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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: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks
Read Answer Asked by David on April 01, 2025
Q: Good day and happy New Year to all the 5i staff. This is my first, and hopefully last multi stock question.

I am really beginning to take Trump seriously about tariffs. His reasons don’t hold up, but I believe he has unstated reasons of his own for wanting to do so. I don’t usually jump quickly but I have a bad feeling and am thinking of selling some Canadian holdings and buying US. I am wondering what you would think of this?

Even if my fear is justified, though, some of the stocks I am considering may do well under Trump’s regime, anyway. The above stocks are the ones i am considering and i would appreciate your views on whether they might do alright under Tariffs? Any other Canadian stocks you might think will react particularly badly?
Thanks for your great service
Read Answer Asked by joseph on January 09, 2025
Q: The adjusted net earnings attributable to shareholders of the Corporation went from $2.19 to $2.03 (down) for the year. Net Indebtedness ratio recovered to 2.06X from 2.47X for the year. Your views after the recent quarter. Does your analysis see any further recovery in the business or indicate selling the stock at this price? Do you thing of taking advantage of this price by getting out of it?
Thanks
Read Answer Asked by Piyush on December 18, 2023
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Read Answer Asked by Eric on May 08, 2023
Q: It appears that Transcontinental published pretty bad numbers for its Q1FY2023 and the market has reacted quite negatively and the drop has been brutal. In your opinion, how bad are these results? In their press release for the quarter they mentioned the printing segment drop considerably. Do you see other problems showing up? They also mentioned they are continuing paying the dividend but in your educated opinion, given these results, is it realistic for them to keep doing so or is it more an eventuality they will cutting it, akin to what happened with AQN. Is it a SELL or HOLD? -- My guess is, it's not a BUY.
Read Answer Asked by André on March 10, 2023
Q: Follow up to my last question - thanks for the answer. Any comments on the sell sequence and timing for ENB, LIF, NTR and TCL.A. I have done pretty well with all of these except TCL.A which is a bit in the red.
Some of these are cyclical, and your guess on when to sell will be better than mine.

Thanks,

Jim



Question:
I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth. I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR. I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks. Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....

Answer:
An easy solution of course is to add one of the four once a month and we would be fine with such a strategy. All four buy proposals will have some sensitivity to rates, and Canada has already indicated rate hikes will pause. The bond market expects rate CUTS in Canada later this year, so finishing purchases in June could end up well.
Read Answer Asked by Jim on February 06, 2023
Q: I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth.

I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR.

I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks.

Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
Read Answer Asked by Jim on February 06, 2023
Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?
Read Answer Asked by Jean-Yves on December 16, 2022
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