Investment Q&A

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

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

Q: Good day 5i.

Please provide your thoughts on todays announcement between Ballard and Linamar. Do you think either is a buy on current valuation and future prospects?

Many thanks for your help.

Many thanks.

Q: Taking these 7 income oriented equities and looking to rank them for risk in a correction situation moving forward it seems that if we use the March 2020 correction as a guide FTS and BCE dropped the least (28%) followed by RY (33%) then TD,BNS, AQN (35-37%) with SLF trailing the pack at 46%. The reason behind any future correction could of course be different than a virus-induced shutdown of the economy. But still your ranking of safest to least safe is appreciated and if your answer would be different depending on the cause of the correction then your comment on that would be nice to have as well. Thank you for assisting me in trying to build the most secure portion of my income strategy. Any additional equities that fit in the lowest downside category that you might suggest would also be most welcome.

Q: Hello 5i Research
With the possibility that interest rate will increase in the for seeable future.
What are your recommendation of 3 Canadian and US stocks that should benefit from higher interest rates.
Thanks

Q: Morning Peter and gang,
It appears that the market is rotating out of tech stocks, please recommend sectors and companies that may benefit from this trend in both CDN and US markets.
Cheers,

Q: Hi, I have these stocks in my Tfsa account, and looking to add two more . Keeping the sector in mind , would like a couple suggestion on a (small dividend if possible) steady growth stock. Was looking at SLF or X but not sure.
Thanks

Q: What do you think of MOO? I notice you usually recommend COW. Also, I'd like to buy wheat or corn stocks. Is it too late? If not, can you recommend any, prefer CAD, also open to US.
Thanks for your help.

Q: Hi, Methanex is dropping hard today following the release of their Q1 results, which at first glance looked good. Can you please provide your opinion on their results?

Q: Good morning 5i
I am planning to add one stock to a fairly conservative portfolio with the aim of reasonable growth on a three year time frame at a fair valuation. I have narrowed my thoughts down to four names; Leons (LNF), Power (POW), ATS Automation (ATA) and Magna International (MG).
Please comment and could you give a ranking for growth (10 highest) and risk (10 greatest).
Thank you, David

Q: Does the government bailout change your view of transat? Is there any reasonable potential that Trz can materially benefit from the return to travel . Or is this a case of not much upside and money better invested elsewhere?
Thanks guys.

Q: You comments on the recent quarter, and overall assessment of Methanex potential over next three years?

Q: Can you please recommend a high-quality infrastructure company in Canada that has good upside potential, please.

Also, I have over $50,000 US in a non-registered account. With the CAD $ going up and the US $ falling, should I convert to CAD? I don't know if there is enough upside in the US market, considering I am losing money every day with the exchange rate.

Thanks for your help.

Q: Greetings 5i,

Tesla just reported Q1. Trading down even though it looks like Elon beat expectations. Some controversy on Seeking Alpha regarding what alalysts were expecting vs realistic expectations. So lots of varied opinions and Tesla is down about 9 or 10%. Im still up about 15% as Im recently in, but I dont hold alot of conviction in this name vs something with more of a realistic valuation such as Berkshire or Sunlife/Manulife or maybe even one of the Brookfield subs. So a 2 part question. What does 5i think of this quarter and Tesla overall. Would you switch to one of the above mentioned names or hold for another quarter and re-evaluate?

As always take as many credits as required.

Cheers!

Q: Do you think FSV is fully valued or do you see more growth ahead?
Thanks for your service

Q: Hi,
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed

Q: Hi Team
What would be your favourite consumer staple stock today, and why please? Thank you.

Q: What are your top 3 choices for long-term holds in the infrastructure space in Canada?

Q: In the Companies section does the Dividend Growth Rate refer to the growth rate from year one to year three/five or the annual growth rate during the three- or five-year period?
Thank you for considering my question

Q: While I have no issue buying and selling stocks in my registered accounts, I find I am tremendously reluctant to sell stocks in my non-registered accounts when there's a capital gain. By way of example, I've held onto MSI for a couple of years and am up 45%. The stock seems to be stalling...and I'm tempted to replace it with MG. Two questions/asks:
1) Please discuss your strategy for selling profitable stocks in a non-registered account.
2) In my case, would you replace MSI with MG...and why? (In terms of industrials, I also own TFII, WSP and J.)
Thank you.