Investment Q&A

Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal

Q: What are your recommendations for 5 Canadian Stocks and 5 US Stocks for an RRSP Account?

Q: In yoor recent reply to my question regarding how to evaluate returns, you suggested CDZ. Thanks for that, it does seem a better comparison. Of interest, though, I did a comparison of CDZ to the TSX return, and found that the only difference over 10 years was the actual management fee of .66%.
I also appreciate your comments about risk. I had about 20% of my investment assets in "play" money, but over the last 2 or 3 years I have reduced that to essentially nothing, since - as you pointed out - an extra percent or even more would not make any difference to my lifestyle. That frees up my time, and I do sleep very well at night!
Thanks again!
Paul K

Q: I might have missed it but in reviewing your portfolios I notice these two names absent. I hold them for longer term gains but am wondering now if they may be more risky in an adverse even "bear" market?
Thank you

Q: Hi 5i,
Two questions if that's OK, and please deduct accordingly.
In October you counseled me to not sell ATZ when it had reached $50 and I was tempted. I'm glad I listened to your advice then and held on as it's now up a another $8 and my gain is about 90%. Your advice then might still hold - don't sell the stock just because it's up. But the economic backdrop is considerably different now than it was in October and I wonder if you would still counsel holding on, especially since a lot of what otherwise might be discretionary income could be going to servicing debt going forward, and consumers might just generally feel like reining in the spending.
Also - CURA has not been so kind to me and I'm down 50%, meaning I need a 100% gain from here to get back to square one. My understanding is that it is a good company but the regulatory framework in the US hasn't changed as was needed/expected, and the stock is therefore wallowing. So, sell and put the money to work elsewhere, or ride it out for a while, bearing in mind it needs to do very well to even begin to heal the wound it caused?
Both are in a TFSA.
Thanks!
Peter

Q: In a response to Craig on 19 Jan you stated that "Without reference to goals or risk, we would side with the significantly larger and more diversified BAMR". TD Waterhouse lists the market cap for BAMR at $534 million whereas TSU is listed at $1.8 billion. However I see that on your profile page you list BAMR at $1.93 billion, only slightly higher than TSU.

Q: I am looking at ALC and CNR. What are the fundamental reasons that CNR commands a much higher P/E? Is this all about growth prospects? Also, how is "fair value" determined by Morningstar?

Q: Peter; It looks like the EV sector is out of favour- most of the stocks, GM,F,MG.LNR,LAC er are all off from a couple of weeks ago. What’s changed ? Thanks.Rod

Q: Two days ago I saw an article on 5i about new ipos and focusing on 10 to watch. I can't find it now. Is there a way to find it again? It was interesting. Ron

Q: Please provide the fundamentals of Aecon.
Is it a good company to hold in a volatile environment? If not, please advise which company you prefer in the same industry.

Q: for a RRIF and LIRA, what 5 names, both Cdn or US names would you suggest considering at this time. for the RRIF, more conservative suggestions as the funds will be withdrawn over the next 5 years and for the LIRA, a balanced approach with a tilt to growth, but excluding cyclical positions, that will be held for the long-term without active trading....thanks....Tom

Q: Hi 5i,
I currently own Cnr 4%, ata 3%, tfii 3%.
For diversity and best 2022-2023 prospects, which does 5i like best: aos or itw or wsp? Which has the highest projected growth for the next two years? Which is the best value at today’s prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,

Q: As noted in my previous question on the drop in Lnr re:the headwinds it faces and at my book at 70$.Would you consider that going forward in 22 that at a price of say 43$ that ENGH has more upside potential? Make any sense to swap or hold? Tks.Larry

Q: When I compile your recent responses in the current January market, these two stocks popped out as looking like reasonably good buys now. Is my complier working okay (its pretty old)? Did I miss one or two better ones? Thanks as usual. Dan

Q: I currently hole MMM in a dividend portfolio on the US industrial side and thinking of ITP on the Canadian materials side. Are these to companies too similar in nature to include in a diversified portfolio? Would you have another dividend grower materials related stock to consider?

Q: Please provide your top 3 US and Canadian industrial stock recommendations. And, what is the best ETF to cover industrials?

Q: Can you comment on CIGI's Basalt investment and your opinion on their outlook? In light of this, which would you prefer between CIGI and FSV? Thanks.

Q: Between TRI & FSV & BAM.A which would you prefer for a RRIF? For someone who is looking for a dividend, capital preservation with some growth. Please give reasons for your answer.

Q: At what price would you buy these companies

Q: Could you please give us the 5 best value stocks to put into a RRSP account.

Not worried about diversification or sectors.

Thanks