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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: There was a recent very good Q&A asked by Dan that I can no longer find. He had requested a list of (7) quality companies in the $5B market cap range. I recall WELL, GSY and TVK as part of that group....can't remember the others.

I was hoping that you could find that list and rank them by:

- current valuation

- management quality (if known)

- growth potential

- balance sheet quality
Read Answer Asked by James on November 29, 2024
Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?

2) Can you pick 6 stocks that you think should do well for the next 5 years?
Read Answer Asked by Graeme on November 25, 2024
Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks
Read Answer Asked by Ben on November 20, 2024
Q: It was so nice to see Peter on Marketcall today. It’s been long overdue :)
His top picks included three US listed equities… If he had to pick three CAD Listed equities as his top picks on BNN, What would they be?
Read Answer Asked by Tina on November 20, 2024
Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve
Read Answer Asked by Stephen on November 19, 2024
Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim
Read Answer Asked by Timothy on November 12, 2024
Q: Hello team,

I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?
Read Answer Asked by James on November 08, 2024
Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank
Read Answer Asked by Frank on November 08, 2024
Q: My overall Industrial weighting is fairly bang on with SIS, TFI, WSP, and a US industrial ETF.

I have been looking at TVK. Would it make sense to trim WSP at 4.59% of total portfolio down and add TVK?

WSP has been a great and I assume safer, but I can see trimming it down to 3% and adding TVK?

Thanks again.
Read Answer Asked by Colin on November 08, 2024
Q: Hi,

Currently managing my parents investments. Apparently they have gotten wind of Bitcoin. They have asked me to take a flyer on some. That being said, if one were to buy it, would you prefer Galaxy?

Secondly, for a retired person's investment strategy, who would like a little tourque in their account, what 3 names would you suggest from either the gorwth or balance portfolio, to add to their account. Note, currently they have the majority of their investments in income related securitiies.

Thx.
Read Answer Asked by Kelly on October 31, 2024
Q: Hi,

How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.

Thank you!
Read Answer Asked by Keith on October 25, 2024
Q: Hi team,

What are you favorite mid cap compounders in the Canadian market right now and why?

Thanks
Read Answer Asked by Keith on October 23, 2024
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