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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: 5i, in the past answers you were lukewarm to AC, but the stock has performed very well. Given Canada's population make up (international travel) and their new planes, isn't it the great stock to own at this point in time? I owned it from $9 to $13 but didn't follow your rule of not selling a winner stock unless there is a material change.
Read Answer Asked by JR on July 10, 2017
Q: Electric Cars. With Volvo announcing they will only produce Electric Cars in the future and China making statements they will only allow Electric Cars in the future ( a great idea with their pollution ) . What are best plays towards these moves towards electric cars. Lithium, battery manufacturers, Silver what other commodities. How do you make money in the future if all auto manufacturer move more to electric cards as demand builds ? RAK
Read Answer Asked by bob on July 10, 2017
Q: Down on this 5 stocks.AIF(down 9.5%;Real below IPO price),CLS(12%),TV(7%),PKI(5%) & HWO(31%).Add,sell or hold with very short rationale.Appreciate u normal great views & services. Voliate markets. US markets are ok,but TSE has been declining mainly due to energy & materials.
Read Answer Asked by Peter on July 10, 2017
Q: I hold substantially less than 5% of each of the above securities in my diversified portfolio.The sector is not over-represented in my portfolio. I would appreciate your opinion as to which, if any, should be sold because of duplication; and/or to reduce the # of stocks held; and/or because of other specific concerns; and which, if any, should be added to. I do not require the cash from any disposition, am not averse to risk, and, subject to your comments, would reinvest it in this or any other sector which you recommend.Thank you in advance for your usual reasoned response.

Read Answer Asked by Harold on July 10, 2017
Q: I am considering selling my Stantec (STN) stock and replacing with WSP Global (WSP), and indeed wish I had done so earlier. I have reviewed your recent answers on this question (and variations). If I were making an initial investment, it seems clear that I would perhaps lean toward WSP, but given that I currently own STN, should I hold or sell it and buy WSP? This is for a long-term investment seeking growth. (Stantec is currently my only industrial stock and about 8% of my portfolio.) Thanks, and great job.
Read Answer Asked by Christopher on July 07, 2017
Q: Good day Peter and Team, I too am impressed with your ability to limit the number of stocks in your portfolios. As I'm overweight in the financial sector and in the Canadian banking sector we hold BNS, TD, and BMO. I'm thinking of selling BMO at a slight gain, to deploy some extra funds for the Industrial sector where we're underweight. Aside from TNC, would you recommend adding to any of these Industrial stocks: EIF, KBL, SIS, or STN? I'd rather not buy a new Industrial stock unless there are compelling reasons to do so. As always, your advice and recommendations are of great value.
Read Answer Asked by Jerry on July 07, 2017
Q: Would appreciate your comments regarding Globe and Mail article on EIF which raises the criticism that when you take the company's cash flow and capital expenses, as calculated and reported according to International Financial Reporting Standards, the company has never consistently made enough money to pay its dividend. EIF response was that the company's capital expenditures represent "investing in growth.
Read Answer Asked by richard on July 07, 2017
Q: My portfolio is somewhat light on consumer discretionary companies and I see that you favour this sector at the present time. Could you please explain your current support for the sector and suggest a few Canadian and American companies that you believe are fair value with solid growth prospects for the future. As always, I thank you for your appreciated opinions.
Read Answer Asked by Les on July 07, 2017
Q: Hi Peter: I see another question on the % in each of the 10 sectors. Would it be possible for you to add this to the bottom of your 5i Coverage Summary each month with the up and down arrow if you feel a sector weight should be adjusted? I follow your sector %s and believe it helps me to sell high and buy low. The last time I saw this list energy was 5% and industrials was 20%. Thanks, John.
Read Answer Asked by John on July 07, 2017
Q: A year or more back I read an article in the Globe that said if you wanted to exchange currency USD/CAD you could purchase an interlisted stock through an exchange in one country and then sell that stock through an exchange in the other country.

Is this correct and is it that simple? If I held RY, say, purchased on TSE could I place a sell order that specified it be sold on the NYSE? Just like a regular transaction - no phone calls, no special fees?
Read Answer Asked by Peter on July 06, 2017
Q: My original small % positions have become a problem - HWD is up 130% down to OSB (finally) +25%. Would you sell some of each or do you have a preferred listing of keepers?
Thanks for the service.
Read Answer Asked by James on July 04, 2017
Q: I want to add some stocks to my TFSA and would prefer to have companies with good dividends (approx. 4%) and decent capital appreciation prospects for the next 3 to 5 years. Would you have any names that fit these criteria? Thanks
Read Answer Asked by Glen on July 04, 2017
Q: Im looking to add 1 or 2 new full position (long term hold) into industrial sector. Already have a full position in SIS. What do you guys think are good companies to enter into right now?
Read Answer Asked by Jerry on July 04, 2017
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