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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: Morning 5i,
I'm wondering what to do with my shares of BUS that are putting a lot of red on my statement, and so I also wonder if that company might be an attractive acquisition for NFI or any other acquirer out there? Seems like BUS could be gotten pretty cheap.
I look forward to hearing what you think. Thanks!
Peter
Read Answer Asked by Peter on May 06, 2019
Q: Hi Peter and 5i team,
We have 11% cash in our grandsons RESP (age 5) and we want to deploy the money. The listed stocks are currently in his account. What would be a good choice for a new holding or top up a current holding. Thank you for your great advice in the past.
Read Answer Asked by john on April 23, 2019
Q: Hello, I’m interested in buying a 3 % position in nfi. I’m holding back because it was a $60 a share stock not that long ago. I keep thinking if I bought at $50 i would be upset ,because as a dividend stock that pays 4+% it should have some stability with that dividend, assuming nothing is wrong with the company. I have read on your question platform that you do not think anything is that wrong with nfi.
Question is is it a good time to buy with a decent time frame, or stay away, as it seems to be acting like a small cap oil company with no dividend?
Read Answer Asked by Brad on April 22, 2019
Q: Hi Guys,

Should have provided a little more background on my earlier question about risk in the above Consumer Cyclical stocks.

1) I'm happy with sector weighting, and want to keep it at 15% ish. I want to hold these stock for 10+ years while they grow.

2) My view of risk was around which companies would be in trouble given company specific risk like bad takeover, too much debt...etc. I'm not concerned about market downturn as I've been through several and good companies will survive.

3) In order to keep my weighting I was looking for replacement ideas for the riskiest stocks.

Thanks,
Chris M
Read Answer Asked by Christopher on April 22, 2019
Q: Good morning 5i
Thank you for answering my question of April 16 about my wife's TFSA. Among ENGH, SIS and NFI, you suggested to sell NFI. What about TOY which is the only stock showing 9% unrealized loss in her account? Between TOY and NFI, which one should she sell or trim or do selling and trimming on both for a long-term investor? Thank you again! Jim
Read Answer Asked by James on April 17, 2019
Q: With the guiding lights of 5iResearch, my portfolio value has reached all time high. I would like to express my deep gratitude to Mr.Hodson and his team for the great service, knowledge, education and support.
I am a DIY concentrated, unbalanced, buy and hold investor. Not all of my holding stocks fared so well and contemplate a Spring Weed Out. My losing stocks are namely TSGI (-47%, 2% of portfolio), TCL.a (-45%, 0.6%), IQ (-30%, 0.4%), PHO (-25%, 1.1%), COV (-13.5%, 1%), GUD (-7.4%, 2.5%), TOY (-5.1%, 4.5%), NFI (-4.6% 0.5%), and TV (-68%, 0.01%). Please kindly advise if any of the above holdings require chopping or double down and rank them in priority ? Please deduct deduct my question credits as you see fit. Thank you very much.
Bill
Read Answer Asked by Bill on April 16, 2019
Q: Good afternoon Peter, Ryan and others in 5i
Right now my wife's TFSA is down 20%, trailing 12 months return. In her account, she has BCE 11.19%, ENGH 26.04%, NFI 15.53%, SIS 9.41%, TOY 32.49% and MU 4.71%. TOY is down over 9%. And ENGH, NFI and SIS have all dropped from 33% to 81% from their highs. But she bought these three stocks early. As a result, unlike TOY, they are still in positive positions (unrealized gains). She thinks that in TFSA there should not be any stocks going down so much for quite some time. She is thinking of selling or trimming some of them. What is your option on these stocks? Which stocks should she trim or sell? We are seniors at age of 67 and 69, and we don't need to take money out of TFSA for a long time. Could you recommend a few U.S. and Canadian solid growth stocks for her TFSA? We do need to have some consumer discretionary stocks. Could you also suggest Canadian and U.S. stocks in this sector? Maybe three each?
Thank you very much for your excellent advice all eight years since we jointed 5i.
Jim
Read Answer Asked by James on April 16, 2019
Q: Hi 5i,
Looking to reduce some of the risk with the above Consumer Cyclical stocks, I'm currently at 14% portfolio weight with each of the stocks equal in sector weight.

How many would you keep, consolidate and/or replace with new to be sector diversified with less risk?

Thanks,
Chris M.
Read Answer Asked by Christopher on April 15, 2019
Q: I have about 10K of NFI and I'm down about 20% on it (paid close to 12K). Thinking on selling half of my NFI (5K) and using proceeds to buy 5K of Linamar. To spread the risk and also hoping to leverage the potential upside in LNR. NFI pay a 5% dividend though which is attractive (I don't need the dividends yet but at least I get paid to wait). Your thoughts on this ? Stick with NFI or split it between NFI and LNR (I guess which has the better potential for capital appreciation ?).

BTW - Love the new portfolio tools...keep up the good work.
Read Answer Asked by Randy on April 09, 2019
Q: What grade (A,B,C,D,E) would you give to each of the management teams at NFI and GEI. Is there a site that reports on or assesses management effectiveness, performance, track record etc? After all we're essentially investing our money with them when we purchase equities. Is this a feature you would consider adding to the 5i report card?
Read Answer Asked by LARRY on April 03, 2019
Q: Good Afternoon - I currently overweight in Consumer Discretionary stocks and would like to trim the number of stocks held. I am a long term investor (10+) with a healthy risk tolerance. Which in this group are your favourites? Which would you sell first? Thanks. Janet
Read Answer Asked by Janet on April 01, 2019
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