I would like to move one or two of these from a non registered account to my tfsa in the new year.
Please rank them from a growth perspective (3 to 5 years).
Q: Greetings 5i,
I am looking to reduce my Industrials and hold each of these stocks In various accounts. I would prefer to trim an entire position rather than a portion of each. In what order would you reduce these holdings today? Tax-loss selling is not a factor.
Thank you
SP
Q: I'm looking for long-term hold (>10 year) Canadian engineering firm with significant international operations. Would you prefer Stantec (STN) versus WSP Global (WSP), or another? What would be the main reasons for your stated preference?
Q: Any idea why Metro and Loblaws is down lately? Sales are up. Profits are up. Everyone is sitting at home eating or making something to eat and the stock goes down?
Thanks!
Bryan
Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.
Q: Doing a complete revision of my portfolio and these names came up for consideration.
I would appreciate your input as to whether they could be a good investment at this time.
a big jump in the last few days, any specific news accounting for it?
or investors getting into the hopes of a vaccine speedy recovery?
I have a partial position in it, quite happy with the performance
I noted the volatility too, is it a buy, sell or hold? thanks
Michael
Q: I am trying to learn how to sell losers but it is complicated. Having held BYDDY for a few years I finally sold it just before it shot up this summer (whine). I plan to sell Western Forest Products at a big loss and reinvest the funds. Will you recommend a stock or two for the funds; I'm considering WELL or REAL or both, as I have partial positions in both? Thanks, Cathy
Q: Good day,
I have built my daughter's RRSP with your wise direction. She is up 15 to 25% on BAM;EMA;FTS;L;OTEX;RY; BEP and RBF 1030.(My choice) Wonderful. Thank you. We are down in descending order on ENB;CSH;BCE and MFC.
Overweight in Utilities and Financials but okay with that.
Would you add to the latter group? Add any new ones.
Q: Understanding that time in the market , not timing the market is best approach to long-term gains. And that one should never try to "wait for, or guess, the bottom" to pick up solid stocks, humour me with this scenario -> COVID-19 is gone tomorrow! Albeit with somewhat new reality. But it's effectively off the table as a criteria or condition for stock selection. What are your top 3 industries, and individual names in each industry you'd be rushing out to buy? Feel free to add more than 3 industries and names. I have always been a fan of Info Tech (software) so you can exclude this as I strongly believe that trend is always positive. Thanks.
Q: It appears that SJ has been buying back shares in Sept and Oct. Is this normal or usual for SJ? Obviously when a company does this they think the stock is undervalued and it's best use of capital.
Q: Hi Peter & 5i team,
Currently we hold seven stocks in our grandson’s (age 7) RESP. At this time, we are holding some cash and will be adding more cash in the new year. In your opinion what would be your top 3 ideas for a new addition or adding more to the current holdings.
Thank you for your suggestions in the past.
Q: why is ccl trading near 12 month high. what is your opinion of the future prospects for BAM reinsurance to be created by a special dividend from BAM.A. thanks Richard