Q: With the uncertainty ahead is it time to reduce the industrial holdings first , and then financials if the tariffs kick in?
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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.
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Dollarama Inc. (DOL)
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Stantec Inc. (STN)
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Thomson Reuters Corporation (TRI)
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goeasy Ltd. (GSY)
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Waste Connections Inc. (WCN)
Q: I'm looking to add a dividend growth stock to my portfolio and considering DOL, TRI, STN, GSY, WCN. What are your views on these stocks and please rank given current market conditions and price. I hold others such as BN, TFII, CSU, and ATD. Others to consider?
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Dollarama Inc. (DOL)
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Stantec Inc. (STN)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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Premium Brands Holdings Corporation (PBH)
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Mainstreet Equity Corp. (MEQ)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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EQB Inc. (EQB)
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Boyd Group Services Inc. (BYD)
Q: Looking at some Canadian mid cap stocks. How would you rank these 9 stocks for estimated total return potential over the next 5 years. BYD, DIR.UN, DOL, EQB, MEQ, PBH, STN, TFII, TIH. Thanks.
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Lockheed Martin Corporation (LMT)
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Suncor Energy Inc. (SU)
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Cenovus Energy Inc. (CVE)
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CAE Inc. (CAE)
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Stantec Inc. (STN)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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North West Company Inc. (The) (NWC)
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Agnico Eagle Mines Limited (AEM)
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iShares U.S. Aerospace & Defense ETF (ITA)
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...
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Restaurant Brands International Inc. (QSR)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Stantec Inc. (STN)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
Q: The noted stocks are all very weak right now. I suppose on fears of recession and/or tariffs and/or specific company performance. Could you please rank these for potential to rebound in 2025? Any particularly attractive or unattractive right now to purchase with a brief rationale? Thanks!
Q: A few months ago you rated WSP, STN, and ATRL in that order; is this still the case?
BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)
In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.
BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)
In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Visa Inc. (V)
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Bank of Nova Scotia (The) (BNS)
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Fortis Inc. (FTS)
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Franco-Nevada Corporation (FNV)
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ARC Resources Ltd. (ARX)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard Growth ETF Portfolio (VGRO)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I currently hold the above investments in my non-registered account and will invest some additional funds before the end of the year. My plan is to top up my investments in approximately 8 stocks and 1 ETF. The investments will be a 5 to 10 year hold. Please provide a ranking for the top 10 stocks in my non-registered account. Which ETF fund do you suggest topping up for a 5 to 10 year hold? Thank you 5i
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Intuitive Surgical Inc. (ISRG)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Dollarama Inc. (DOL)
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Stantec Inc. (STN)
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Celestica Inc. (CLS)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rank the following for purchasing (10years +)
Thanks
Thanks
Q: Hi Guys,
Please provide feedback on Stantec's order.
Thanks,
Jim
Please provide feedback on Stantec's order.
Thanks,
Jim
Q: Stantec had a whopping year last year. Is this year's pricing simply a slight pull back from the gains in '23?
Q: Wanting to invest in a Cdn engineering company.
Could you pls rank ATRL, STN and WSP
Thnks
Could you pls rank ATRL, STN and WSP
Thnks
Q: I hold Stn. It's it an upgrade to switch to wsp? Non taxable account so no capital gain considerations.
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Eaton Corporation PLC (ETN)
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Ingersoll Rand Inc. (IR)
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Parker-Hannifin Corporation (PH)
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Quanta Services Inc. (PWR)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Toromont Industries Ltd. (TIH)
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Thomson Reuters Corporation (TRI)
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Rollins Inc. (ROL)
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AAON Inc. (AAON)
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CECO Environmental Corp. (CECO)
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Comfort Systems USA Inc. (FIX)
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Advanced Drainage Systems Inc. (WMS)
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Heico Corporation (HEI)
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Interactive Brokers Group Inc. (IBKR)
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Trane Technologies plc (TT)
Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
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AutoZone Inc. (AZO)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Bird Construction Inc. (BDT)
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Ares Management Corporation Class A (ARES)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: How would you rank the following stocks for long term growth based on their current evaluations?
Q: Thoughts on the Q and go forward outlook.
Thanks!!
Thanks!!
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Loblaw Companies Limited (L)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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RB Global Inc. (RBA)
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EQB Inc. (EQB)
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Waste Connections Inc. (WCN)
Q: I hold the listed stocks that are at or very close to their 52wk highs. As a momentum play, would you please rank the order in which you would add to the positions. Thank you
Q: For a long term hold 10-15 years in a registered account with DRIP on which of these do you see returning better? I already own some BN in an unregistered account but I am not afraid of being concentrated. Thanks
Q: Given the strong run in BDT, is it still worth buying at these levels. Any other stornger for longer performers to recommend?
Q: Thoughts on Stantec's Q results?
Thanks as always.
Thanks as always.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Stantec Inc. (STN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
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North American Construction Group Ltd. (NOA)
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Taiga Building Products Ltd. (TBL)
Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.