Investment Q&A

Q: Thoughts on their quarter and on their Phosphate strategic review?
Thanks....Steve

Q: Hi, Wsp has dropped over the last few months. What are your thoughts on this and adding to position in Wsp or Stantec which appears to be doing better?
Thank you.

Q: I refer to an earlier question discussing MDA's $10 million equity investment in MAXQ in which 5i alluded that MAXQ was in the "lottery ticket" category. So, I have been a fan of MDA but am now considering an exit. In 5i's opinion, is MDA's $10M investment in MAXQ visionary, or a "hail mary"?

Q: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.

Q: Looking to add to an RIF account - considering ENB, BNS, DIR.

Your advice?

Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Q: Both down a lot would you buy or sell

Q: Thoughts on these two dogs. Hold longer or sell. Thanks!

Q: Why the large drop in price in recent weeks in First Service Corp?

Q: For a dividend account, in what order would you acquire and at what price. Thanks

Q: So I ran with wsp, tri, and gsy in an sdrsp for the equity porrtion. Down on all. Looking forward do you think continuing to hold these three in an sdrsp is a good move? Or do you think changing one or all for better blue chip companies is warranted? If so what do you suggest?

Q: Hi
It does not appear that their earnings were bad, yet the drop seems harder than I would expect with a consolidation - but I'm probably just overly nervous whenever I see a 4% slide on a company I believe is usually a very stable holding. Is it possible shareholders are dumping over concerns that the US government shutdown will hold things up for WSP?

Back on Sep 1st, Alexandre L'Heureux was recorded as follows on Bloomberg:
"Alexandre L’Heureux says that so far the halting of government services and permitting has had a “minimal impact” on the Montreal-based company, which has a big presence south of the border.

But he says the entire engineering and construction industry will suffer if legislators fail to reach a deal and resume federal operations soon."

However this statement is a long time ago, so I am not sure it is having any affect today.


Thanks!
D

Q: Hello team,

I have kept MGNI for a long time and saw my profits disappear badly. Every positive momentum seems to go out of steam quickly. It has been going down with high volume in the past 3 months. Is it time to let go of MGNI? If the answer is yes, would you sell it to add to HOOD or AFRM? And why? I am open to other growth-y suggestions.

Thanks for all the good work and support you are offering 5i community.

Q: Hello Team,
Could I have your top 5 Canadian "value stocks"please.
Many thanks!

Q: A retired friend of mine recently asked for my recommendations on how to invest approximately 200K which, with minimal risk, which will give him a reasonable (4.5% to 5.0%) annual dividend with minimal expectations of big capital growth, Since he currently has very little experience with investments, I would like to build a portfolio that will require minimal ongoing involvement on his part. I believe that a 10-15 year timeframe is realistic.

My thought is to split the 200K into 10 equal parts and purchase the following Canadian equities.

BNS
TD
GSY
CNQ
TOU
ENB
FTS
T
CCA
BEPC

I realize that a portfolio like this is overweight on energy. I'm comfortable with that.

What are your thoughts on this strategy and do you see any of the companies listed that you would avoid? Are there any others that you think should be added to the list?

Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Q: Hello 5I,
The following 6 Canadian companies compose of 30% ish of my total stock portfolio.
I know weightings are personal but would YOU be able to comment if you see any problem with these concentrated positions? Too concentrated, need to spread them out more evenly? Missing some other critical holdings to complement the holdings?

CSU - 8.73%
BN - 8.29%
ATD - 5.12%
CP - 2.15%
X - 3.77%
CNQ - 1.63%
Total: 30% ish of portfolio

Q: What are your thoughts about CJT most recent results? What are the prospects for this company going forward? Why is the stock falling so much?

Q: A bit of a timely post here. But with stocks pulling back quite a bit the last 2 days, and tech stocks mostly leading that pullback. Some names have pulled back more than others. Of some of your favorite picks, LMN, GLXY, NBIS are down more than most. If you were adding funds today, what would be your top 3 picks to add to on this pullback (in the order you'd add)? Thx

Q: I want to start drawing some yield income from my TFSA.
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou