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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: In the last few months I have been rebuilding my "taxable" portfolio modeled on your balanced portfolio with the addition of some growth names. I am happy with my overall balance of equities and am now going to change my TFSA from an ETF to stocks. What are your top five picks from your balanced portfolio at this time. Similarly the top five picks from your growth portfolio. I realize you often hate questions like this but I do find your answers interesting. Thanks you for your excellent service!
Read Answer Asked by Paul on April 03, 2017
Q: Gentlemen,
Portfolio question on repeat selections,

In the 5i Portfolios there are some equities that are found in several of the portfolios, eg KXS, ENB, GUD, BNS etc.

Instead of repeat are there no other stocks in Canada that you can add that you like as much/more.

Surely another bank might add more variety on North American economy than the international as Scotia does. Is there no other healthcare opportunity than GUD who seems to be a little slow in deploying its capital?
Are there no other utilities that could diversify ENB? You always mention FTS very favorably.

Why repeat and not diversify with unique selections?

Thanks

Sheldon
Read Answer Asked by Sheldon on April 03, 2017
Q: Hello there,

Recently I had asked about your top 2 favourite growth ideas outside of your Balanced Equity Portfolio/Shopify and GUD and GSY were suggested along with OTEX (however you had mentioned this might give too much weighting towards technology). I presume GSY would still be one of your favourite ideas - but what would replace GUD as your second favourite idea, now that GUD is part of the BE Portfolio (which I have purchased along with CLS on Friday). Thanks so much!
Read Answer Asked by Michael on April 03, 2017
Q: Hi Peter and Team,

Great article in Saturday's Financial Post, Peter!

As a replacement for DH in a TFSA, and disregarding sector, which one of the above three stocks would you buy today? I'm thinking that the recent resignation of PHO's CEO and the subsequent 6.71% decline in the share price presents a buying opportunity, but as always, I value your advice and recommendations. (We already own two of the stocks in your article - GSY and ZCL. Many thanks for that!)
Read Answer Asked by Jerry on April 02, 2017
Q: After market closed on 3/31,Mike Goldstein,acting CEO listed his achievements thank everyone & decided to step down for the betterment of the co.Believe that PHO is on a break out now.Stand by co.& cheer on new management & board.After announcement of new ceo @ 12.05pm,the price of PHO started to decline till the close on big volume.Are there any concerns here?Would appreciate your view on the situation.Txs for u usual great views & services
Read Answer Asked by Peter on April 02, 2017
Q: Hello,

Curious about inside ownership with these two companies. Both have been on a tear for a while, and wondering at what point would a larger company look at buying these up for their growth potential. Would you believe they are takeover candidates or does some characteristic of each make that unlikely?

Regards,

Robert
Read Answer Asked by Robert on April 02, 2017
Q: With the recent changes to the balanced equity portfolio is it now tech heavy or are you considering CLS Consumer Cyclical (Discretionary) to replace CGX because it is a hardware based business and not software?

Thank you.
Read Answer Asked by Terry on April 02, 2017
Q: Good morning 5i Team,

I'm interested to buy a position in CCL B. Please advise if the stock will continue to grow in the next few years. Is it better to buy before the split or after the split in May this year? Is it better to buy the A or B shares? I note the PE is high! What is your opinion on management, ,divident growth, momentum and valuation?

Thank you!
Rossana.
Read Answer Asked by Rossana on March 31, 2017
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