Investment Q&A

Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?

Q: Greetings. I'm considering some fall cleaning and would value your opinion on each of these (currently underwater) listed stocks. Hold or toss over the side and go trolling for more profitable opportunities? Thanks for your response.

Q: Are these buying ops with recent developments,thanks.

Q: Good day everyone. My holding in the following companies represent 25.11% of my investment portfolio across 3 registered and 1 cash account:
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies

CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies

MLF 4.23 %

Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.

I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.

Much appreciated.

Q: I'd appreciate your thoughts on when to throw in the towel for stocks in taxable accounts. When companies in my registered accounts plateau or backslide, it's an easy decision to move on. I find it much more challenging to sell previously profitable stocks in taxable accounts. By way of example, at one point, I was up some 150% with TFII. That has now slid to just over 100% and it appears it will be a while until this cyclical stock recovers. In instances such as this, do you advise patience...or taking the tax hit and moving onto a company that has a clearer growth profile going forward? Thank you.

Q: DOO has sold off considerably today and is hitting a 52 week low. You have given it a "B" rating. Is this a good entry point and, if not, suggest an appropriate price.

Q: I sold BCE and T some time ago and no have zero communications shares. What do you suggest for telecom exposure today? Also, which consumer defensive companies, preferably Canadian but US is OK too. Many thanks Al

Q: What happens for this company, it just dropped like stone! any news related with this drop? Buy, hold or sell? Thanks.

Q: What are your thoughts on their earnings. I currently have 2%. Do you consider to add more or wait until price settle down after earnings and then buy.

Thanks for the great service.

Q: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).

My portfolio has grown but these are small % and need a top up to have a meaningful impact.

Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?

Thank you

Q: Hey 5i, Last Monday I sent the Sector question below to 5iRinfo because it was a question about the website not a stock. I didn't get a response back from 5i, so I'll ask the question again. I don't think I should lose a question credit for this question.

I am a current member and can't find on your website if 5i does a Stock Sector Weighting chart i.e. today on the TSX what stock sectors should we be Overweight, Neutral and Underweight in? Should I have a heavier weighting in Finance or Technology? I'm sure you get it! If this chart is not there and updated on a regular basis then it certainly should be!!
Thanks for your help.
Cheers,
Chris Thomson

Q: What would you consider to be an ideal entry point for Dollarama Inc. at this time? Thank You

Q: I get it that general-contractors like BDT are exposed to cyclicality in ways that engineering-and-design co's like WSP are not, but then I compare their P/E ratios (20.5 vs 54.5) and wonder if the latter could ever grow as much as the former - or is BDT's low P/E just a fact of life in cyclical sectors, such that it's the one that's growth-limited?

Q: What will it take for BOYD Group to turn their business around and their price to go up to their historical levels.

Q: The Macro Market Models are very interesting. I think I missed the explanation on the "Sector, Size, and Style Rotation" tables which give percentages for each signal i.e., Trim, Hold/Tactical Buy, Buy and Strong Buy". What are these percentages relative to? Thanks.

Q: Thought "ATZ"'s last quarter reported a beat in both revenue and earnings, but the stock reacted poorly, just keeps dropping, don’t know why. Could you please use your magic lens to look at it and diagnose the problem ?

If I have cash to initiate a new buy, which one would you suggest for a long term holding? Thanks

Q: A few days ago Caisse stated it will support Atd in acquisition of 7&I. Aritsan,a major shareholder of 7&I encouraged negotiations with Atd instead of reorganization. This resulted in Atd's rise of $1.20. It appears that the Japanese Gov't will block a take over,however it may allow sale of the N.American stores. Atd has dropped quite sharply since initial offer.In view of foregoing,is it timely to buy/add Atd.What is a good entry price? Txs for u usual great services & views

Q: I have held CN for years. I am considering selling some if not all and perhaps buying CNQ with the proceeds. What is your opinion and would you suggest another stock rather than CNQ?

thank you

Q: After signing up to the Portfolio Tracking & Analysis, ( excellent service, Thanks!)
I need to increase my holdings in the Health care sector and Consumer Defensive industry
US and Can exposure.
Your suggestions are appreciated.
Thank You 5i Team
Heidi

Q: Hi 5i Research Team,

Building a value stock portfolio for both long term and shorter term results (Santa Clause Rally) and looking for potential stocks that could be described as "under valued" and can be classified as recession defensive as well in both Canada and the US. Was wondering if you could list 5 picks from both Canada and the US?

Thanks in advance for your helpful advice!