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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: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?

I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.

Are there any other 2-3 long term compounders that you would consider good buys currently?

Thank you!
Read Answer Asked by Keith on January 20, 2025
Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter
Read Answer Asked by Peter on January 20, 2025
Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?
Read Answer Asked by Graeme on January 20, 2025
Q: Good Morning. I have US dollars that I want to invest for my recently born grandchildren so there is a 15-20 year timeframe. Please advise 5 ideas, US $ stocks or etfs, and rank in order from low risk to high. I will likely purchase a mix and compare how they perform over time. Thank you.
Read Answer Asked by Catherine on January 20, 2025
Q: I'm interested in investing in some U.S. companies by using CDR's. As the years go by it seems the list is getting longer. Based on current conditions and valuations which 8 CDR's have the greatest chance for capital appreciation in 2025? Please rank them from greatest potential to least potential.
Read Answer Asked by Les on January 20, 2025
Q: The market cap of this roll up company is 5.6 Billions and they have about 5 Billions in cash. They try to buy their first company Beacon roofing now. Do you think it is a good idea to buy a small position at the current price for the long term ? Thank you
Read Answer Asked by jean on January 18, 2025
Q: This stock has been on quite a run the last number of sessions. It looked like it was consolidating in the $21 range but up lately.

What would be a fair entry point and do you feel that it's priced to perfection already?

If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....
Read Answer Asked by Cathy on January 17, 2025
Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.
Read Answer Asked by Jacques on January 17, 2025
Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.
Read Answer Asked by Bryan on January 17, 2025
Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!
Read Answer Asked by Josh on January 17, 2025
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