Investment Q&A

Q: How significant would it be for the Canadian lumber companies if the US removed the tariffs on lumber? Which stock would you recommend in such a scenario.

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)

Q: Please provide your assessment of the q1 earnings and outlook for WSP.

Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.

Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek

Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!

Q: Hi Folks,
I am looking to add to my Industrial sector. I currently hold CAE, WSP and CN. Can you give me some of your favorite names ( CDN or US ) and in order of preference that I can look at ( looking for dividend and some growth ) OR would you just add to the names above ( all winners ).
Thanks

Q: We currently own WSP TT XEBEC in industrials and would like to add one more US industrial stock what suggestions would have first being the best?
This much
Marse

Q: Can you please recommend a high-quality infrastructure company in Canada that has good upside potential, please.

Also, I have over $50,000 US in a non-registered account. With the CAD $ going up and the US $ falling, should I convert to CAD? I don't know if there is enough upside in the US market, considering I am losing money every day with the exchange rate.

Thanks for your help.

Q: Further to my question of March 19, I have received the funds which represent 15% of my non registered account ( and 7.5 % of total portfolios).
I have added the hedged ZQQ to the list as I have no tech exposure in any portfolio and have a US property being 20% of my total assets, thus providing adequate currency diversification.
I used one third of the new funds to purchase BAM and am now looking for the next 2. Your suggestion and reasons are appreciated. Derek

Q: Could you compare the prospects of Bird Construction to WSP Global?

Q: I am interested in the Industrial sector. What is the best way of playing it?

Q: Hi! I'm wondering if Canadian firms will be able to participate in contracts relating to some of the infrastructure spending happening in the US? If not, would we be better served exiting WSP Global for a US firm at this time? If so, who would you switch out for?

Q: you had a very complementary view on CCS on March 15th...
do you have another construction firm you would prefer over CCS??

Q: Good morning - In your opinion, at present, what are the best long term, larger cap, Canadian companies in which to invest for capital appreciation, regardless of sector. Thanks

Q: Hi. I own the following stocks in an RESP account and have some cash to deploy. Can you kindly recommend 5 stocks in order of preference to add to this account. I have a long term time horizon. Thx. AEM, AQN, ATZ, AW.UN, BCE, BEP.UN, BEPC, CSU, ENB, LSPD, SHOP, TD, TOI, WELL.

Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve

Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don

Q: I will be converting my RSP to a RIF next year resulting in my income increasing some 50 % and with money I do not not need for my present lifestyle. The account is full of banks, reits, pipelines, infrastructure , utilities etc., as is my non registered account which is the same size as the RSP. Does it make sense to adjust the non registered account to more growth stocks , and hence less income ? I I have listed some prospective stocks. A crazy idea to reduce income and perhaps this is outside your.venue but any thoughts are appreciated. Derek

Q: I currently own a 5% position in Magna for some industrial exposure. Looking to add another name at a 3% position to get to my 8% desired weighting. This excludes transports which is separate in my sector weightings. Can you recommend one or two names in Canada and the U.S. that might be of interest?

Thank you,
Jason