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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: Good Morning 5i Team,

In your response to a recent question asked about your thoughts on Buffet and Lee-Chin's cash hordes and how much cash to hold in the current environment, part of your response was "Investors are not used to rising rates, and we think some protection is needed. Not necessary in terms of cash but in terms of some portfolio adjustments to companies less susceptible to higher rates (i.e. value stocks over expensive growth stocks). Growth stocks can still do well in a rising economy, but companies with valuations at 15 to 20X sales would see an adjustment with higher rates (of course this has already partially occurred this year). "

I am in the camp needing to make some adjustments, and I'm wondering if you could suggest several U.S. and Canadian stocks that you see as attractive "value" plays at this time.

Thanks very much,
Brad

Read Answer Asked by Bradley on May 10, 2021
Q: Hello. I am a new subscriber and this is my first question. I have been "practicing" self directed investing for the past year with about 20% of my registered assets. I think I have a pretty good grip on the basics and am now ready to move ahead and invest the balance of my assets into the market. I am going to use your portfolio construction recommendations as a guideline. According to the plan, I am already heavy in # of stocks and lack solid allocation and diversification. The stocks I listed are the ones that are dragging down the portfolio and for the most part do not belong in the mix. If I sell now all the losses seem to be quite significant representing approx. 3.5% of my current portfolio of stocks and about 1.3% of my total available assets. I have the option of holding on hoping for recovery and using other cash to strengthen my good positions and add to more diversified positions. Or should I simply sell and move on with a clean slate to re-build the portfolio?
Read Answer Asked by Robert on May 07, 2021
Q: Hello, given the current US$ exchange rate and the loses still incurred on a handful of CDN stocks, I'd like to hear your thoughts on selling the decent dividend but significant double digit % loses to acquire more US$ and move it into GOOG & FB. Alternatively I have considered adding to VFV or starting a position in VGRO and leave it as CDN$. I am ~25% in USD of which I plan to use so I am not concerned with adding a few more points of USD. Thank you for your opinion.
Read Answer Asked by Randy on May 07, 2021
Q: I hold RAY.A in 2 of my accounts for 18+ months now, not gone anyway just steady with 5% change and DIV, would it be good move to sell RAY.A and add to my existing holding in NFI or PHO, I am already 80% up on PHO with fairly (very) large position
Read Answer Asked by Francis on May 06, 2021
Q: It keeps making new 52 week highs, It is a moderate buy if analysts are to be believed. There is the play on recovery but it appears over valued. The dividend though paid for "77 consecutive quarters" has not grown since 2014. I was going to buy a small position a while back but was worried then about the shares deflating. Can you tell me why it is so favoured at this time? Thanks
Read Answer Asked by Stephen on May 05, 2021
Q: Hi! I own TECK.B and KL as part of my materials exposure. Small positions about 3% total of my portfolio. Looking to increase to about 10% of my portfolio. Given what I currently own, I am thinking of adding Nutrien for some ag exposure and then one of LUN, FM or HBM. Do you agree with this approach? Do you think 10% materials exposure is too high or too low given current economic expansion and inflation environments?

Thanks,
Jason
Read Answer Asked by Jason on May 04, 2021
Q: Hi All,
I have been considering buying Aecon. However, I have noticed a downward trend in the last little while. Is there a problem with the company or are there other factors involved? Will Aecon benefit from infrastructure spending? Would you consider it a buy at these levels?
Thanks for your opinion.
Jane
Read Answer Asked by Jane on May 04, 2021
Q: Hi Folks,
I am looking to add to my Industrial sector. I currently hold CAE, WSP and CN. Can you give me some of your favorite names ( CDN or US ) and in order of preference that I can look at ( looking for dividend and some growth ) OR would you just add to the names above ( all winners ).
Thanks
Read Answer Asked by JOHN on May 04, 2021
Q: Hi team,
I'm looking to reduce my number of positions and also add weighting to existing positions. Based on a review of my holdings below, which positions would you eliminate/ consolidate, and why, and which ones would you add to (based on strongest conviction) and why. Time horizon is +10 years.

Basic Materials
Communications AT GOOG FB PINS VZ
Consumer Cyclical BYD DOO GOOS MG SBUX
Consumer Defensive ATD ATZ COST
Energy ENB PXT
Financial Services BMO ZEB GSY SLF
Healthcare ILMN IHI TDOC WELL
Industrials AC ATA RTX TT XBC
Real Estate ZRE
Technology AYX AAPL CSU FSLY CQQQ KXS LSPD NVDA PLTR REAL SHOP UBER WDAY
Utilities AQN FTS
ETFS XEF XEC MCHI EWU VEE VIU
Read Answer Asked by Gregory on May 04, 2021
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