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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: Reviewing my portfolio for year end and find myself low in industrials. I currently hold the above stocks and would like your opinion on whether I should increase any or all of the above (currently all equal weighting) or add to this list?
Read Answer Asked by Lyle on December 29, 2017
Q: Hello Peter, Ryan and company!

First off, congratulations on the Balanced Portfolio once again beating the TSX Index! Not an easy feat, since typically most paid money managers cannot.

Looking at 2018, with the U.S. tax reform Bill likely becoming a law today, what stocks covered by 5i benefit from a lower U.S. corporate tax rate and immediate expensing of capital purchases?

Happy Holidays to you and your family,
Angelo
Read Answer Asked by Angelo on December 21, 2017
Q: I have a portfolio modeled after your balanced portfolio with a few additions/ substitutions from the growth portfolio. My wife holds BIP.UN in a taxable account where it may be suitable to take profits this year rather than in the future. Would you sell and replace with either AVO or NFI at the current time? I guess I am asking if you expect more growth from AVO/NFI than BIP going forward. Thanks
Read Answer Asked by Paul on December 20, 2017
Q: I am reviewing my portfolio and find myself woefully short of exposure to industrials. Could you list your 5 favourite Canadian industrials in order of preference. Many thanks and have a great holiday season.
John
Read Answer Asked by John on December 18, 2017
Q: I am trying to understand how NFI deserves an A- rating. Please appreciate that this is a learning opportunity on my part as I`ve made (too many) mistakes in the past. I see a company that has had excellent fundamentals (i.e. 19.7/20.7% revenue/EPS growth) over the past 5 years but only has a 4.9% revenue growth over the next year. The company's balance sheet is so/so. The companies last quarter was disappointing. The big advantage I constantly read about is its backlog (and this is not a sign of growth). This sounds like a company that was great in the past but appears to have few specifics mentioned about having a great future . What is it that we do not see? Your in-depth comments are appreciated.
Thank You.
Read Answer Asked by Walter on December 14, 2017
Q: Good morning Gentlemen.
I need to re-balance my Industrial sector.
Actual holdings BAD 1%, ATA 1.5%, SIS 3.3%, and WSP 3.4%.
By selling BAD (1%) I will have 5% to add to the sector.
Can you please suggest 2 or 3 Can or US solid mid-cap stocks for at least 5 years.
Thanks
Best Regards



Read Answer Asked by Djamel on December 11, 2017
Q: Will these Canadian companies greatly benefit from the US tax cuts and would your recommend any or all of them as buys at this time Are the other Canadian companies you would prefer. Thanks for your terrific service.
Read Answer Asked by Ian on December 04, 2017
Q: I'm thinking of moving on here and an wondering what you might replace it with at today's prices. I also own MG and have done very well so don't need to stay in the auto parts industry. I'm a little light on industrials and materials so either sector would be fine. Thanks again for your valuable service!
Read Answer Asked by Rick on December 01, 2017
Q: With XTC's growth slowing down and NFI's pullback, I am thinking of selling XTC and buying the equivalent value ( 4% of a balanced portfolio ) of NFI. I have a gain of 60% having owned XTC for 5 years. I am interested in dividend growth and stability in the business.
What are your thoughts about the prospects of these two companies 5 years out?
Thanks!
Rob
Read Answer Asked by Robert on December 01, 2017
Q: Disappointed in NFIs stock performance this last month - down about 14%. I regarded this as one of my ‘hang on and ignore’ stocks. I can’t find any negative stuff on it - seems all positive. Is it tax selling this early? I realize it is up on the year so I suppose this could be it. I think I am missing something tho. Pls enlighten me. Thks guys.
Read Answer Asked by Arthur on November 30, 2017
Q: I am looking to add to either my Utilities or Industrial's.

My industrial weighting for Industrial is 11.8% which might be a bit light, and I can add to CAE or NFI.

Or,

Add to my Utilities is also quite low at 4%. I have BEP and ENB there. Should I add to ENB at this time?

As always thanks for the great advice

Lastly, the only REIT I have is a Small Position in Chartwell. Which i have put in Healthcare. I do have Financials at close to 15%, but should I look at my home as a big investment in real estate and not worry about it?
Read Answer Asked by Colin on November 29, 2017
Q: The laggards in my portfolio are currently NFI, CCL, GTE (only oil & gas exposure) and CBL. Would you suggest dumping any of these names/replacing them with other names or would you suggest holding them for now? Thanks for the great service.
Read Answer Asked by Patrick on November 28, 2017
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