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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: Hi,

I sold ATA and BYD for tax reasons as I was down on both. My original plan was to buy them back but we are now 30 days later and I'm hesitating as they are even lower. At this point, would you buy them back or look to other (better) opportunities. Would you be able to suggest same sector alternatives if I should look elsewhere?
Thanks
Read Answer Asked by Marco on June 21, 2022
Q: Are the fundamentals intacts for these companies or are they more affected by the market correction due to: inflation, supply chain, interest rate, techno bust, pandemy, Ukraine,....etc?
Read Answer Asked by Jean on June 15, 2022
Q: Hi there, I am a big fan of your Balanced Equity Portfolio. I like the more growth oriented names in it and was wondering if you were to swap out the less growth names for names that have a little more risk but for higher return, which would you swap and for what names? Thanks!
Read Answer Asked by Michael on May 20, 2022
Q: Good day team,

I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.
Read Answer Asked by Seamus on May 13, 2022
Q: Good morning, Today, what stocks are catching your interest given their current prices? for both higher and lower risk investors. Does DND make that list?
Thanks for your services?
Read Answer Asked by kevin on May 10, 2022
Q: 1. Can you please provide your analysis of these 2 companies.

2 I presently have a 2% position in ATA, and am considering adding. It has dropped from its high of $50+ to the mid $30s. What are the chances for a good bounce back?

3. in an answer last year, it seemed you were quite lukewarm about SNC. It seems to have held up better in the current down draft. What are its current prospects and do you see it more favourably in its current circumstances?

4. I also have a near 3.5% position in WSP. If it were you, would you add to ATA or WSP, or initiate a position in SNC?

Thank you for your excellent service.
Read Answer Asked by Leonard on May 05, 2022
Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon
Read Answer Asked by Chris on April 29, 2022
Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,
Read Answer Asked by Harpinder on April 14, 2022
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
Read Answer Asked by Marco on April 05, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Bren on March 31, 2022
Q: AC is about 1.5% of my Portfolio and CAE is less than 1%. I have been reviewing and consolidating in my Portfolio of stocks/ETF and would appreciate your opinion regarding action to take with these two stocks. Is there more potential with CAE and would it be more profitable to move AC stock funds in to CAE? My other industrial stock is WSP and with Portfolio Analytics I am 2.5% above the suggested allocation for Industrials.I am willing to maintain this weighing in Industrials ; however, I would be interested in hearing suggestion of alternative stock choices (regardless of sector) at this time? Thank you for your assistance.
Read Answer Asked by Elizabeth on March 28, 2022
Q: I purchased TFI INTERNATIONAL and ATS AUTOMATION TOOLING in October 2021.

My returns until today are as follows:

TFI INTERNATIONAL is down 4%
ATS AUTOMATION TOOLING is down 14%

Each of the above holdings are only 3% of my Portfolio and therefore I am able to add. Right now, more than 20% of my Portfolio is in cash.

Which of the above would you recommend that I add to based on today's price, and your reasons.

Read Answer Asked by ALNOOR on March 25, 2022
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.

Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.

Are there any on the list above that you would consider selling and the reasons why.

Thank You.
Read Answer Asked by ALNOOR on March 18, 2022
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
Read Answer Asked by umedali on March 18, 2022
Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Read Answer Asked by Alexander on March 15, 2022