Investment Q&A

Q: Peter’s question on August 17 made reference to the trimming by 5i of pho and kxs for portfolio management purposes. Are these changes published on this website and available to subscribers? Thanks

Q: I have a question about MSI. I have held MSI for some time and have a significant capital gain. I am currently wondering whether I should be selling some/all of the position based on its high valuation, lack of dividend increases and fairly static stock price. However, I am attracted to its potential stability in a down market and the overall "steady eddy" nature of the business.
May I have your thoughts?
Thanks

Q: Are there any screaming buys for balance & growth investors that have emerged through last 2 month period on Canadian & US market? Please list 6 best buys.

thanks Andrew

Q: I saw this company featured on BNN, a company that is woman owned, and promotes a healthier product. Can you tell me if this is a private or public company. Also do you know of any other companies that are also in this space? Thank you.

Q: Hi 5i Team,
I had to dump TCEHY for a 15% loss today after riding it down from the highs based on continued negative volatility with the stock. I am thinking of buying some of your favorites to replace it, with stable growth in mind. I am looking for companies that have also pulled back recently, and that you consider a good buying opp today. I am looking at initiating a position in CSU, COV, PBH, and possible ADDING to TSGI as I am now down 20% on that one and am thinking that averaging down may be the thing to do here soon. Do you have any other better suggestions or top picks you can suggest? ( I already own TOY, PHO, GSY, FB, BABA, ENB, RHT, HD) Thanks for you input.
Shane.

Q: I am trying to straighten out my portfolio. I have been buying over the past 2 years based on solid companies that offer a good dividend and dividend growth for my retirement (with the exception of mining and gold stocks, which I hold for fear of inflation). I am not sure of when I will retire, but some time in the next 5-10 years. I am fine forgoing growth for security. I do not wish to change my holdings when I retire.

Could you please review my holdings? I have listed them by sector (including the lopsided distribution figures), then in descending order of current market value. Do you have suggestion for those I should sell, or others I should buy to have a solid portfolio of buy and forget dividend income stocks for retirement? Suggestions of sector weights would be great as well.

I know I am asking a lot, so please deduct question points as you see fit.

4% Consumer Cyclical - MG, CGX, CTC.A, PZA
3% Consumer Defensive - SAP, PBH, L
19% Energy - SU, ERF, CVE, HSE
23% Financial - CM, BNS, GWO, SLF, POW
9% Gold - G, YRI, LUN, PSK
15% Mining - FM, TECK.B
1% Heathcare - CVS
1% Industrial - WJA
3% Technology - ET
6% Telecom - BCE
17% Utilities - CU, AQN, BEP.UN, ENB, FTS

Thanks!

Q: Hi, could I please have your current opinion on LULU. They had a good quarter and technically the stock will breakthrough to new highs with a few more % gain. But as you said in the past results have been inconsistent. Do you see guidance and consistency possibly improving, or just a good quarter followed by uncertainty for the next one?

Q: Could you comment on earnings and future outlook please,.
Thanks.

Q: In an answer to a question today,you wrote'There are lots of stocks that worry us'.Is it feasible to provide the names of these stocks?

Q: Morning,
I'm currently up 45% in a RRSP account on TFII. It has become a 7% weighting. Take some profits or ?. Im a long term type investor. What do you think of the company going forward.? Thanks for all the great insights and advice.

Q: I like Saputo's long term chart, which has worked out well for one who invests for the long term like me. Looking out to the future though, how much of a concern is it for you about the Trump administration targeting industries such as the one that Saputo operates in?

Q: Hi Peter & Team. Looking to invest in the AG space. which of these two companies would you recommend for a long-term(5-10 year) holding period. Many thanks Joseph.

Q: Can you please comment on Tucows recent quarter and if your comments back in May - "its buyable for the long term now" - still applies.
Could you also comments on Tricon's recent quarter and if you view this is a positive sign that its potential is finally emerging.

Many Thanks
Scott

Q: Hi 5i,
I was thinking of buying some AFN. I was surprised to see it suddenly pop up today. Do you think it is a good long term buy for income and some growth?

Q: Hi there,

How are the quarterly results from Canada Goose? It appears that the company is doing well internationally. What is your take on the stock and the company? This this a good time to step in?

Also, I own KL which seems to be an outlier in the gold sector. If there was an equivalent to KL, but in the oil space, what would it be?

Thanks!

Q: Given the recent drop in ACB and its price being close to the previous rally levels (Nov/Dec 17) of $6.00 range, do you think that the stock has been sufficiently corrected to justify entry?

Q: In May and July, a couple of members wondered if it was time to move on from STN (and go to WSP) due to non-performance and you suggested it was. do you see anything in this earnings report to suggest a turnaround? I admit to a bit of emotion on this one as STN was once of the first stocks I ever bought. But continuing problems with "legacy" contracts has me questioning management. Time to give up the ghost on this one?

Appreciate your insight.

Paul F.

Q: Thoughts on chemtrade logistics results?

Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan

Q: hi
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois