Investment Q&A

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?

Q: Peter; Re GORDON’s question on the marijuana biz- he might also want to consider the threat by the TSX to delist any pot companies with operations in the US that run afoul of US laws. Rod

Q: In your answers when you state a company's p/e are you referring to the trailing twelve months(TTM) or to the expected current fiscal year or to next fiscal year based on analyst estimates?

Q: What is your assessment of intertape polymer at current price for a 3-5 year hold. Thank you

Q: I am trying to gage if these stocks will surprise us in a positive way let’s say a 6 months to a year from now. In other words I am trying to think ahead of the curve.

-Considering how well Bitcoin has done will hive-tsx.v follow in its footsteps ?

-Solar. No one talks about it so much anymore.  Is this the calm before the storm.  Is this little known stock uge:tsx.v poised to do shout up?

 -Is ostk.n  the next eBay ?  Amazon ? Shopify?

 -Robotics.  Definitely the way of the future .  Are these 2 eft a good buy ? ( Botz and Robo ) . 

 Or are there other companies that are strongly recommend today that would appreciate in stock value ?

Thanks so much for your input.

Barry from Montreal.

Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L

Q: Due to a 200+% rise in share price BIP.UN now comprises 21% of my portfolio. As this is a world wide diversified business, is this something I should pare down and if so How much ? The stock continues to perform well and I am having a hard time justifying selling it in favour of diversification.

Q: Speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs

Q: I bought AGT in order to diversify into the Agricultural space (this is the only investment I have in the Agri sector.) Since I bought the shares AGT kept loosing its value. What is your recommendation? "Sell", "Hold" or Buy more. My inclination was to sell due to its high debt, however when Prem Watsa invested in the company I thought there was some value to be gained. What are your thoughts?

Q: I hold this in my TFSA and currently down approximately $2,000. Should I just accept my loss and sell or hope that it will recover

Dave

Q: Hello team,

A couple of years ago you advised that your 'ideal sector classification' would be as followed:

Consumer Cyclical
Consumer Staples
Retail
Financials
Real Estate
Health Care (CDN)
Health Care (US)
Capital Goods / Industrials
Transportation
Information Technology
Internet / Software
Telecommunication Services
Energy
Gold / Silver
Materials
Utilities

I ask this question every 6-9 months when I am doing sector re-balancing. Given today's market conditions, what would be your ideal weighting for each of these for an investor who has a long time horizon and is a 7/8 out of 10 on the risk scale?

My current weighting breakdown is:

Consumer Cyclical - 12%
Consumer Staples - 9%
Retail - 2%
Financials - 9%
Real Estate - 1%
Health Care (CDN) - 3%
Health Care (US) - 2%
Capital Goods / Industrials - 14%
Transportation - 3%
Information Technology - 8%
Internet / Software - 15%
Telecommunication Services - 4%
Energy - 3%
Gold / Silver - 2%
Materials - 8%
Utilities - 4%

I find myself usually becoming overweight in Consumer Discretionary and Info Tech / Software as most of your top picks are in those categories. Any thoughts on where I should be scaling back / adding to?

Please deduct multiple question credits. Thank you.

Q: On Oct 13 a question referred to a 'forever stock' with CNR being one pick, what are some of the others?

Q: I have 17 YELLOW PAGES LIMITED WTS (Y.WT-C) in my portfolio.
I am wondering what they are and if I should keep them.
Thank you.
Serge

Q: Hi 5i

Looking for some sustainable growth companies that may offer compounding return.

I have been looking at First Service Corp currently priced at 88.85Can.

What are your thoughts about FSV continuing to put up high growth numbers after doing it for two decades? I see by their investor information they have 5% market share; leaving significant share for growth.

Do the estimates you have indicate significant growth trajectory will continue?

Thanks
Dave

Q: Hi Peter and Team,

In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?

As always, your advice is greatly appreciated and valued.

Q: Hi 5i team,
Both PBL and GC are related to the gambling business. Which one will be your preference at this point based on valuation, company strength, competition, and growth for the next 3 years?
Thanks.