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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: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.
Read Answer Asked by sam on November 27, 2023
Q: I already own CNR and ATD and am considering adding CSU and FSV as a couple more "solid additions". Can you please recommend 3 other large cap Canadian growth stocks ? (not including financials, energy, materials, nor Brookfields).

Could you please rank all 7 according to overall long term quality?
Read Answer Asked by James on November 27, 2023
Q: The following holdings in a TFSA are underwater. In your opinion, which ones are worth keeping for a potential near future recovery? AW, BATT, BTO, BTE, WXM, ILLM, GUD and LSPD
Thank you!
CC
Read Answer Asked by Carlos on November 27, 2023
Q: According to your third party profile on DOL the ROE is 1,534.15%. Is that correct? If so why and if not what is the ROE. Thanks
Read Answer Asked by Cheryl on November 27, 2023
Q: Good day,

What are your outlooks for OLED and ZWP? I bought OLED some time ago and figured their patent library should have caused some movement with everybody going OLED these days... And with ZWP, do you see a recovery coming? Or is it still a sit and wait?

I've been watching DE on and off for some time, and they seem to continue to act on what drew me to them in the first place. Are they a buy right now? Anything else you would suggest in its place? (I have ATS after a previous question)

BIP seems pretty beat up, are they a buy for you now? Or would you still suggest BN? In a registered account, is BIP better than BIPC? Would you move from BIP to BIPC as they come closer to par?

Thanks!
Read Answer Asked by James on November 24, 2023
Q: Which stock do you better going forward for industrial exposure between VRT and ATS. I own WSP, TRI, and TFII already in this sector. Thinking of adding one of the two to either my TFSA or non registered account. Thanks.
Read Answer Asked by Cheryl on November 24, 2023
Q: I have held shares in Fortune Minerals since 2012. It has been a dud and it is worth almost nothing now. Last year, the Canadian Federal Government said they were offering money to accelerate the production of critical minerals like cobalt, which Fortune Minerals will produce if they ever get their project underway. In May, Fortune Minerals said it is working with Rio Tinto to develop technology to expand production of cobalt and bismuth. Maybe a good sign, but the whole project is moving so slow! And they need cash! At this point, would you take the tax loss or continue to hold? Also, if you had to pick either Fortune Minerals or Upstart for tax loss selling, which would you choose? Thanks.
Read Answer Asked by Kim on November 23, 2023
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
Read Answer Asked by Fernando on November 23, 2023
Q: Out of these 4, what two would you sell today and why (I know they are very different)? If you could include a comment on valuation please do.

Also, how does that answer change if we were to enter a recession?
Read Answer Asked by Max on November 23, 2023
Q: I would like to do some tax loss selling and was wondering if you might be able to rank ILLM, UPST, OVV, TOY, SQ, GH, FLGT, and COW in order from those with the least potential to recover over the next year, to the most potential. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.
Read Answer Asked by Kim on November 22, 2023
Q: Your are in a contest with "Joe" to pick the best 10 stock portfolio over the next 5 years. Best total return wins. Must have 2 Canadian stocks from each of these categories : technology, energy, consumer, industrial, and small cap (max $1 billion Cdn market cap to qualify as small cap). Since you are pros, Joe got to go first. He picked SHOP and CSU in tech, SU and TOU in energy, ATD.B and QSR in consumer, BN and WSP in industrial and WELL and CTS in small cap (he's a 5i reader, so he knew to pick several of your best ideas). What 10 stocks are you going to select to try to beat him?
Read Answer Asked by Dan on November 22, 2023
Q: My daughter is looking to start an investment portfolio. What would be your top 5 Canadian and top 5 US Picks in the current market for a long term hold? Please include one ETF for Canada and US in your picks.

Thanks
Tim
Read Answer Asked by Timothy on November 22, 2023
Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?
Read Answer Asked by Maria on November 21, 2023
Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?

Read Answer Asked by JR on November 21, 2023
Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick
Read Answer Asked by Rick on November 21, 2023
Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?
Read Answer Asked by FORREST on November 21, 2023
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