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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: Hello. I’ve been holding Magna for a couple of years and the stock is down 44%. It represents 1.2% of my portfolio. Would you recommend selling and if so what is another stock in the same sector that might offer a better potential?
Read Answer Asked by Robert on July 12, 2024
Q: Hello 5i,

I am 27 years old. I have approx. $100,000 to start a portfolio. I have established with two positions thus far - 5% each in ATZ & BAM. Considering my age, what companies would you suggest I add keeping in mind my focus being a long term growth with a set-it-and-forget-it strategy?

If possible I would like some good dividend generation names which hopefully do not sacrifice some reasonable capital gains.

If you could suggest which of the recommendations would be better suited (tax wise) to put into my TFSA and why that is so, that would be appreciated.



Thank you Peter & Team


-Andrew
Read Answer Asked by Andrew on July 12, 2024
Q: Hi Group can you please give me your top 3 picks for TSFA ( I am 74 years old but do nor require a dividend unless it fits with your recommendations ( i also have room for $50,000 Cad)

also what your top picks c/w short reason for the picks. for the leading 6 sectors as of today. regardless of US or CAD Thanks for your help it much appreciated
Read Answer Asked by Terence on July 11, 2024
Q: I have had the stocks above for long enough to watch them go up and then retreat dramatically after their last quarterly reports. Any thoughts on if taking advantage of the dip with these three is a good strategy or just hold what I have currently? All are underweight in my portfolio. Thanks.
Read Answer Asked by Stefan on July 10, 2024
Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?
Read Answer Asked by Edward on July 10, 2024
Q: Which one to sell and which one to keep.
DCBO,EIF,PKI,QBR.B,QSR,,CFP,NTR,WFG,IFP.
Read Answer Asked by Nizar on July 09, 2024
Q: Hi. I currently own BN, BTE, CLS, CSU, DRX, ENB, IFC, LMN, MEG, PRL, RY, TOI, TOU, TVE, TVK and WCP in my RRSP account. I have $15,000 and am looking for at least 5 new stocks suggestions regardless of sector with medium risk tolerance and growth oriented. As well, what are your thoughts on holding BTE and TVE? THX.
Read Answer Asked by Dona on July 08, 2024
Q: Hi Peter and Staff

I currently have 9% of my portfolio in O&G (excluding pipelines) and only 1% in materials (NTR)

-would you suggest I drop my O&G a bit to add a miner ?

-if so would you suggest FCX , TECK.B for a long term hold or another name?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on July 08, 2024
Q: Hi Peter and Staff

I sold PBH in favour of PRMW based on your recommendation a couple of months ago -thank you

PRMW had checked back from its high after its merger announcement.

a) what is your case for holding through the merger if there is one

b) are there other consumer staples stocks you prefer over PRMW for a long term hold ar the current time in Canada or the US - I already own ATD and DOL

Thanks for all you do
Dennis

Read Answer Asked by Dennis on July 08, 2024
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