Investment Q&A

Q: 16% of my portfolio is made up of the above listed stocks.
All are relatively volatile compared to the rest (84%) of my holdings
Do you consider these holdings and their weights to represent excessive risk to a portfolio?
Which of these stocks would you keep and which would you sell to reduce the risk?
Many thanks
John

Q: Please comment on recent results on Aug 7.Reported that its CEO bought $1m worth of shares on Aug 28.Please advise percentage of holdings of CEO & all insiders.Is this a good time to nibble,say 2% of eventual 5%?Between NFI & LNR,what"s your preference?Thanks for u usual great services & views

Q: Just a comment to add to your comments about NFI in a previous question.
While the 40 electric busses ordered by Montreal & Laval may not be significant as compared to the 4,000 they have sold in the last 12 months,
the more important thing is breaking into the Quebec market (probably the
2nd largest market in Canada next to Toronto/Ontario). Lets face it Quebec is notorious for paying whatever price to support Quebec companies. Should these buses perform well it could be very beneficial to NFI.

Q: Would you please provide your assessment of the announcement by NFI.......'Montréal and Laval award Canada's largest ever battery-electric bus contract to New Flyer' Any idea of the financial impact to NFI....Thanks

Q: What are thoughts and expectations on these two for next 3-5 years.are they going to be alright with Trump tariffs or should I look at something else like MTY or Dollarama

Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave

Q: Hi, how will NFI be affected assuming that the 25% tariff comes into effect September 1?
What other companies that you have in your portfolios would be affected most? Are there any companies on either side of the border that could actually benefit from the tariffs?

Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael

Q: I have listed a few comapnies that I believe are in the, let's call it "Tariff Penalty Box". My thinking is as follows:
1) They have already been hurt by the threat of tariffs.
2) If the tariffs do not come, they will 'pop'.
3) If the tariffs do come, they will also move up as the clarity of actual tariffs should ease concerns compared to the threat of nebullous, potential tariffs.

Does this seem reasonable to you? And do you agree that these four should all be on this list and are there others you would add to it?

Thank-you very much.

Q: Prices are down quite a bit from their highs.
Do you think one of the reasons for the decline is a switch by some investors from growth to value?
If so and faced with higher interest rates in the future it might time for you to consider starting a value equity model portfolio
Please comment

Q: I'm looking to add 3 new positions to my TFSA. Which 3 Stocks would you recommend.

Thanks Valter

Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan

Q: hi
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois

Q: I have sold Magna and my question now is what company would you recommend as a replacement. Ernie

Q: Can you please comment on the Earnings for $NFI and how the Market might react.


Thanks Valter

Q: What is your take on the NFI Q2 results, and its forward looking information, just released today? Much appreciated.

Q: Hello, I have the following balanced portfolio....Can you recommend 3-5 additional names with good growth prospects and a decent current valuation that would help bring some diversification. 3-5 year time horizon.

Q: Currently UTX is the only industrial stock in my portfolio and I would like to add two or three more to bring industrials up to 15 to 20% of my total portfolio. I have a very long-term total return focus. What are your favorite industrial stocks (either Canadian or US) at this time? thx

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: I have to sell one of the following stocks in the immediate future...CCL.B, NFI, SIS, CLS, PHO. Based on their growth potential (1 to 2 years) which stock would you suggest selling.