Investment Q&A

Q: Hi 5i,
I've held a stake in KEY in my RRIF since the 2020 meltdown, which is now up considerably. I'd always told myself I would divest 1/3 of it if it reached $40, and it looks like that may happen pretty much anytime. What would be your top 3 non O&G, non-utility suggestions to replace that 1/3 of KEY (which currently yields 9.48% based on my cost base). Primarily I'm looking for income, but some growth is always nice too. Aside from the exceptions noted above, sector allocation isn't a concern for me.
Or would you suggest that based on KEY's fundamentals and the healthy yield I enjoy I should set my target higher - perhaps $45.00 - and wait a while longer before divesting a portion?
Thanks for your input,
Peter

Q: Would you please give your evaluation of these 2 stocks and which would you recommend for a 3 to 5 year hold in a tfsa? Thanx.

Q: Why did ATD stock prices drop dramatically twice in past year: 1)Feb 23, 2024 from $82.55 down to April 4 2024 at $74.18, and then again 2) July 31, 2024 at $85.11 to Aug 7 2024 at $78.39, please?

Q: I own Nutrien.
Q1 = When is BHP's Jansen potash mine scheduled to come on line? I read late 2026....does that match your sources?
Q2 = More importantly, when will the Jansen mine start-up be expected to impact world supply-demand stock pricing?
Thanks...Steve

Q: I was on the verge of selling CAE until seeing that it had taken a recent jump in price in the last couple of days.

Could this mean the company's promise is finally coming to some fruition?

Would you recommend continuing with selling it as part of a portfolio clean-up or waiting and seeing if there is renewed hope on the horizon for this company?

Thanks as always.

Q: TD Web Broker shows Nutrien as trading below book value. The technical chart doesn't look very encouraging, but I see a couple of insiders have bought recently.

With a little investigation there seem to be a couple of hundred Canadian stocks trading at or below book value. Most of them don't look to be neatly as big or as strong financially as Nutrien. Do you see any gems I might have overlooked?

Q: With the looming rail strike in Canada, do you expect a large impact to TFII this quarter given its use of rails for part of it's network? Or do you think the effect is baked in and/or it's only a negligible impact?

Q: Which company would you suggest might do better in the industrial sector for a three year hold? TRI or HPS?

Q: Can you comment on the balance sheet strength (or lack of) and outlook of these 2 companies and whether you would be a buyer or seller of the securities. Thanks!!

Q: My daughter is in mid-career and does not have the time to monitor individual stocks in her portfolio. She already has a mostly ETF portfolio but is wondering what to do with the remaining individual Canadian stocks. TFII, FTS, CM, LMN and TOI amount to16% of her portfolio, are all solidly in the green, but MG, AQN, BEP.un, LSPD and QST are all significantly in the red and amount to only 1.5% of her portfolio. Would you ride the first group which is doing well and just jettison the second group and fold the funds into a Canadian stock ETF? Thanks as always for your advice.

Q: I have held Linamar shares for a number of years but am becoming somewhat frustrated by their performance. Shares trade at about the same price that they traded at in Oct 2020. Apparently investors just do not seem interested in the company. The recent quarter results seemed reasonable but the shares immediately went down $3. So, in today's market what would be your rationale for continuing to hold the shares, or is it time to sell and move elsewhere?

Q: Why is this company dropping?
Is it a buy, hold, or sell?

Thank you

Q: I want to buy some nividia stock. It would be purchased with Canadian funds and some would be in a registered account and some woulld be in a non registered account. My holding time would two to three years and possibly longer. Is it better to buy NVDA-Q or NVDA-NE?
Thank you for your assistance in this matter. Ian

Q: I would like to do some tax loss selling and was wondering if you might be able to rank RBLX, SQ, TOY, GH, OVV, and COW in order from those with the least potential to recover over the next year, to the most potential. I appreciated your help last year on the same topic. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.

Q: While I have enjoyed a nice return with LAS.a, my question is what’s the rational for keeping this a public company. The volume is nonexistent and they don’t seem to need the market to access capital. I’m not holding with the assumption that it goes private but it would obviously be a nice payday.

Q: The auto industry backdrop and Linamar. I can understand that the EV scene is mixed, perhaps at best; there are re-charging issues as well as some fire risk associated with Lithium, and that Chinese subsidized imports are a potential problem, but my reading was that our industries here, MG, LNR, and MRE, were largely agnostic to the potential EV problems. In addition my most recent related reading was that Linamar has diversified at least in part into agricultural machinery, which would be an addition to their initial skyjack venture, and that while the US Fed had postponed rate reductions the US economy continues to bubble along, albeit at a slightly lower rate than hoped, but is OK. So what have I missed? Is Lithium a bust? How serious are the range/ recharging/ fire issues? A PE of 5 or 6 is for the birds.

Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Q: Can you please comment on their earnings release and would you recommend purchase of the shares at these levels? Thanks

Q: They are going down continuously , do you see any redemption or is just better to move on and take the losses. thanks, Jean

Q: Hello Peter,
Can you comment on Vitahub's results? Why is Algonquin down so much as it was expected the company would sells its renewable business? Given lumine group results, is it better to move monies into topicus or csu? Lastly does it matter if company reports before the market or after the market?