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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: I own full positions in these four holdings, and have to sell two by the end of January - the other two will be held for long term. Please recommend which two you would suggest holding, and which two to sell. I'm not concerned about sector balance for this question. Thanks, Kim
Read Answer Asked by Kim on January 08, 2019
Q: In your last response to VNR ( Nov 5) you indicated that you were not too happy with the stock. Do you still feel this way? I have only a 1.8% weight and deciding if I should add to it or sell and put the cash from the sell into CVD and XHY? I do currently own both CVD and XHY but only at a 2.5 % weight. These stock are inside a RRSP.
Thanks
Read Answer Asked on January 08, 2019
Q: Hello Peter, I own both Dollarama and WSP Global. Both have suffered lately, perhaps even more than the market generally. I still have a long investing timeframe and a balanced portfolio. Would you suggest I hang on to these for better future performance or could the capital be better used in other names. Thank you.
Read Answer Asked by James on January 07, 2019
Q: Happy New Year to all
Is it possible that TSGI could double in a year? And GC as well? Or are your comments about them being favorites saying that growth is there but relative only to the volatility and weakness of other stocks.?? I realise this is a tough call...
Thank you
Read Answer Asked by El-ann on January 07, 2019
Q: Happy New Year Everyone at 5i! It is TFSA deposit time and I am looking for an addition to current holdings or a new addition for my son. At present he holds, ATD,BMO,BNS,ZWU,WEED,CCL,FTS,GWO,KXS,NFI,OTEX,PBH,SHOP,SPOT,VGT. His TFSA is going quite well so far (100K) and he has a very long term horizon. Your suggestions are welcome. Please subtract as may question credits as needed. Cheers, Tamara
Read Answer Asked by Tamara on January 07, 2019
Q: My portfolio closely resembles your Balanced Equity model. Last year in January I rebalanced to match, reasonably, the allocations of that model at that rime. Is that a good idea now? Are you planning a rebalance soon?
Read Answer Asked by Fred on January 07, 2019
Q: I have BNS 3% total weight, CCL.B 2.9 % total weight and TOY 1.7 % weight. I have some cash and can add to any of these 3 position. Should I add to all 3 or just add to TOY to bring it up to a 3% weight?
Thanks
Read Answer Asked on January 04, 2019
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