Investment Q&A

Q: Two days ago I saw an article on 5i about new ipos and focusing on 10 to watch. I can't find it now. Is there a way to find it again? It was interesting. Ron

Q: Please provide the fundamentals of Aecon.
Is it a good company to hold in a volatile environment? If not, please advise which company you prefer in the same industry.

Q: for a RRIF and LIRA, what 5 names, both Cdn or US names would you suggest considering at this time. for the RRIF, more conservative suggestions as the funds will be withdrawn over the next 5 years and for the LIRA, a balanced approach with a tilt to growth, but excluding cyclical positions, that will be held for the long-term without active trading....thanks....Tom

Q: Hi 5i,
I currently own Cnr 4%, ata 3%, tfii 3%.
For diversity and best 2022-2023 prospects, which does 5i like best: aos or itw or wsp? Which has the highest projected growth for the next two years? Which is the best value at today’s prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,

Q: As noted in my previous question on the drop in Lnr re:the headwinds it faces and at my book at 70$.Would you consider that going forward in 22 that at a price of say 43$ that ENGH has more upside potential? Make any sense to swap or hold? Tks.Larry

Q: When I compile your recent responses in the current January market, these two stocks popped out as looking like reasonably good buys now. Is my complier working okay (its pretty old)? Did I miss one or two better ones? Thanks as usual. Dan

Q: I currently hole MMM in a dividend portfolio on the US industrial side and thinking of ITP on the Canadian materials side. Are these to companies too similar in nature to include in a diversified portfolio? Would you have another dividend grower materials related stock to consider?

Q: Please provide your top 3 US and Canadian industrial stock recommendations. And, what is the best ETF to cover industrials?

Q: Can you comment on CIGI's Basalt investment and your opinion on their outlook? In light of this, which would you prefer between CIGI and FSV? Thanks.

Q: Between TRI & FSV & BAM.A which would you prefer for a RRIF? For someone who is looking for a dividend, capital preservation with some growth. Please give reasons for your answer.

Q: At what price would you buy these companies

Q: Could you please give us the 5 best value stocks to put into a RRSP account.

Not worried about diversification or sectors.

Thanks

Q: Are there any companies in the energy and materials sectors that one could buy and forget?

Thanks.

Q: What is your opinion of this company. Restaurant lockdowns will supposedly be partially lifted Jan. 31. in Ontario. Is it a good time to buy?
Thank you.

Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant

Q: Hello Peter,
It appears that Knight Therapeuctics is testing ones patience for long term investing. Do you think it is worth a hold given the lack of performance for a long time? I am bit puzzled as sometimes when there is no attention paid to a stock, it is a good time to buy if the leadership and fundamentals appear to be intact. Please advise. Also, Nuvei seems to be developing more partnerships. Is it worth adding to a full 5 percent position as it has settled into the 80s range.. Thank you for the service.

Q: Retired, dividend-income investor. I am 67 and receive CPP, OAS and a company pension.

Just checking in to see what your 2022 suggested asset allocation is for each of the 11 sectors within the equity portion of my portfolio. My current targets for each sector are as follows:
Finance = 17.5%
Real Estate = 7.5%
Telecome = 7.5%
Utilities = 15.0%
Consumer Staples = 12.5%
Consumer Disc = 5.0%
Health = 7.5%
Industrials = 7.5%
Technology = 7.5%
Energy = 7.5%
Materials = 5.0%

What are your 2022 suggestions?

Thanks for your help....Steve

Q: Hi guys: If stagnation did appear later this year, what would be your top 5 U.S. and Canadian stocks?

Q: Peter; Would RCH be a takeover candidate- not sure of there is a controlling shareholder? Thanks, Rod

Q: Hi 5i,

I am a new member, joined last May 2020. Since joining, I have been learning quite a lot on this site. We purchased about 70k (my TFSA) based almost exclusively based on your Balance Portfolio with some minor additions of other stocks. Despite the recent market looses, my portfolio is stable, luckily I don't check on it daily.

This week, we moved some funds around, we are looking to invest another 100k in the stock market, we have an investment horizon of 5-10 years for this fund. I have been told repeated that it's not about the timing, but the time in. Yet with a retirement horizon of 10 years, should we be concerned with entering the market this week?

If you were to buy 3 stocks today, what would they be?

Thank you!