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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: As a dividend growth investor I'm looking for one more (non-financial) growth company to add to my group that already includes ATD and CNR. I've done a side-by-side comparison of the following three outlining concerns for each:

FSV - Reasonable debt levels. In a recession, perhaps the strongest of the three (?), but always expensive.

SJ - Arguably a bit of a moat, reasonable debt. But by already owning CNR, does it make sense to own a company whose business includes railway ties?

DOO - Great growth, nice dividend growth, and very attractive moat. But what about that debt ?...and in a recession who is going to buy those "toys" ?

Not looking for personal advice, but I would welcome any comments on the concerns I've mentioned. Thanks.
Read Answer Asked by James on October 17, 2023
Q: Hello 5i
Your analysis tells me that i am underweight in basic materials. I have been thinking about buying more of Stella Jones, which i already own. But, as you will know, it has had a pretty good run recently. So, i was then wondering about looking for a good prospect that has been more beaten down and with a good chance of a rebound. Would you go with SJ, or would there be a better choice, either in Canada or US? Dividend doesn't matter. I have a feeling that this isn't a bad time to be looking at basic materials. Would you agree with that?
Thanks as always for your help
Read Answer Asked by joseph on October 17, 2023
Q: I am light on Financials', Consumer staples , Energy... what is your top 3 in each of the 3 sectors. I am working on a 2 yr time frame (retiring) Thanks for your help
Read Answer Asked by Terence on October 16, 2023
Q: I have 1/2 positions in both RTX and LMT and was considering adding to one of them. Which one would you add to at this time? Alternately, do you have another suggestion for the industrials space that you like better than these two companies? thanks, J
Read Answer Asked by John on October 13, 2023
Q: Dear 5i
I can't decide on which to buy for a growth stock ,BN or LMN or whether both could be owned . Assume an otherwise balanced portfolio . Would now be the time to buy ?
Thanks
Bill C
Read Answer Asked by Bill on October 11, 2023
Q: Hi, I’m a little overweight in these sectors, and thinking about selling one, and adding XIU or ZCN for diversity and dividend.
Which would you sell ( T or Becp) and which would you add ( XIU or ZCN) for a long term hold. thanks.
Read Answer Asked by Brad on October 10, 2023
Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?
Read Answer Asked by Andrew on October 10, 2023
Q: Most stocks are brutally hurt will it be a good idea to sell and buy proxy now rather than waiting for December Tax loss season,. Your suggestion for some stocks?.
Read Answer Asked by Nizar on October 03, 2023
Q: I am looking to purchase the specialty property REIT SUI and animal pharmaceutical ZTS stocks when the seemingly irrational downward trends settle. Do either have potential debt issues to consider that might explain their current valuations?
Read Answer Asked by John on October 03, 2023
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