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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: Hi 5i Team:
I have a healthy appetite for risk looking at a 5+ year timeline and want to start a new half weight position in one of these two in my RRSP. Which would you give the nod to for best capital appreciation going forward given the current market & their valuations.
Thanks in advance,
Greg.
Read Answer Asked by Greg on January 09, 2020
Q: Hi 5i,
Happy New Year.
In the original asset allocator there was a suggested portfolio in ETFs. Mine has vanished! I was trying to look up possible ETFs in European or International small caps.
Are there any? Or would GIB, WSP,Altus or CAE count as international as well as Canadian?
Constance
Read Answer Asked by Constance on January 09, 2020
Q: NFI had fair bit of news over the holidays. The market seemed reasonably happy with it all. Could you give some colour to all the new bus contracts? Also, somebody on BNN was expressing concern about the competition opening up in the EV category and NFI's ability to compete. Do you have anything to add to that? I noticed one of the contracts included EV's from NFI.

TIA
Read Answer Asked by Gerald on January 08, 2020
Q: Hi 5i
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks
Read Answer Asked by Ron on January 08, 2020
Q: Hi, Enghouse shares shot up 3% on Tuesday, with large volume. Do you think that shares are being rerated after staying quiet for a long period? I have read your views on the company and it appears that it's one of your longtime favorites (also included in your list of Top 10 companies to own for next 10 years). Is it reasonable to start a new position 1-2%, at current levels ? We also own CSU as a large holding (10%). How does ENGH valuation compare with CSU ? Thank You
Read Answer Asked by rajeev on January 08, 2020
Q: Thanks to you Peter, I purchased Winpak (a co I'd never heard of) when I first joined 5i over 5 years ago. and am up about 75%. That said, it's been flat for the past 3 years and, since it's now in my TFSA, I'm wondering if it's time to sell for either a growthier or a higher-dividend paying company. I'm prepared to be patient, but if you see WPK as having a low dividend and slow growth future, perhaps it's not an ideal TFSA holding. Your thoughts appreciated.
Read Answer Asked by James on January 07, 2020
Q: I am a conservative, retired, dividend-income investor. I normally save up to 5% "full positions" for typical blue chip stocks, like the telecoms, pipelines, banks, etc.

I have partial positions in Leon's (2% position), Magna (2%) and Nutrien (1.5%). Would you add to any or all of these? At this stage in the market cycle, would you favour one over the rest...please rank.

Thanks...your guidance throughout 2019 was much appreciated...love the service.
Steve
Read Answer Asked by Stephen on January 07, 2020
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