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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: Im looking to add 1 or 2 new full position (long term hold) into industrial sector. Already have a full position in SIS. What do you guys think are good companies to enter into right now?
Read Answer Asked by Jerry on July 04, 2017
Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim
Read Answer Asked by jim on June 26, 2017
Q: Hi, I want to increase my sector weightings in Manufacturing and Industrial stocks, plus obtain some Income. I currently hold Barrick ($7K); CAE ($37K); CNR ($58K), Intel ($20K); Pfizer($17K)and Wajax ($10K). Looking to invest $40K more in this area, your suggestions would be appreciated. Thanks!
Read Answer Asked by Kim on June 22, 2017
Q: Hi 5i team,

Could you suggest some dividend growth companies that look attractive at current valuations?

Thanks
Read Answer Asked by Keith on June 22, 2017
Q: My industrials currently consist of SIS@4.3%. BIP@ 3.8% and ZCL@3.5%. Each month i have the ability to contribute about 1% of portfolio value. I would like to add to my industrial section. Any suggestions or changes to holdings? Probably happy with three stocks but could add another. Hold about 33 stocks in my balanced portfolio.
Read Answer Asked by Paul on June 12, 2017
Q: 2 question : So bomber has bounced a bit so time for me to suck it up and sell at a 30% loss. Sell now or hold off a few more days to see if it has some legs.

Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.
Read Answer Asked by Tom on June 05, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Cyclical (Discretionary) sector. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.
Read Answer Asked by Terry on May 15, 2017
Q: Hi 5i, can you please advise me if TOROMONT INDUSTRIES (TIH) is a good company to own for the next 3-5 years? This company had appreciation over 100% in the last 5 years and had an approximate gain of 25% in the last 12 months. With the price being around 9% below its most recent high, would you think that it would be a good time for an initial purchase? or can you suggest another company you would recommend in this sector, Thank you for all your help!
Read Answer Asked by Valter on May 15, 2017
Q: Gentlemen,

As you know I have $100,000 face value of the the NFI Convertible Debenture that is now selling at approx $400.

Maturity is June 30, 2017. I am trying to figure out what price to sell them at, given that the stock is selling in Canadian funds and the bonds are price in US funds.

The stock converts at 100 shares per $000 bond, but I am confused by the currency.

To figure out the price that I offer these debentures for sale, do I simply multiply the stock price X's 100 X's the currency exchange rate of 1.37 and divide by 10 to get the price per $100 face value?

The conversion info is here:


https://www.newflyer.com/investor-relations/performance

As you know this is a large trade for me and I don't want to screw up.

Thanks

Sheldon

Read Answer Asked by Sheldon on May 15, 2017
Q: Looking to add 4 positions for growth. I have high energy exposure but can add to all other sectors. High risk tolerance. Long term time horizon. Recommendations?
Read Answer Asked by Chris on May 12, 2017
Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.
Read Answer Asked by Richard on May 09, 2017
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