Investment Q&A

Q: Have difficulty understanding the sector alllocated for some stocks. For instance I thought NFI would definitely be Industrial but in my BMO portfolio it is classified as cons disc along with DOL - which I get. I want to increase my Industrial sector so could you go thru your three portfolios and list the stocks that would be classified in this sector? Thanks.

Q: What would your 3 favorite growth stocks be going forward (US or Canada) and 3 fav dividend stocks (US or Can)
Tks

Q: Your opinion on AGT, please. Thx.

Q: Dear Gentlemen,
I want to add 2.5% from 10.5% to 13% in the Industrial sector.
At the moment I have the following companies in different accounts
BDI 0.5% (-75%)
MDA 2.4% (-3%)
ATA 1.1% (-20%)
STN 2.7% (-1.3%)
WSP 3.8% (+13.6%)
adding on one or two on these companies or add a new one SIS ?
Your recommendations ?
Thanks
Best Regards

Q: I bought at .30 and been pretty disappointing. It's in my tfsa for growth purposes. Should I move into another name? if so what would you recommend?

Q: Hi Peter & Team!
Please could you provide some company names that should grow really well over the next 10 years and have great management teams. Thanks.

Q: Morning,

Just a question regarding how you determine returns for the model portfolios. Is it based on time weight return (Modified Dietz method), or is it a money weighted return (XIRR).

I'm trying to figure out how to determine my returns on my own portfolios, and have been using XIRR since the beginning, which do you use or suggest for a DIY investor?

Thanks.

Q: Hi guys, I apologise for beating this topic to death but at what percentage of the float do investors start to worry when a stock is being shorted.

Thank you

Q: Doesn't look like anyone has asked a question on AF yet? What's your opinion?
Thanks

Q: I have held this wonderful stock for the last 4 years and am very reluctant to make any changes. However it has become a fairly large position in my equity portfolio i.e 11%. What are the risk/rewards comparing it to an AQN or SIS which are on my radar ( i know they are in different sectors). What would be a comfortable level in a portfolio bearing in mind that I remember you guys suggesting a few years back that a good company should be held indefinitely.

Thanks

Peter

Q: My partner and I are retiring soon on a portfolio of around a million dollars, comprised of more than 50 stocks. Compared to your Balanced model portfolio (22 stocks), the number of stocks I have in my portfolio seems to be too many. I have both large & mid cap stocks (85% of portfolio) and small cap growth stocks (15%) in the portfolio. The percentage I've allotted to each stock is not equal. Some of the smaller riskier stocks could be as low as 1% weighting in the total portfolio. My questions are (1) Is this a good investment strategy to include both balanced safer equity and higher growth riskier equity in a portfolio? (2) What should be the optimal number of stocks in a large portfolio? (3) Is there a general rule of thumb for the weighting of each stock category (large cap, mid cap & small cap)? I want to make sure that what I've done is correct, especially since we are retiring soon. THANK YOU IN ADVANCE.

Q: Moody's have just basically downgraded William Hill's cash flow from Positive to Stable. I believe those ratings agencies may have self-serving motives in doing so but they must be considered nonetheless. The general slant of the article is negative. What is your team's opinion of the article and rating.

Thank you
Clarence

Q: Lumber prices have gone up, housing prices in US doing well, $C is down.
Why these Lumber stocks are not participating?
I own WEF,WFT,ADN what should I do?

Q: Can you provide your current assessment of MXG. Thanx Robbie

Q: Hi Guys,

Am I still fine holding these companies in my U.S. portfolio, DIS, SBUX, V, HD, BRK.B and eft's SPY, QQQ, and VIG (All have a 3% weighting). 5 year time frame and low/medium risk.
My concern is that most of the individual stocks are in the Consumer sectors and I am overweighted in my total portfolio (25%) in these sectors.
thanks,
Jim

Q: Hi,I will retire in six months so will need income and security,which do not always go hand and hand.
I have a 5% position in bam.a,but was thinking of just switching to bip.un for the higher yield. Do you feel bip.un is secure enough on its own,or would you go say, 3% of each?
Also do you have two or three go to names that have 3-4% yields for the 5+ year time frame.
Always seem to have a hard time not to panic sell when the markets or one of my stocks are down over 20%.Should my discipline always be to hang-on if I have quality stocks?
Thanks,great work.

Q: I've been looking at adding some Wajax to my holdings but would appreciate your thoughts first.
Many thanks
Bob

Q: Hi team

I own shares in IBG, WSP, and STN in different accounts. I like the global nature of WSP, its growth potential and dividend. Stantec is probably the safest way to play the sector, pays a dividend and seems to have predictable growth as it seems to be able to integrate acquisitions quite successfully. IBG seems to be recovering and probably has the most upside.

If you had to pick one of these Companies, which would you choose and why?

As always, thank you for your thoughtful analysis.

Don

Q: With the U.S. FED increased potential of raising rates in June and the resulting strength of the USD, can you suggest from the stocks covered by 5i that have an increased potential for capital appreciation?

As always, thanks for the excellent insights,
Angelo

Q: Would like to add one safe stock with good divi to my portfolio. Have sector room for finance and telecom. Trying to choose between BCE & BNS. BCE has a negative with the CRTC regulators forthcoming ruling on the MTB takeover and also encouraging competition. BNS will no doubt be affected by the Alberta problem. Maybe I should be looking elsewhere? Would really appreciate your insight on this as always.