Investment Q&A

Q: I am investing the 52000 plus whatever the amount is for 2018 in my wife's TFSA. With a 10-15 year time-frame might I be considering a couple of quality ETF's or would you advise the purchase of 5 or 6 quality stocks? What might you suggest to consider? She does like the Dollarama idea which you recently recommended. Also would you recommend holding off until the new year to get the ball rolling or invest now? Thanks

Q: I'm trying to diversify a bit more and sell a quantity of banks and utilities Would you consider WSP as a long term buy and hold. Would I buy a full position now or stagger the buys. Thanks

Q: Hi There,
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You

Q: have a little money since I sold TOY do not have above stocks. Following your balanced portfolio. Should I buy 1 rebuy TOY or hold? Also what are the future prospects of SHOP

Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter

Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul

Q: Please comment on Stantec earnings. Which do you prefer STN to WSP at this point? Thanks

Q: I have the following stocks in an non-registered account with curent weightings between 2.5% and 3.5% : TD, WSP, CSU, TOY and PBH. I would like to deploy a 2% cash.
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...

Thank you,

Q: comments on earnings please?

Q: If one wanted to sell Aecon and move on what are some companies or suggestions in the Industrials sector that are buyable today with some growth and a good dividend

Jimmy

Q: I want to add to the Income Portfolio and I am wondering what the best addition would be. Over the past 3months SPB WSP and AGU have been the stronger performers while KWH has under performed. Am I better to add to the weaker one and maintain the percentage share of the portfolio or go with strength. If you were adding to the portfolio today which would you choose?
Thanks
Mike

Q: With Aecon in the news, what is your opinion of IBG and should I instead focus on a large cap like STN? Thanks.

Q: I own all three of these companies. I am up 10% in WSP, 10% in CCL.B and 13% in RCI.B I want to add to one of them, which one would you suggest?
Thanks for your help. Dorothy

Q: Peter and team I have owned this stock for aprox. two year ,It pays good divs. do you see a improvement in stock price .
Jim.

Q: I have held sox for a year plus in my tfsa for income and growth. I am dead even counting dividends and am unsure whether to hold or sell with upcoming earnings report.Would appreciate your opinion please

Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L

Q: Hi, i am looking to add some of these names to my portfolio. I want long term growth. I am young and can hold 5 years plus. Please ignore sector diversification. Can you rank best to worst. Can you also comment on significant valuation differences? IE MG versus NFI or WPK. Is it simply business earnings stability? Because it appears growth in Magna earnings is quite significant even relative to NFI or WPK.

Q: Hi Peter,

Could you please choose and rank the top 5 in the list of stocks below based on value today for a 3-5 year hold;
PBL, FTS, ET, KXS, SLF, PKI, GC, PBH, WSP, ATD.B, AEM
The stocks would be purchased for RRSP's

Q: With all the rebuilding that will have to be done to restore those storm ravaged areas do you expect to see any Canadian miners, forestry companies etc. benefit from the increased demand for resources over the next year or so?
GUY R

Q: From the recent 5i report on Stantec: "Out of STN’s direct peers of WSP and SNC, we would
view Stantec shares as the cheapest of the group while offering
similar growth potential relative to competitors."

Comparing STN with WSP, which I hold, I see one cheaper on 3 metrics (STN - PE &
EV/EBITDA - by a whisker- & forward EV/EBITDA) and the other
cheaper on 3 metrics (WSP - P/B, PSR & Forward PSR)

The dividend at STN is half that at WSP. The 3 year performance at WSP is 50%
better. Would you endorse a switch from WSP to STN or if light on
WSP just direct new sector $$$ to STN? I wonder, too, if this is a cyclical industry that
would suffer with a real estate correction or business slump, say, or are there
enough government contacts which definitely are not cyclical?