Investment Q&A

Q: I have funds for 2 of the above. Please rank 1-4 in the order you would invest today for maximum growth over 5 years. If there is an industrial/materials that has yet to be discussed in the 5i pages that should be considered, then please include. Thanks

Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.

Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?

Q: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.

Q: I am a very patient investor and want to add to my WSP holdings.

What do you think would be a realistic but very favorable price to leave my bid at.

Thanks


Sheldon

Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!

Q: I already hold a bit of TFII and WSP but would like more in industrials. I’m thinking of either adding to TFII or starting a position in STN or TT. Is there still good reason to add to TFII? If not, both STN and TT have good momentum, but as I already hold WSP, would TT make more sense?

Thanks.

Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks

Q: 5-10yr hold to maximise total return and safety of principal. Best valuation?
Thank you

Q: We own the above in our non registered portfolio. Please advise the average 5 year return on each of them.

Q: Hi Gang
Can you give a list of your top Industrial stocks for 2024

Thanks Mike B

Q: How would you rank these today for a growth oriented investor looking to hold?

Q: The two least profitable stocks in my entire portfolio are SIS (up an anemic 6% after two years) and PBH (up 10% in the same time period). I'd like to replace both with something growthier - but here's the catch - I want similar dividends (+/- 1%) and I want Canadian replacements in the same sector. My only other Consumer Defensive is COST. Current industrials are WSP, HPS.A, J, and TFII. I would welcome your speculation on how SIS and PBH are likely to grow this year...and what potential replacements might be. Thank you.

Q: Hello, I need to reduce my financials and beef up my industrials and materials. I own TD, RY and SLF, and will trim reluctantly as they have all done well for me over the years. I already have TFII, ATS, and NTR. What would you suggest for Industrials and materials. Add to existing or add new companies? As a retired sort, I prefer Canadian stocks eligible for the Dividend Tax Credit but iI am underweight the US so f you have much better US suggestions please advise.
Many thanks

Q: If one needed to raise some cash and had a choice between the 3 choices listed (WSP, BEP.UN, GLD); what should one consider?

In what order would you sell and why? Does one have more positive / negative outlooks vs the other?

Thanks as always for your help!

Cathy

Q: A family member entering post-secondary school owns these stocks in their TFSA on an approximate equal weighting of $4,000. They have $8,000 to contribute and invest this fiscal.

The objective is growth with some risk; maintenance of capital is a secondary objective.

If allocating in $4,000 increments would you add to one or more of the existing investments or are there one or two you think would be better suited to a young investor over a 3 - 5 year investment horizon?

Thanks so much.

Q: Looking to add to my TSFA, working on following the Balanced Portfolio, am missing these stocks. which and in what order would you add these?
Thank you, Shane

Q: Which 3-5 Canadian stocks would you be buying with your TFSA & FHSA contribution?
Thank you

Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas

Q: I have the above stocks in my TSFA account. All about equal weighted. Which stock would you add the $7000 2024 contribution to?

Or do you not favour any of the above and have another suggestion?

Thanks for everything and happy Holidays to everyone.

Dave.