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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: In your opinion if Trump cancelled Nafta, which 6 Canadian Co's would be the most affected in order?
Thanks
Read Answer Asked by eugene on November 20, 2017
Q: Hi - I currently own Linamar (4% weight in a 22 stock portfolio) with a small profit remaining. I was wondering about switching to Magna and wondering about your thoughts on this? I'm a growth investor so looking for best prospects for next 12 months. Alternatively, if you feel neither should be held at this point, I'm ok with that as well. Thanks as always.
Read Answer Asked by Doug on November 17, 2017
Q: Hi Peter, I am looking for a growth replacement for CLS and it can come from any of your portfolios. Please suggest your top 3 or 4. I already own PHO, PUR, TV and ZCL in a 29 stock portfolio. Time frame 1-3 year hold.

Many thanks for your candid advice. It has served me well for over 4 years now and I have renewed my membership for 2 more years.
Martin
Read Answer Asked by Martin on October 30, 2017
Q: Hi Peter and team
I need cash from our LIF/RIF accounts and need to decide which stocks to pare. Considering future growth, should I sell equal amounts from ENGH / GIB'A or sell only one , and MG / PBH for another account? Appreciate your help.
Gary
Read Answer Asked by Gary on October 27, 2017
Q: Hi there, I am looking to add 3 of the 5 names to my portfolio. I know you are a fan of all 5 but how would you rank these? I like a balanced approach but am open to growthier names and would be purchasing for a longterm hold. Thanks!
Read Answer Asked by Michael on October 25, 2017
Q: You recently commented that 18% of a portfolio in utilities is fairly high, especially in a time of rising interest rates and might reduce across the board here.
Can you recommend your top 3 stock picks with dividends that you feel will benefit the most in this time of rising interest rates? Not including the big banks.
Read Answer Asked by Curtis on October 24, 2017
Q: Hi, i am looking to add some of these names to my portfolio. I want long term growth. I am young and can hold 5 years plus. Please ignore sector diversification. Can you rank best to worst. Can you also comment on significant valuation differences? IE MG versus NFI or WPK. Is it simply business earnings stability? Because it appears growth in Magna earnings is quite significant even relative to NFI or WPK.
Read Answer Asked by Jordan on October 16, 2017
Q: I have a portfolio that mostly mirrors your balanced portfolio with some stocks from your growth portfolio. In tech I hold PHO instead of SYZ which has worked out great. However in consumer discretionary I hold a 2% position in XTC instead of MG which has not been as great. I also hold TOY (5.6%) and DOO (3.5%) instead of GC. I have a 1.5% cash position to put to work and am trying to decide on adding a half position in GC or adding to XTC. Alternatively I could sell XTC at a loss and buy a full position(3%+) in MG or GC. Your ideas would be appreciated. Thank you
Read Answer Asked by Paul on October 13, 2017
Q: Hi,

What is your list of 5 stocks which seem to you to be irrationally under-priced today?

Thanks,

Gord
Read Answer Asked by Gordon on September 27, 2017
Q: Hello Peter and 5i team,
I have done very well with Linamar and was thinking that it might be wise to switch to Magna at this time. It seems that Magna has a bigger global footprint and a better chance of participating in the electric car movement, especially over seas. Linamar appears more focused on non electric vehicles .
I would greatly appreciate your opinion, thanks
Read Answer Asked by john on September 22, 2017
Q: I am looking for quality canadian companies trading on the us stock exchange. I have some us cash which I would like to avoid the exchange fee. I like canadian companies for the dividend tax credit. Or companies not paying dividend but offering good growth prospects. I already hold csu and tucows under us listings. is Enbridge a good candidate at this time? any other suggestions.
Thank you
Read Answer Asked by francois on September 18, 2017
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