Investment Q&A

Q: after the latest Q would you still hold it or move on to ATZ for better growth?

Q: Good morning,

Both BYD and TFII seem to be strong compounding industrial 'transportation' stocks that have stalled for awhile. I seem to recall that TFII is expecting a weak Q3/Q4 before beginning to ramp up again. I'd like to get into TFII but am not sure if it's worth waiting for a further drop in 2024.

Could you please give a quick comparison of the two stocks, including which one you think will grow more quickly in the near/long-term, including suggested entry prices?

Thank you!

Q: three of my favourite things are salt , fat and sugar . Im already invested in rogers sugar , which seems to just chug along with a dividend . What else could I invest in to cover salt and fat ? or even better sugar investments . Thanks

Q: I am considering selling Magna for the tax loss. Would you suggest buying it back in 30 days, or would you suggest an alternative in the consumer space. I already have a full position in ATD.

Q: Hi,

If you had an 80/20 split of funds in a cash account and a TFSA account, what securities would you put in a TFSA, based on the models current allocations? And would you move AW to a cash account after its merger in October.

Thx as always.

Q: Hi Peter, Ryan & Team,

Thanks for your recent report on SVI.

In a non-registered account, we own DIR.UN, but not SVI. Looking at the charts, I see that SVI is outperforming DIR.UN over all time periods. Would you endorse selling about half of DIR.UN and using the proceeds to buy SVI?

Alternatively, we own Telus in this account, which is at a loss. Would you endorse selling all of T (for tax loss purposes) and use the proceeds to buy SVI. In this scenario, we wouldn't sell any DIR.UN.

Which alternative would be preferred?

Your valuable advice is always appreciated.

Q: What do you think about these two at current prices for a new position?

Q: I would be interested in reading 5i's new "Free-AI-Report". Can't find it. Would you please send me a link? Many thanks.

Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you

Q: Good Day,

I redid my portfolio early this year based on much of your feedback. And of those picks, Every single one of them was up, most significantly so, at least once, since that time. Some have returned/fell below those buy levels.

1. DRX, HPS, LMN and VRT, seem to have consolidated up a healthy amount, do these appear to be new support levels from which they'll continue to grow? Still Aces in your books?

2. SMCI is furthest from this years high, what are the main barriers it would have to reaching that high again in the coming year? In your opinion is it likely to get there within 12-18months?

3. NXT, CELH, CDNS, DCBO, and ATS all went significantly up, and almost as precipitously down. They seem to languish. I doubled down (half to full) on CELH on the first big drop in April, which seemed worth it in May, but less so now. Do you have faith in these names still? Is their prospect for growth still the same as it was in February? Are there new names in this Growth profile (or what is was in February) that you are more confident in? With your suggestions here, please rank them with these names from highest to lowest prospects/confidence.

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

5. DIS. Been very up and down on this half position. Worth going to a full at this point, or would you want to see the ship righted a bit more before increasing? Would you sell a Disney holding?

AMZN, GOOG, NVDA, TVK, DRX, POWL, TCS and CROX all doing their thing for me :), suggestions other than these please.

Thanks for all you do! Please take however many credits you need.

Q: I did appreciate your answer for an equivalent question for US Cies lately...It seems difficult though to find canadian Cies that have long term potential, and financial strength as large US cies..Could you name 5 canadian Cies considered as a " must have" for long term and an entry point ? Regards

Q: Hello Peter,
Why is Descartes system down on an up day? Is there some negative news i am not aware of? Is it good time to step into AlamosGold and with lower rates coming, i would have thought BEP would have recovered somewhat. .i am down about 30 percent on it.. Much appreciated for your comments

Q: I am a long term investor who is very patient and has a high risk tolerance, but must pull a few weeds. Have held the above for a decent amount of time, but wonder about 5I's opinion on whether to hold for longer or pull. Thank you for all your help.

Q: Why did WSP price drop dramatically March 27, 2024 to June 3, 2024, and then bounce back up? Also does WSP incorporate AI into their engineering methodology?

Q: Fully agree with your comment on Downside Risk Exposure. So important to understand and track!!! The problem for me is finding a free fee site to get this data or info. Would calculate it myself but it is difficult to do. With that in mind, I track the changes in the 52 week high and low and also the % change, just as an indicator. But you know of a web site that is free of fees to track the downside risk exposure of stocks???.....Tom

Q: Can you comment on WSP recurring revenue and whether it has increased or decreased?

Thanks Walter

Q: Hi Peter, can you suggest 5 good companies one might put in a Tax Free Homeowner Saving account, what would one look for here. Thanks

Q: Hi Peter, with TD results out including penalty news and CNR hanging towards low end, do you think these are close to bottom yet or expect more correction in sept due to tax loss selling? Thanks

Q: Hi I am 40 years old. I currently pay into a pension and am scheduled to retire in 2040. I have mostly been growth focused throughout my entire portfolio and am wondering when I should begin to consider a more balanced style. Ie income vs growth. Just to limit any risks. Thanks for any advice

Please list your top 5 non-tech names in order? Us or Cnd

Please list your top 5 tech names in order? Us or Cnd


Timeframe is 5-10 years unless you feel it should be shorter based on my retirement time. Thanks and please deduct any credits accordingly

Nick

Q: Hello,

IMO the strike/lockout seems to be priced in and news about deadlines seem to be noise rather than anything substantive.

Given the potential impact of this on Canada business, in your opinion what are the critical incidents that would trigger a decline or spike - duration of either strike/lockout, back to work legislation. There really is no other viable alternative to rail so the country is over a barrel.

Thank you