Investment Q&A

Q: I have $50,000 to invest, a 15-20 year time horizon and I pretty much have the financials, the utilities and anything Brookfield covered in my portfolio. I was looking at PBH and CP as two potential investments, comments and other recommendations appreciated. Thanks.

Q: Good morning 5i folk. 3 questions: 1. I see Microsoft reports today any idea as to segment revenues cloud gaming etc.? 2. Would you add to Palantir here? 3. I need a solid etf or 2 to play Chinese growth and Eastern orient economic growth and recovery with Japan included. Sorry an after thought should I trim back some stronger positions to have some dry powder when we see a correction, if so what %? Please deduct questions as you see fit. Thanks in advance David

Q: After you removed MX from your balanced portfolio, I waited a bit and ultimately sold for a bit of a higher price. I see that it's drifted back down to the $45ish range. Just wondering if this might be a good time to buy back in and whether there's anything in the short term that might send it back up to its recent high of $60. Thanks.

Q: Could you name some sectors that will do well in an inflationary situation. Name a couple of stocks in each sector both Canadian and American. Thanks

Q: hi,
what is your tough for those company, position 1-3% in my portfolio.
thanks jean guy

Q: Hi group Mx getting slapped (ongoing over last 3 weeks after factory shut down - looking like run for the hills your comments on buy sell hold. please

Q: On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): GSY, SIS, BAM, TRI, SLF, TFII. If only one could be owned, which would you choose today? Thank you.

Q: My portfolio doesn't have any coverage in the transportation sector. What stocks/etf's would you recommend in this area.

Rick

Q: How do these companies compare against each other, balance sheets, management and how would you rank in terms of growth in the next 5+ years? Any other companies in this space you like more?

Q: I'm still down 25% on this one. Would you hold or is there a better choice in your opinion?

Q: Hello! Can you rank in order WSP, ATA and GRT.un in preference at this moment. And can you break down what percentage of GRT's revenue comes from which country? Many thanks

Q: Curious on what's going on with MX popped to $60ish now pulled back 20%. Thanks Mike

Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter

Q: There has been an increase in SPACs going to the market in the past year. What is 5i's position on these as investments? Thanks for the always great advice, Brenda

Q: dear team:
i have BPY and bpy.un roughly 15% in my no-registered account which bought at last May. i think it is too risky to keep them and plan to replace them .
pls give me some idea.

appreciate!

Jacky

Q: Recently in response to questions, 5iR provided  target sector weightings for a dividend conservative portfolio and also for a balanced portfolio.
For my income portfolio, with a target sector weight of 10% for Communications, I have a position of 3.50% in BCE and, for health care, with a target sector weight of 10%, I have no positions. What are some Cdn and US stocks and ETF, even in Cdn dollars, would you suggest I consider.

When it comes to the balance portfolio, the communication target sector weight of 5%, I have at position of 3.00% in Telus and in the case of health care, with a target sector weighting of 10% (say in US stocks), I hold no positions. Again, what are some US stocks and ETF, even in Cdn dollars, would you suggest I consider.

Yes this is two questions in one...so please deduct two credits............Again, Thanks........Tom

Q: I just moved my RRSP over to Questrade from PH&N and have lots of cash to deploy (5+ year time line). For tax efficiency, I want to hold REITs, bonds, interest investments, US div stocks/ETFs, royalty income funds or any other investments that are not tax efficient in my MARGIN, TFSA and CORP accounts.
(1) Industrial REITs: I have half positions in DIR, GRT - should I diversify and also take positions in WIR and SMU or focus on DIR and GRT?
(2) Other REITs: Can you recommend any other quality value REITs? Is it a good time to invest in residential REITs?
(3) Can you recommend a good high yield bond ETF that has performed as well as PH&N High Yield Bond?
(4) Can you recommend some good value US div stocks (preferred) or ETFs? I am considering ABBV, PG, VZ.
Many thanks for any/all suggestions/comments!!!

Q: BAM.A is now trading at $49+ , has the stock recovered to the pre-pandemic levels OR do you think that it still has upside.

Also at this point, would airline stocks be better or the cruise lines, which has more upside ?

My strategy is to buy airline/cruise stocks now....sell in 1-3 years and then move that money to something like BAM.... what do you think of this?

Thanks

Q: Would you consider Loblaws a wise choice to add to my growth porfolio? I notice they are in to far more than just selling groceries? I don't have much experience and that is why I subscribed. I would appreciate your insight or other recommendations in the same category. Thank you, John

Q: I am in the process of developing a plan to consolidate my SDRSP portfolio by trimming some stocks and moving more into ETFs. I will keep a small growth portfolio within the SDRSP because I like doing it. Can you comment on the three Brookfield stocks that I have and if two had to go which would you suggest please.

Thanks as again.