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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: At current valuations what would be your top 3 picks, regardless of sector, amongst the available CDR's for a long term hold within the TFSA of a 26 year-old (top 4 picks if NVDA happens to be one of your top 3 choices). If you then also throw LMN, CSU, BA and ATD into the mix what would your ranking be (best to worst) along with your conviction/confidence level (10 = most confident, 0 = least confident) for each choice and a brief statement as to why. Many thanks.
Read Answer Asked by Bruce on April 08, 2024
Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK
Read Answer Asked by bob on April 08, 2024
Q: Over the last couple of months and as a result of comments made here I have started positions in the above five companies with funds allocated to higher growth potential/higher potential volatility etc.

Four of the five have done very well so thank you. In keeping with your philosophy of pulling the weeds and watering the flowers I have a couple of questions:

1) Would you sell ESTC at this point in time and realocate the funds to one of the four flowers or to a "new" high reward potential investment you would suggest?

2) The ESTC issue aside, would you be adding to any of these flowers at this point in time and in which order?

Thanks for guidance over these last number of years,

Terry
Read Answer Asked by Terry on April 08, 2024
Q: I am interested in buying Metro in a non-registered account with an investment horizon of 5 to 10 years. Dividends are not important. I am looking for capital appreciation in the stock price over that time.

Is Metro a good choice in the consumer staples space? And what would be a good entry point to buy it at? Thank you and have a great day.
Read Answer Asked by Cathy on April 08, 2024
Q: A number of these companies have done very well recently while others have not. Could you rate these as Buy/Hold/Sell and for those you consider a buy, could you provide what you feel is a good entry point.

Thank you
Tim
Read Answer Asked by Timothy on April 05, 2024
Q: Hi 5i!

Respecting these are in different sectors, if you could only buy one for growth for a 3-5 year hold which would it be? Why? (I’m ok with the risk associated with a high growth name as long as the fundamentals are compelling)

A million thanks!
Read Answer Asked by Josh on April 05, 2024
Q: Hi,

I know you likely have commented on this (or similar) before, but I can't find the references in the Q&A.

Recognizing you can't personalize your opinions, in general what maximum percentage of an equity portfolio do you think the average investor could hold in the Brookfield family of stocks (specifically BN, BAM, BEP and BIP) and the Constellation Software family (specifically CSU, LMN and TOI)?

For context this is for long-term total return and in an otherwise well-diversified portfolio of CDN, US and international stocks.

Many thanks for your insights.

Michael
Read Answer Asked by Michael on April 03, 2024
Q: If you were a gambling man, which Canadian companies (tsx or venture) would you bet get acquired sooner rather than later?
Read Answer Asked by Shweta on April 03, 2024
Q: Could you please recommend 3-4 Canadian names that you would buy now in each of the following sectors: Technology, Industrials, and Materials?
Read Answer Asked by Ahmed on April 02, 2024
Q: Hi Team,
I am debating initiating a position in CTS (Converge). How much confidence do you have in the name? Do you see them being extremely successful in a 10yr time frame? If so; I need to raise funds to buy the name hence trim one or a combination of names. Which of the following would you suggest trimming (or combination of) in order to buy CTS: Well, ATS, TTD,META, CRM. I would only be interested in trimming names in which you think CTS has more potential for SP appreciation. Thanks!

Shane
Read Answer Asked by Shane on April 02, 2024
Q: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 02, 2024
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