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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: My only energy holding is ENB, and I'm thinking of replacing it with something with greater growth prospects. Dividends are not too important. Are there any of the stocks listed you would suggest at this time? (Or any others??)
Read Answer Asked by Jim on August 09, 2023
Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.
Read Answer Asked by James on August 09, 2023
Q: I am looking for companies that can "see over a recession", and has pricing power to counter-act inflation. An example: a company that helps another company (which is directly impacted by the recession). ATS comes to (my) mind.
What companies come to your mind?
Related: Continuing my own research, I read the Key Ratios for ATS on the 5i site.
PE 45, a bit high for my liking
But concensus EPS for next 4 Qs totals $6.56
At today's stock price, that's a PE of 11.5; that sounds terrific
ROE and Revenue Growth stats look good.
I'd like your commentary on this...."analysis"; moreover, what do you see in the Key Ratios that a retail investor should take note of (ATS, and/or generally).
Many thanks.


Read Answer Asked by Dave on August 09, 2023
Q: WCN halted share buybacks, matched estimates on the quarter, 0.7% dividend and looking pricey at 33x. I've held it a long time and up nicely 60% in registered account . Would it be prudent to swap it out for GDI for better growth?
Thanks
Steve
Read Answer Asked by Steven on August 09, 2023
Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
Read Answer Asked by JOHN on August 08, 2023
Q: I have been very disappointed in BN, despite the ongoing critical acclaim for this stock. I am thinking it and reinvesting the proceeds in CPG and GSY which are doing much better. Please share your thoughts. Thanks!
Read Answer Asked by Jim on August 08, 2023
Q: These 9 companies are the holdings in a growth oriented Canadian TFSA. The intent was for them to be long-term holds. However, NVEI, ILLM and LSPD are all down over 50% and some so rejigging is being considered.

Would you consider any of them to be a SELL?

Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.

Please rate (1-10) the remaining 7 for additional money today.

Thank you,

Peter.
Read Answer Asked by Peter on August 03, 2023
Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?
Read Answer Asked by Chris on August 02, 2023
Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR
Read Answer Asked by John on August 01, 2023
Q: I have owned PKI for 10 years and have done OK but now am building a case to sell. I see PKI as a company whose assets spans an oil refinery to M&M frozen foods with oil distribution and convenience stores in between. Now is facing significant capex to add EV charging stations and facing more competition in this area with the announcement that the major auto companies are to build out charging stations across Canada.

Please shot holes into my thesis. Am looking to replace with EIF, your thoughts on this company would be appreciated. Thanks. Derek
Read Answer Asked by Derek on August 01, 2023
Q: I am looking to raise some cash from my RRSP by selling 1 or 2 of the companies named. Please rank the companies from best candidate to sell to best to hold onto with a few supporting comments. Always appreciated. ram
Read Answer Asked by Ray on July 31, 2023
Q: Hello,

As a whole, I own too many positions and am looking to concentrate my portfolio. I own positions in both TFII and CJT that are in the same industrial transportation sector. I have a larger position in TFII, which has done well while my smaller position in CJT has slumped.

If you had to sell one of these, which would you choose? Or are they different enough to keep both? What do you think of CJT, down about 30% in the past year?

Thanks,
Read Answer Asked by Doris on July 30, 2023
Q: In an earlier question asking whether it would be wise to buy atz now, you said you would hold if you owned it or wait till the dust settles, if you don’t. I have been thinking about taking a tax loss on it. The idea was to buy it in my rif, wait one month and then sell it in my non registered account. A lot can happen in a month, though, and i hesitate, wondering whether i should buy a place holder. I am a bit leery of Canada Goose, though. Perhaps i don’t even have to be in that sector for a place holder. Wondering about your thoughts on this?
Thanks as always
Read Answer Asked by joseph on July 27, 2023
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