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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.

Q: Sold GSY yesterday. Likely would have stayed the course, but the company's failure to divulge information with regard to Canada Drive in a timely manner tipped me over the edge. So, I have 3% of my portfolio in cash that I would like to reinvest in a Canadian stock with a similar growth/dividend/risk profile. Minimum dividend of 2%, preferably >3%. Canadian stocks already held are: T, X, WSP, TFII, ATZ, SIS, BIPC, BEP, SU, NPI, NTR, PBH, BAM, BN. (US stocks are: GOOG, IHI, COST, NVDA, J, ABBV, MSFT, V, HD and AMZN.) I would appreciate 3 suggestions that would meet my criteria. No industrials or financials please, as I am already overweight. Thank you.
Read Answer Asked by Maureen on March 30, 2023
Q: Should I wait and see how the US debt ceiling fight goes before investing this year?
Read Answer Asked by John on March 30, 2023
Q: Good Morning,

In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad
Read Answer Asked by Bradley on March 30, 2023
Q: hi, in regards AQN Kentucky power transaction- the end of March is the end of comment period, with presumably a decision on whether or not this transaction will go through shortly after? do you have any sense as to this purchase going ahead, or not going ahead ( and AQN paying a penalty ). further, what do you think the potential upside could be with an announcement of the merger NOT going forward; and conversely what do you think the downside in AQN price could be if the merger does go ahead? cheers, chris
Read Answer Asked by chris on March 30, 2023
Q: Where can I find a list of all the CDRs available in Canada?

For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?

Thank you in advance.
Read Answer Asked by K on March 30, 2023
Q: There are a few obvious similarities here in terms of market cap and dividend yield, a few obvious differences in trailing price/earnings and sectors (staples/discretionary). Hoping for your insight into which one you would sooner own for the next two years assuming we are going soon going to enter a recession (or are already in one). Or maybe neither?
Read Answer Asked by Stephen R. on March 30, 2023
Q: Hi, On his BNN appearance, Feb 13, Peter was very positive on the stock " We do consider it one of the best industrial stocks right now." Peter also indicated having visited the facilities/plants and met the Management, at the time he owned a large chunk of the Co., while managing funds for a large Canadian institution. Stock has seen a phenomenal run over past 9 months (+65%) and YTD +30%. ATS also appears to have grown to a 7% weight in the 5iGrowth Portfolio.

We have taken a starter 1% position, over past 2 weeks, to complement Industrials in our portfolio.

Could you (Peter) kindly share your current view of the company, with respect to its management, valuation, debt and Growth prospects. Also, in light of such a strong run up in the share price, would you still be comfortable adding at current levels or wait for a pullback ( If it happens, at all ), for a long term investment ?

Thank You
Read Answer Asked by rajeev on March 30, 2023
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