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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 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
Q: Hi,
Happy Holidays. Please deduct as many credits as needed. I mainly follow your balanced portfolio, some of your other two portfolios and some US stocks etc. I just transferred my pension to a LIRA and have 30% cash to invest. With this pull back the timing might work out well. Retirement is 12 years away and my husband has pension for the fixed income portion of retirement. I plan gradually start to deploy 20% of the cash (still hold 10% cash for now) and add to all my current half positions and increase my holdings back to full positions that been beaten down such as TCL.A, DOO, NFI etc. I am not sure about adding to the following and wonder if they are a show me story or a good opportunity. Their portfolio weights have dropped to roughly the 1% range all in registered accounts with no tax loss advantage. Would you add to the following or just wait:
FB
Photon
COV
DOL
ENB
BOX
Any other stocks in your Balanced portfolio that that you would not add to at this time? Does this plan sound ok? Any other suggestions/advice
Thanks,
Kerri
Read Answer Asked by KERRI on January 02, 2019
Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
Q: About a month ago, I sold these equities, with the only reason being to take a tax loss against gains I took earlier in the year. This has left me with some liquidity. What do you recommend regarding re-purchasing these companies, or waiting for a more stable or upward momentum. Generally, my portfolio follows your balanced equity portfolio.
Grazi,
c
Read Answer Asked by Claus on January 02, 2019
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