Investment Q&A

Q: With Canada embarking on défense spending, which stocks would you be looking at that may benefit in this realm?

Q: hi 5i
Share price has ticked up and seems to have settled at the lower end of the auction price......As the closing date nears and auction closes how would you expect SP to respond.... in general, would a higher auction price be viewed as positive and how do you think shareholder should view the results...

I am a little surprised the shares have not continued upwards a little more positively....

Would the shares price be expected to stabilize at the auction price or just continue their previous trajectory downward after auction close...
thx

Q: Is DOL still a good investment opportunity for a longer term investor, even after today's dandy pop?

Q: Your thoughts on Dollarama's results. They seem to have a lot of pathways for growth. Keith

Q: Is it just the impact of the wildfires causing the big price drop today?

Q: Hello all,

I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.

They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)

Please note, the American equities would be CDRs and hedged.


Here are my questions:

What entry point/range would you be comfortable buying any of these securities listed?

Do you recommend half positions in any of them at this time? Please list.

Taking into account the time frame, are there any companies you would recommend not buying?

Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?

Please mention if there are other securities that might be better in satisfying the stated objective.

Do you forsee any problems with this approach and do you recommend something else to help offset anything?

I know that you don't have a crystal ball but your opinion is appreciated.

Please take as many credits as required.

Respectfully,
Arturo

Q: Hello,

Could you share some insight on why Linamar stock is substantially higher in the past month than Magna? (20% vs 7%)

Thank you

Q: Could you please comment on the acquisition announced by WSP Global of Ricardo, UK for a total price over $500 mln.

For now, it appears that Co has also secured a Loan to finance the deal, but would you rule out an equity offer, in the near term ?

Thank You

Q: Hi,

I bought these two stocks at the same time, last March.
The Cdn WPM gained 17% since, while the U.S. WPM gained more than 22%. Could you explain why ?

Thus, in considering buying SKE, is it better to use the U.S. market ?

Gratefully,

Jacques IDS

Q: Please comment on earning. Thanks a million.

Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.

Q: Hi,

Could you provide a list of promising companies, in order, both Canadian, U.S. and international, for a strong growth in the next five years in the infrastructure field ?

gratefully,

Jacques IDS

Q: These are my 4 roughly equal weighted stocks in my TFSA which represent approximately 2% of total reg.and non reg. accounts. I have taken a barbell approach to this portfolio with EIF and GLXY anchoring the ends.
I have held WELL for several years waiting for that sustained breakout expected ( any day now ? ) and am down 20%. How much more time do I give it ? They seem to be getting all the pieces together and management is respected but I am getting itchy to sell and move on. Wait another quarter ? What will make it move higher without retreating ? What would YOU do if your portfolio ? Finally please provide 3 growth alternatives ( with reasons )should I decide to pull the plug .
Thanks. Derek

Q: Hi Peter & the 5i Team,

In your recent answer to Stephen, you stated that Boyd is in the Industrial Sector of the TSE. Actually, it's in the Consumer Discretionary Sector, as indicated on the TMX website and 5i's Portfolio Analytics.

If one wanted to sell BYD but remain in the Consumer Discretionary Sector, what would be your three best Canadian stocks to consider?

Thanks as always for your assistance.

Q: What are your thoughts on using covered call ETFs to increase the yield of a portfolio?

Q: When you publish your monthly portfolios it would be helpful if you could also publish the end of month dividend yield and price per earnings of the Tsx and S & P 500.
Thank You

Q: Good Morning. Please give me your favourite 5 Canadian $$ non tech companies.

Q: Both TD and J&J have become to large in my RRIF and I need to rebalance and sell some shares. What stocks would you suggest would be good alternatives to both. I do own RBC.

Thanks

Wayne

Q: With the big drop in Lulu after earnings, do you have any concerns that Aritzia could face the same type of struggles?

Q: Byd continues to fall. Its P/E is high and EPS low. Is there a better stock out there in the same sector that you are more comfortable with or do you see a turn around soon? T Steve