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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: Which do you prefer BAM or TSU for growth? Or another, in the same sector?

Thanks for your service!
Read Answer Asked by Ozzie on January 11, 2024
Q: Peter,

As tax loss selling abates, what are your top five candidates for a bounce back in the new year?

Thanks for your great service,

David
Read Answer Asked by David on January 02, 2024
Q: Why does this company continue to struggle to maintain momentum? Today the Fed said no rate increases and potentially none for next year with the potential to reduce rates. Most stocks did well after this announcement, yet Trisura goes the opposite direction. How much more patience should we investors give Trisura?
Read Answer Asked by Christopher on December 14, 2023
Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.
Read Answer Asked by Chris on December 14, 2023
Q: Considering a switch from PLC and/or CTS to TVK, and one of SIS or NPI for TSU. What are your general thoughts on either move - higher risk, higher reward?

Thanks in advance. - Jeff
Read Answer Asked by Jeff on December 05, 2023
Q: Would appreciate a couple of options for holding some U. S. $$ in a taxable investment account for at least one year. I am more interested in capital appreciation than in current .income in these interesting times. Sector not an issue. Could be individual securities or ETFs. Thanks for your continuing support. Bill
Read Answer Asked by Bill on December 04, 2023
Q: Which point in the calendar is the best time to pick up next year’s bounce back candidates that are currently in the midst of heavy tax loss selling? Please advise.

Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.
Read Answer Asked by Karim on December 01, 2023
Q: Looking to invest a portion of available cash into solid smallish-cap companies that have yet to move towards their fair value that could be reached in a more positive part of the cycle - which I am guessing/assuming is coming. Please provide suggestion in either Canadian and/or US markets.
Read Answer Asked by John on December 01, 2023
Q: I have seen several analysts commenting recently on how undervalued small cap stocks are compared to larger cap stocks. Some saying we are at the cheapest levels they have ever seen for small caps. If you were to put together a portfolio of 10-12 Canadian small cap stocks intending to benefit from a return to more typical valuations, which stocks would you include? Not thinking about highest risk types, like early phase biotech, exploration stage mining companies, but rather, for high quality, profitable, growing businesses.
Read Answer Asked by Dan on November 29, 2023
Q: Tax loss season is an opportunity to shop for bargains. Can you name 2 or 3 that are excessively beaten down, therefore likely to bounce and rise further on fundamentals?
Read Answer Asked by John on November 24, 2023
Q: In the name of "cutting the weeds," I'm down 20% or more on the above names (LIT:US; CTS:CA; TCN:CA; TSU:CA and TMO:US.) Are there any of them that you would get rid of at this time. Or do you think that they will have more upside from this point. If you don't like one, which would you recommend to replace it. Thanks.
Read Answer Asked by Steven on November 15, 2023
Q: Reading through the questions and answers on a regular basis gives a good idea of a lot of the Canadian companies you favour as investments, such as CSU/LMN/TOI, GSY, SHOP, BN/BAM, SU/CNQ/TOU, WSP, TFII, SLF, ATD, BYD, TRI. I'm wondering if you have any seldom discussed Canadian stocks that you like, small cap, higher risk stocks OK. Some names that people might not be as familiar with that have some good upside potential. Companies producing good financial results that perhaps aren't fully recognized in the stock market.
Read Answer Asked by Dan on November 14, 2023
Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!
Read Answer Asked by Curtis on November 08, 2023
Q: When the "take it private" chatter was happening I ended up with too large of a DND position which I have been (too) patient with as I understand that the macro economics involved are challenging and until that changes there is little to do but wait. But it is getting a little crazy at this point (even dead cats should bounce).

If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?
Read Answer Asked by Graham on October 25, 2023
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