Q: I have some Stella Jones at a 30% profit. I would like to sell and invest in wsp for a 2 to 3 year hold. Given the recent weakness and outlook for Stella Jones woould you recommend this strategy for future growth and stability? Thanx.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: SJ is currently the only holding I have categorized as materials. I have about a 10 year time frame. If I wanted to hold only one materials company, would a switch to MX make sense given its better momentum and dividend? Thank you.
Q: Hello 5i team,
PEO stock price peaked at the end of June 2015 shortly after you initiated the growth portfolio. After a significant drop and then a significant rise it just reached the previous 2015 peak. What makes you think that we should expect a higher high?
Thanks,
Antoine
PEO stock price peaked at the end of June 2015 shortly after you initiated the growth portfolio. After a significant drop and then a significant rise it just reached the previous 2015 peak. What makes you think that we should expect a higher high?
Thanks,
Antoine
Q: NWC recently acquired Roadtown Wholesale in BVI. Since Roadtown is private I can't find much info. Sales. margins. Profit. Could you provide what info you have. Thank You
Q: I own mostly BE stocks. I've never used a DRIP plan. Do you recommend it? Or is it better to invest the money received in dividends based on sector/stock allocation and valuation considerations? For context my portfolio is growing and I actively invest what I have, so dividend cash usually does not sit idle any significant stretch of time.
Q: just joined today. want to follow your balanced equity portfolio thinking 20 stocks at 5%. you have more than 20 in the model which ones do I not invest in. As well can you recommend an etf with foreign content (probably us) to complete my portfolio. T steve
Q: Could you please give me the current short numbers on IT. It looks like they have time to cover with Today's announcement. Thanks
Q: Robert Breault and Joseph Litner have dumped a ton of their Photon shares recently. Can you give me the new insider ownership %. Also is this concerning? I know the buy back has cancelled some of these shares out but it seems like a lot more selling then usual.
Thanks
Thanks
Q: Some analysts consider PHO as a cyclical stock, do you agree?
Q: Hi 5i team, Why the halt?
thank you!
thank you!
Q: It seems to me Open Text is one of your top technology stock pick now, and I like it very much too. The only problem for me is that the company seems like to be paying too much to stock price and playing trick with the stock price. It has a split last year, and now it is splitting again. This is in stark contrast with companies like Google, Priceline, Amazon, not to mention Birkshire, etc. Is this a warning sign? I mean two splits in less than a year.
Thanks
Shaun
Thanks
Shaun
Q: Hi there, as part of the new year, I have rebalanced my portfolio with all names in the BE Portfolio with equal weighting. By reading through other's Q&A's and I've broken it down into the following accounts:
UNREG: BNS, SLF, WSP, T, PKI, CGX, ENB
TFSA: CSU, SIS, PBH, KXS, NFI, CXI, TOY, SYZ
RRSP: ATD.B, CCL.B, SJ, WCP, MX, AEM, MG, ENGH
I believe I read you are considering moving a name or two from the growth portfolio over to the BE Portfolio so I have a little bit of cash in my TFSA to make that purchase when the time comes. Based on my breakdown, are there any names you would swap around for maximum portfolio returns?
Thanks so much for your help and for everything your company does!
UNREG: BNS, SLF, WSP, T, PKI, CGX, ENB
TFSA: CSU, SIS, PBH, KXS, NFI, CXI, TOY, SYZ
RRSP: ATD.B, CCL.B, SJ, WCP, MX, AEM, MG, ENGH
I believe I read you are considering moving a name or two from the growth portfolio over to the BE Portfolio so I have a little bit of cash in my TFSA to make that purchase when the time comes. Based on my breakdown, are there any names you would swap around for maximum portfolio returns?
Thanks so much for your help and for everything your company does!
Q: CXI missed earnings and the stock is being hurt for it. Did anything surprise you in their latest reporting? The stock was rated B- a couple of months ago. Would it still be rated at this level now?
Q: Current thoughts for long term hold.
Thanks
Thanks
Q: Good Morning: I hold a very small position in Enghouse and am considering an addition of shares. Your last report was in 2015 when everything seemed rosy but 2016 has seen some challenges emerge. From the Q&A section of your website I get the sense that you are still basically positive about the company. Is it your opinion that they will be able to successfully continue their acquisition strategy and who do you see as their major competitors in this area? As always, thanks for your help. Don
Q: Can you please comment on NFI's latest release detailing their backlog and orders for the upcoming year. Is there any new information here? Do you have any concerns?
Thank you
Thank you
Q: can you please advise what percentage of NFI's manufacturing is doen in the US? Thanks
Q: Is the divdend paid in US $ for AEM?
Thanks
D
Thanks
D
Q: What BE companies would you add to at today's prices? Long term hold. Thanks!
Q: Further to Greg's question re the Balanced Portfolio, would you go ahead and buy the full positions today or stagger the purchases?