Investment Q&A

Q: Good morning
3 questions plse take 3 credits

1. I purchased AW.UN at around 44$ a couple of years ago and since then it has now slid to 30$ what will it take for it to regain some value back up to around 44$?

2. BIP.UN looked like it was recovering but now has slipped back into the high 30$ any particular reason for the fall back?

3. Currently own GOOG which cant seem to get any traction but wondering for a long term hold would AMZN be a better buy for long term growth? Which would you buy if only one can be held?

Thks
Marcel

Q: Hi Peter & 5i,
Q1 - CSU and VGT values have caused my TECH sector allocation to be overweight. Knowing you can't personalize weightings and keeping in mind the theory of letting your winners run. Would you see a trim of CSU and VGT and putting those proceeds into GSY as good switch for future growth? Or would I be just shuffling future growth from one sector to another?
Q2 - In showdown of TIH and EIF which one would you recommend for overall future returns? Do you have concerns about the debt levels of EIF versus the EBITDA? No such concerns with TIH.
Thanks always for your great insight and advice.

Q: Hi 5i
How do view CJT earnings today. How does this companys expected performance look going forward. Would 5i be interested in investing at this time. If so why or why not.... At what share price would you be interested....I have shorter time frame of 2 years.

Thx

Q: I have just updated my portfolio analytics and am delighted with the results and the advice from it. 5i has been a big part of that, giving me the insight, information and confidence to make mostly good decisions.

I originally put a 30% allocation for bonds when I started 4 years ago, mostly because that's what was usually advised for those in my position (about 10 years out from retirement).

However, I have put no new money into bonds over that time because the ones I own have been the worst part of my portfolio. They did not act as ballast when the market went down - they seemed more volatile than most of my conservative equities. They also did not go up appreciatively when interest rates rose, and overall, even with the payouts, I'm in the red on these bonds over the past 4 years.

I heard you mention bonds in asset allocation on the recent podcast but I didn't sense any great endorsement of them. Other than the traditionally recommended 60-40 or 70-30 split, can you offer reasons not to sell them off and buy conservative stocks like CN, CSU, BN, etc or else broad-based index funds like XIC, XUU etc.?

Q: LOOSERS. FOXF,PUR-N &( ECR,NTR,CCO,IFP,MTY,NPI,SPB,WELL,WFG)ALL TSE

Q: You hold PKI.ca in the Income Portfolio and ATD in the Balanced Portfolio.

PKI has a higher dividend.

Is there an issue holding both in the same account? Is there any overlap?

Bob

Q: Hello Peter and Team, I am trying to balance my portfolio across geographies. I am wondering how much weight I should give to companies that are domiciled in Canada but have operations in other parts of the world. For example, would I weight Magna totally Canada or would I give it a partial international weighting as well? What about Topicus (Analytics classifies it as Canada)?
Thank you for your insight.
J

Q: For a 5 year time frame, what 3 consumer discretionary Canadian stocks would be a good replacement for Ctc.a, for decent dividend and some growth? And/or, is Canadian Tire a stock I should just hold onto, and look at it ayear from now?

Q: Hi

Do you think it would be a wise move to replace half of our WELL with DCBO?

Thank you

Mike

Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys

Q: Peter,please advise your US & Can stock picks in Feb 20 interview with Chris with a short narrative. Thanks

Q: I owned this stock before the run up to $60.
Did the stock just move on guidance since the last quarter wasn’t that great I thought?
How credible are these predictions? Would that mean few good quarters fort Stantec?

Q: Dear 5i
I`m reading that some analysts see CLS as a stock that won`t do any better than what the market in general is suppose to return , and as such is not worth the investment maybe when compared to other stocks . What would you say ? Also EQB or GSY and why ?
Thanks
Bill C

Q: I have funds for 2 of the above. Please rank 1-4 in the order you would invest today for maximum growth over 5 years. If there is an industrial/materials that has yet to be discussed in the 5i pages that should be considered, then please include. Thanks

Q: Hi...just watched the 2nd part of the podcast....good stuff. Got me thinking. I am trying to reconcile two different issues that I've been thinking about for quite some time.

#1 = Asset allocation and trimming when a position goes from, say, 5% to 10%. That is a 100% return. Where to trim at? I usually trim when a position gets to 6-7%...my own personal risk tolerance, learned from being greedy and hanging on too long. Some positions, like PBH and WSP (currently held since 2012 and 2014 respectively), have each been trimmed over 15 times and are still full 5% positions.

#2 = Letting your winners run. The podcast talked about a position running 100%, which is nice...vs a 1000% run.


Nice problem to have but how do you square these two opposing concepts?

Thanks...Steve

Q: Why the pop in share price after seemingly
OK-ish results? Thanks

Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.

Q: What are the best Canadian and US value stocks to buy currently?
Thanks

Q: SPY has quite a run. Any thoughts on moving some funds over to MDY to gain more mid cap exposure ?

Q: Material Sector - I hold a full position in .LIN and starter positions in EXP CS FCX WFG AEM - all recommended by 5i. I prefer to have a full position in one of these for a long-term [3-5 years] hold. How would you evaluate them [or any other you prefer] and recommend your highest conviction.
Thanks