Q: Which industrials are you favouring in Canada these days? I have EIF, TFII and am looking for additional suggestions. Many thanks
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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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Canadian Imperial Bank Of Commerce (CM)
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Great-West Lifeco Inc. (GWO)
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National Bank of Canada (NA)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Gildan Activewear Inc. (GIL)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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ATCO Ltd. Class I Non-voting Shares (ACO.X)
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Stantec Inc. (STN)
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Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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Enghouse Systems Limited (ENGH)
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Barrick Gold Corporation (ABX)
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Open Text Corporation (OTEX)
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Sleep Country Canada Holdings Inc. (ZZZ)
Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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ECN Capital Corp. (ECN)
Q: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks
wsp,stn,ecn,dir.un
thanks
Q: Good day, is ARE good value here? Thanks
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Stantec Inc. (STN)
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Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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FirstService Corporation (FSV)
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Tricon Residential Inc. (TCN)
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goeasy Ltd. (GSY)
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Real Matters Inc. (REAL)
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Trisura Group Ltd. (TSU)
Q: I have REAL in both my TSFA and non-registered accounts. I would like to get rid of it from my non-registered account. Could you suggest a replacement (I do not plan to repurchase it? Do you suggest selling it from the TFSA or waiting for it to turn around a bit?
Q: Would you replace STN with EIF and ARE to increase dividend and maintain exposure to the industrial sector?
Thanks
Sylvain
Thanks
Sylvain
Q: What do you think of STN these days?
Q: I have been holding STN for a number of years. It underperformed WSP in last 5 years by large margin, but started catching up in last 3 years. In recent stock market correction, STN dropped much less than WSP. STN is still above 200 day average while WSP is currently below 200 day average. Year to today WSP also underperformed STN. What is your view of STN and WSP going forward from here in terms of future growth? If just to own one name between them, which one would you pick? Alternatively, should I catch this opportunity to switch to WSP?
Thanks,
Thanks,
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Bank of Nova Scotia (The) (BNS)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Algonquin Power & Utilities Corp. (AQN)
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Stantec Inc. (STN)
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Kinaxis Inc. (KXS)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
Q: I have these holdings in a TFSA shown in descending %. First four at 15% each. Next three at 10% each. Adding $7000. Any additions to what I have? Any new ones? I appreciate the %'s are personal choices ( Part of let the winners run camp). Would you advise trimming?
Have good day. Thanks.
Paul
Have good day. Thanks.
Paul
Q: With all the infrastructure work coming up the first two look like a coin toss to me. I know you like WSP and J but STN has had a good 2021 run and looks strong. Do you have any issues with STN vrs WSP?
Q: I have held STN for almost 10 years and it has recently showed some good growth. I am considering selling STN and purchasing WSP. Which company do you expect to perform better in the next 5 to 10 years and why?
Q: Do you have an updated perspective on STN metrics today? It's buying another firm I believe.
Q: Hi 5i
With the US Congress passing the $1.2 Trillion Infrastructure bill last Friday evening, what sectors and Canadian stocks would you suggest might benefit the most going forward. Thanks
With the US Congress passing the $1.2 Trillion Infrastructure bill last Friday evening, what sectors and Canadian stocks would you suggest might benefit the most going forward. Thanks
Q: Your take on Stantec's purchase of assets from Cardno and what this means for the company. Given the large runup in the stock price today after the announcement would you invest in STN any time soon or wait for it to settle down? I already have a full position in WSP. Would it be better to just put more into that?
Q: Looking at these two, only want to buy one of them. Which do you think will perform better over the next 5 years?
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Park Lawn Corporation (PLC)
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Enbridge Inc. (ENB)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Capital Power Corporation (CPX)
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Descartes Systems Group Inc. (The) (DSG)
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TMX Group Limited (X)
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Primo Water Corporation (PRMW)
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Leon's Furniture Limited (LNF)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.
Thank you!
Thank you!
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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Wheaton Precious Metals Corp. (WPM)
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Stantec Inc. (STN)
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Kinaxis Inc. (KXS)
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Thomson Reuters Corporation (TRI)
Q: Hi, I need to harvest realized gain of approx. $15000. I plan to repurchase the above funds after 30 days. Are there any that you would not sell at this point?
Or after the 3rd quarter results?
Thank you for your excellent service.
Or after the 3rd quarter results?
Thank you for your excellent service.
Q: I currently own STN and have a 45% paper gain. Do you see value in selling STN now and moving to WSP. I bought STN because i like their water management business and they we undervalued at the time.
Thanks
Mike
Thanks
Mike
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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iShares Canadian HYBrid Corporate Bond Index ETF (XHB)
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Century Communities Inc. (CCS)
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: Stantec missed revenue projections and the stock is being pummeled. Would you hold or do you consider this stock likely dead money for some time now?