Investment Q&A

Q: Regardless of NAFTA the US is going to require lots of lumber to rebuild after their disasters. WEF doesn't have any US mills but the other three do - but it does have a 3% Yield. The others have very low to zero yields. How would you rank these with regard to growth and solid financials over the next 1 - 2 yrs?

Q: I hold cash in my accounts. I would like your view on the companies addressed in this question.
Is it a good timing to initiate a position, what are their growth and safety prospects. Could you rate the above in order of priority.
I value as always your opinion.
Raouf

Q: I would appreciate your comments on WFT's earnings release.

Thank you, Peter

Q: Could you please advise what the analyst's expect for WFP's earnings which are to be released tomorrow morning.

Thank you, Peter

Q: Hi, Our investment portfolios across family are made up of a combination most companies from Balanced Portfolio, some from Income portfolio and a few others like CM(10%- reasons of affiliation), TD (3.5%), CWB(1.5%), JWEL(1.5%), RPI.un(2.5%). Objective is Mostly growth and income.
I am grateful to 5i research team for recommending companies like CSU,PBH,TOY,SIS, KWH.un and CCL.b and providing timely and consistent updates, resulting in substantial gains. Many of these successful companies would have escaped my attention, if not for your valuable advice.

My question is about a few stocks, listed in subject line, which, during my YTD review, continue to show decline in value (although we have in built gains in all of these). Except SYZ and ENB others are inside RRSP's. Does it make sense to liquidate a part of these holdings and deploy capital elsewhere ? Total value of above is about 15% of my portfolio with SYZ being the largest, 6% and GUD being the smallest,1%.

Thanks again for the excellent service !!

Q: What are your thoughts on these two companies, as individual companies and as to the environment that they operate in going forward?

Q: What are your thoughts on the return prospects of BB and RFP? I noticed that Prem Watsa holds significant positions in these two stocks and I am having a hard time understanding the potential of these positions other than a speculative bet, which I don't think he would be making? What am I missing here? Thanks.

Q: I noticed an article about Passive Investing but in the process of validating my email to receive the blog posts, I lost the article. Can you direct me to its location?
Many thanks for helping the "little guys"
John

Q: I have held sox for a year plus in my tfsa for income and growth. I am dead even counting dividends and am unsure whether to hold or sell with upcoming earnings report.Would appreciate your opinion please

Q: I have owned hbc now for 12months and am up 20%.What do you think of the recent news and do you think this is a good time to buy more or sell. I have a 1/2 position in it.

Q: You are very generous in assessing most every company and finding something good on the balance sheet or fundamentals.But i know from experience that there are companies I just should not have bought into for several reasons.Do you have a list of companies that you would not want to be involved in.

Q: Sector Rec Now
Csmr Staples 10 8.4 (LIQ ECI PBH)
Csmr Discret 10 17.8 (GSY NFI ZZZ TOY FRII)
REITs 05 2.8 (BAM.A)
Technology 15 15.3
Financial 15 11.8 (TD NA AGF.B TSU)
Utilities 10 7.1 (FTS KWH.UN)
Industrial 10 12.0
Health 05 5.0
Energy 10 6.8 (PKI ZCL)
Basic Mtrl 05 6.7
Telco 05 0.0
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ETFs (VE VEE VGG) 6.0

Examined my portfolio in relation to recommended Sector weightings. Need to trim back Consumer Discretionary. I like them all; they have done well, except for FRII. I’d like to increase the holdings for Staples, REITs, Util, Energy and Telco. Could you please suggest an equity I might add for each of these five categories? Many thanks.

Q: One of the things you don't get investing in airlines is peace of mind. That being said, I am up substantially on Air Canada over the past few months. I am always watching to see if the steam has run out of its stock rise, however, and it has been trending steadily lower now for the last couple of weeks. Can you tell me if there is any company specific or industry news I've missed which might suggest a problem? Would you recommend this stock today?

Q: Good morning
On september 13th I asked a question about a suggested portfolio set up.
The answer given was:
Canadian growth: CAE, KXS, GUD, TOY, DOL, CAE
Canadian dividend: PBH, ZCL, SIS, FTS, GSY, ENB, ET, BEI.UN, AQN, T
US: CGNX, GOOG, NVDA, COR
For the US could you please clarify which stock is COR ?
Are there any changes to this lineup if initiating positions today?
Thanks
Victoria

Q: Good morning - Is it time to start easing back into the materials sector? I currently have no holdings in that sector. If your are positive on the sector what stock(s) would you recommend. Thanks

Q: Hi. I have a overweight position in BCE which I have a 3% profit plus dividends over the last year. I'm looking to sell half the position to try to get a bit more growth in the next year, while still maintaining a good dividend. Can you suggest a couple names in a sector with a bit more momentum. I already have a lot of financials. Was thinking Chartwell?

Q: I have chosen ten stocks from John Heinzl's dividend growth portfolio which are: AQN-T,AW.UN-T, BCE-T, BMO-T, DGRO-N, EMA-T,FTS-T, T-T, TD-T, TRP-T. From my previous question you had suggested these 10 Canadian dividend stocks: PBH, ZCL, SIS, FTS, GSY, ENB, ET, BEI.UN, AQN, and T. My question is should I invest in the 20 stocks or would I be better off sticking to the 10 suggested by 5I?

Q: It was announced last Friday after the market close that Brookfield distributed over 7M shares of OSB to its fund investors. The stock was $49.70 at the time and is dropping every day to $47.00 presently.
How does this type of distribution play out. What price do those investors pay and do they sell it right away in the open market to cause the share price to decline? Thanks TEAM

Q: Hi 5i Team - Would you be able to suggest a few companies with good growth prospects over the next one to two years. They can be from any sector even all from the same sector if that fits best. Dividends are not needed, in fact it's probably preferable that this type of company not pay a dividend. Any market cap size is fine and stocks not held in any of your three portfolios are fine too. Thanks.

Q: Can you please explain the BBD Airbus deal? It looks like they gave 50.1% away for free... but the market's reaction is positive. Giving away that much of the CSeries for free doesn't seem like a good deal, but was it because they were just screwed otherwise and had to?