Investment Q&A

Q: I would like to increase my exposure to consumer staples. At this time would you prefer an investment in PBH or ATD.b, or perhaps there is another company you would prefer.

Q: I'm getting very tempted by forestry stocks. But have been for over a year! Continued patience or start to nibble? Favorites? ETF? Thanks

Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.

Q: With SNC hitting lows not seen since 2005 are its fundamentals good enough to make it of interest. If so what time line would make sense?
Thanks

Q: Good morning,

Could you please offer your insights on SNC Lavalin, in light of this morming's announcements.

Thank you,
Brad

Q: Read this article in the Globe and Mail and thought I would share it with other 5iR-ers as it provides Peter's take on it, aka WELL-V.......Tom

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-high-profile-billionaire-stakeholder-a-big-draw-for-well-health/

Q: Do you have any guidelines for individual stock weightings based on market cap using less than 1 billion for small cap, 1 to 10 as mid cap and greater than 10 billion as large cap? Would the weightings apply to both the initial purpose and current market value?

Q: Your Analytics program has provided a convenient tool to see the weightings in my overall portfolio. From this I have learned that while there are some with larger percentages I have many positions between 1 - 2% weighting. Sometimes this resulted from my having initiated small purchases and sometimes from falling share values. In any event, I wonder if I am spread too thin? I guess one part of this is that the small positions will not move the dial. On the other hand, quite often your members ask what you might recommend when looking at choosing between 2 stocks and the answer suggests having both, for better diversification.
1. So my first question is whether positions of 1 - 2 % are too small or is this good diversification?
2. In this context, my next questions are about positions of 1.57% and 1.42% in Enghouse and Kinaxis; are these positions too small and if so, which would you sell and which to keep / add to? And similarly, positions of 1.39% and 1.18% in Parex and Suncor. If these positions are too small, which to sell and which to keep / add to?
3. In a similar vein, I have one or two positions that have suffered from considerable declines in share value and there is .36 and .56 of a position. What should I do if I do not want to sell, either because I still believe in the prospects or because it is too painful to sell just now. I often see your answers suggesting you do not believe in averaging down but holding such a small position seems not effective.
4. My last question is about Constellation Software. It is of course one of the better performers and partly as a result presently I have a weight of just under 3.5%. Given its success, would you recommend adding to have a larger position, and if so, how much?

Thanks for your excellent service.

Q: Greetings 5i

I presently hold BNS in my TFSA account. I am considering selling it and using the proceeds to purchase BAM.

Dividend loss in this transaction is not of concern to me. You opinions?

Thanks

Peter

Q: I have less than a 2% allocation and in the negative with the following stocks, GC, PEO, ENGH, VB, TOY, PHO, NFI, TSGI, TCL.A, CLIQ, WCP, ADW.A, RAY.A, and RME. With a growth outlook and a longer timeframe of 5-10 years+. What do you need still as a BUY to top up, HOLD, or SELL?
cliq, adw, engh, gc, nfi, peo, pho, rme, toy, ray, tsgi, tcl, vb, wcp.

Q: Can we have your latest opinion on the co. Thanks

Q: Like other members I am searching around for a good watchlist system. I have looked at TMX money but am somewhat confused about their platform. I can't see if there are any fees associated with their service. How do they make their money? I have not registered with them yet.

Thank you,

Paul

Q: HI,

I have about a 15% position of TRP in
my RRSP and was thinking of selling and replacing with a non-energy related equivalent dividend stock. I also have large positions of GSY, TD, SHOP, ENB, BNS, AAPL, GOOGL, SPY, V, JPM so would not add to these.

What would you recommend? Thank you.

Q: Hi 5i and team
I presently own WSP which ran up to 5% of holdings and SIS. I'm considering selling SIS and adding BYD.UN and or CAE. That move could bring me to 10% industrial. Should i trim WSP and keep industrial to a prefered percentage or Let it run which brings Me to my other question if allowed. I get confused with all sectors ie: cyclical, non cyclical, defensive etc...i would prefer having 7 if possible. I'd appreciate your thoughts with this.
Thanks for your valuable advice as always.

Q: The federal government has said they will ban single use plastics by 2021. Is there any specific company/ies on the tsx (preferably) or nyse that will benefit from this glowing global trend? thank you

Q: CAN YOU KINDLY HELP ME ANALYSE THE ABOVE COMPANIES
I AM HOLDING STOCKS IN SUNCOR & BOMBARDIER 7 LIKE TO BUY WELLS FARGO STOCK

Q: I own this stock which has gone down over the past number of months. What is the future propspect for this stock? Should I keep?

Q: Can you tell me what companies operate electricity generation facilities in Manitoba, Alberta, and northern Quebec? If possible please indicate which facilities are renewable in nature. Thank you.

Q: How much of BB is owned by Fairfax. As far as Fairfax's investment is concerned, how important is it that Blackberry does well.

Q: so if you hold trz what do you do now.
and if the big shareholders already stated they willnot vote for takeover at 13.00, why would trz accept 13.00.
the whole thing makes no sense to me. dave