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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: I am over weight on CSU, WXM, DSG, and SHOP and under weight AW, BEP.UN, KXS, BYD, PBH, and LMN. How would you rank these 6 where i'm under weight to add to in 2025? Are any recommended to hold or sell?
Read Answer Asked by Matthew on December 20, 2024
Q: I have gains and outsized weighting in CSU, DSG, WXM. Planning to rebalance in the new year. I have been building positions in LMN and KXS and have a gain in those. I'm down and have smaller weightings in PBH, BYD, BEP.UN, AW. Which of these 6 would you suggest to add to in 2025?
Read Answer Asked by Matthew on December 19, 2024
Q: Three to five year time frame
Stocks to sell and name to replace with growth stock

BCE, NPI, AW.UN BEPC
Read Answer Asked by Harold on December 04, 2024
Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris
Read Answer Asked by chris on November 26, 2024
Q: I owned 600 shares of AW.UN and was under the impression that the shares would be exchanged 1 for 1 for AW. That is not what appears to have happened. My account indicates I now own 583 shares of AW. iTrade has also changed the apparent purchase price which would suggest that I sold the AW.UN shares and bought the AW shares. Have I misunderstood how this transaction was suppose to take place? Do I have grounds to insist the missing 17 shares be returned?
Read Answer Asked by william on November 25, 2024
Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod
Read Answer Asked by Rod on November 21, 2024
Q: My Consumer Cyclical sector is too low; I need to increase it. What are your Canadian recommendations in this sector at the moment? Thank you
Read Answer Asked by Gervais on November 12, 2024
Q: Hello 5i,
It was mentioned that AW:CA is worth keeping for income. So far I am down $3,000. Is there a reason for this? I know we are not fortune tellers, but after an initial period of indecision would it be expected to go up? Would you suggest an adding to QSR in a U.S. account or another Canadian option? If so what should be considered? Time frame is five years for this 78 year old income investor.
Read Answer Asked by STANLEY on November 12, 2024
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