Investment Q&A

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

Q: cant acces your 3 ai stocks on the blog page only for new customers?

Q: What would be a good entry point for these three high quality companies ?

Q: Hi 5i,
I've owned MDA long enough to have done well by it. Now, however, since its vulnerability to events beyond its control has twice been demonstrated I have concluded that I'll sell and take my money and run, unless there is reasonable possibility that it too will be sold to a buyer in the space biz.
Knowing what you know about MDA and the universe it operates in, can I have your opinion as to whether or not MDA is or may be an attractive takeover target?
Thanks 5i,
Peter

Q: Why the big decline over the past few days?


Sheldon

Q: I am considering swapping CNR for CP. Do they have similar prospects and risk profiles?

Q: I'm falling behind on these stocks. Please tell me , sell , hold or possibly buy more ? Thanks.

Q: Hello, What would be your top 3 Canadian stocks at todays price to buy today for each account type (RRSP, TFSA, NON-REG). Also your top 2 ETF'S today for each account type.
Thank you and have a wonderful day

Q: Comments on the outlook for Byd after this big acquisition. How does this compare to the glass acquisition and will it have the same effect?

Thx

Q: Good afternoon,

In light of the recent pullbacks from the all-time high for both, would you consider adding to the positions?

Also, what are you looking for in PNG earnings?

Thank you,

Q: Good morning;

I am doing some rebalancing of my portfolio. In light of my views on world events over the next 3-5 years I am looking for the top 3 "Consumer Defensive" stocks. I believe there to be risk in the US dollar over this period so would appreciate your recommendations on 3 Canadian and 3 American consumer defensive stocks and what makes them a consideration.

As always, thanks for your insights!

Q: Good morning I would appreciate your opinion on QSR latest results. I just finished reading through and although growth seems slow it was heading in the right direction. I am wondering your opinion on the different segments (brands) and their push into international markets and BK revamp. Do you think this could be the start of expansion and the bet that Doyle can turn this business around like Dominos? I have been a long time holder and recently been wondering if i should sell and move on or stay the course. Thanks

Q: Hi, I own the companies mentioned above. Companies on unregistered account have been beaten down, what order would you sell them in or should some be held?

Thank you

Q: Bought small position in Feb. of this year (500 shs) @ $131.00. What are your thoughts on this company long-term?