302.37)
Q: Looking to invest in nuclear energy, many companies I like are are private and not listed publicly, can you suggest a few that are good options.
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Apple Inc. (AAPL $248.35)
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Amazon.com Inc. (AMZN $234.34)
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Alphabet Inc. (GOOG $330.84)
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Intuitive Surgical Inc. (ISRG $525.81)
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NVIDIA Corporation (NVDA $184.84)
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Booking Holdings Inc. (BKNG $5,150.90)
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Salesforce Inc. (CRM $228.09)
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Welltower Inc. (WELL $181.96)
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JPMorgan Chase & Co. (JPM $303.63)
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Visa Inc. (V $326.36)
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Enbridge Inc. (ENB $65.46)
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Constellation Software Inc. (CSU $2,713.02)
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Dollarama Inc. (DOL $192.98)
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WSP Global Inc. (WSP $270.20)
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Celestica Inc. (CLS $400.29)
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Thomson Reuters Corporation (TRI $168.06)
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Alimentation Couche-Tard Inc. (ATD $77.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.69)
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Axon Enterprise Inc. (AXON $607.29)
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Toronto Dominion Bank (The) (TD $94.71)
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CrowdStrike Holdings Inc. (CRWD $453.77)
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Vertiv Holdings LLC Class A (VRT $181.12)
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RTX Corporation (RTX $196.34)
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Cellebrite DI Ltd. (CLBT $15.82)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.26)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.18)
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Lumine Group Inc. (LMN $24.24)
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TransMedics Group Inc. (TMDX $138.09)
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Costco CDR (CAD Hedged) (COST $43.92)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
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Costco Wholesale Corporation (COST $976.17)
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Progressive Corporation (The) (PGR $206.92)
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United Rentals Inc. (URI $956.01)
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Walmart Inc. (WMT $117.83)
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Caseys General Stores Inc. (CASY $618.81)
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Axon Enterprise Inc. (AXON $607.29)
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Arthur J. Gallagher & Co. (AJG $250.38)
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Comfort Systems USA Inc. (FIX $1,131.70)
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Brown & Brown Inc. (BRO $78.62)
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Robinhood Markets Inc. (HOOD $106.25)
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Skyward Specialty Insurance Group Inc. (SKWD $44.50)
Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
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Alphabet Inc. (GOOG $330.84)
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Intuitive Surgical Inc. (ISRG $525.81)
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NVIDIA Corporation (NVDA $184.84)
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Booking Holdings Inc. (BKNG $5,150.90)
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Salesforce Inc. (CRM $228.09)
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Axon Enterprise Inc. (AXON $607.29)
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RTX Corporation (RTX $196.34)
Q: Role play. You're you giving yourself advice:
Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?
Everything is long term hold.
Thanks
H
Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?
Everything is long term hold.
Thanks
H