Investment Q&A

Q: Hi 5i Team,

Im looking to replace PD in my TFSA. I thought I was smarter than the market when I purchased it at an average price above $10. I did little homework on the name and now I'm paying the price. I typically have a tremendous amount of patience with investments. What would you do if you owned this stock? I know there are better opportunities out there, but I feel like if oil moves to the upside this name has a lot of potential.

Thanks,
FP

Q: Consideting adding a full position split between MG and XTC as my industrial sector allocation. Your thoughts! They look too cheap to pass up on.

Q: I still have TNC shares. Do you know when the payout will take place? If it's soon, I'll wait. If not, I'll sell and redeploy funds elsewhere?

Q: As yet, I have not 're-balanced' my portfolio by selling some of Savaria. I still have a significant cash balance and don't really need to. Do you regard it as a sell to some degree, or should I stick with my doubling of this investment. I do have Suncor in my 'Balanced Equity Port.' Perhaps you had it at one time and I missed a sell on it? Should I keep this equity or sell it? One of the few equities I never purchased in my portfolio (it is difficult to buy in my US Schwab international acct). Seeing how it has retracted from highs, do you consider this a value purchase now?

Q: in which order would you sell the above names? Are there any catalysts that might move the stock price in the next couple of months ?

Q: Good morning...first thanks for the great year so far...my question is we have about 18% of our portfolio in u.s. stocks...bac - mfst - fisv - ge - csco - utx - td and nvda...if I was to move these to Canadian stock market what stocks would replace them...I also have a complete weighting in your balanced portfolio ... I appreciate your looking into this for us....

Q: Good day all. I'm noticing increasing activity in the agricultural sector. Do you see an upswing coming for the industry, and what name or two would you suggest owning to participate?

Thanks again.

Q: Input Capital released a Q2 update, streaming contracts, canola sales etc. Are they "turning the corner", "gaining traction", what are your comments on how this story is developing, also valuation? Thanks

Q: I have no metals and little resources in my portfolio. For a one or two year hold, would you recommend any of these and why? or is there something you like better?

Q: Hey 5i team,

It seems as though the solar power industry is gaining traction in the global market, and will continue to do so in the coming years.

With the ever-increasing efficiency of emerging storage solutions to help mitigate problems attributed with solar (ie the duck curve), it appears as though more nation's are beggining to view solar as a feasible option... I'm thinking about the South Australian government's plans for battery storage and India's solar boom.

Can you provide any comments on this trend, and are there any ETF's or indiviual stocks you like, that play the solar market on a global scale?

Always appreciate your input!

Q: What would be a few names you might suggest to replace RDM ( either growth or growth plus income) Thanx Robbie

Q: How would you assess the prospects of these two companies over the next year or so? I am considering swapping them for Constellation Software. Would this be a good move?

Q: Hi,

I’m 67 years old and rely on dividend income. I think it may be time to transform my 45 stock portfolio into something more in tune with my age and risk tolerance. It would hopefully reduce the amount of decisions I would have to make since they say the older we get, the more our decision making skills start to slip.

Right now my portfolio follows a 60% 5i Canadian equity market sector balance, and about 20% US equities and 20% cash. My thought is to create a portfolio with the following asset allocation:

30% Gov & Corp Bonds VAB

15% Canadian Equity VCN or Canadian Div CDZ
15% Individual CDN small & Med cap stocks

10% US Equity VUN
20% US Large cap individual stocks already in Portfolio

10% International Equity VDU & VEE

Your comments would be appreciated.
Thank You
Frank

Q: These four companies are on my watch list. Please list in order of preference for a purchase at this time. Thank you.

Q: My 15 yr old grandaughter has asked me to invest 1k of her hard earned babysiting money for about a 1 to 2yr hold in growth stock (my future as a grandfather may be at stake) I am leaning towards PBH over KXS what would your agree with my choice or would you have a better recomendation?

Q: For the 2 sectors which stocks would you buy, these are the only 2 sectors I am not invested in

As always thanks for your help

Q: I am looking at PJC.A as a take over candidate. My thinking is, as with the purchase of Shoppers by Loblaws, Jean Coutu has a sizeable downtown presence and while Montreal downtown is perhaps not quite as attractive as Toronto downtown, its still a quick way for a retailer to expand their urban presence, and as the Shoppers purchase showed, far cheaper and quicker than trying to do this from the ground up. My question is, is this a reasonable thesis and, perhaps more importantly, is PJC.A good enough and especially safe enough for a longer-term, patient hold, irrespective of the above thesis.

Q: I have 2 questions, feel free to deduct 2 points.

1. I would like to add SYZ and CXI to my portfolio. is this a good time to do so or should I wait for a summer pullback? How much more downside do they have. Should I buy them in my TFSA or non-regsistered? The SYZ dividend could be good for the non-registered?

2. For the IT side of my portfolio I own OTC and SHOP, and assume I'll add SYZ. I still need a 4th stock to make my tech holding complete. What do you suggest would go well with these three? Please note I recently sold Enghouse due to the amazon competition and sold CSU after its huge run the last few years, so don't want to add either of these.

Q: I have substantial capital gains in both of these companies. How exposed are they to the anticipated US actions in the softwood lumber warfare? Would it be prudent to lock in some of these gains?
Thank you for your advice.

Q: Blockchain technology appears to be a potential "game changer". In the last week, both RBC and TMX have made a commitment to use it. Could you build a case in your mind to buy BTL or ACN now? ... buy .both? Neither at this stage?

Thanks.