Investment Q&A

Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.

Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.

Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad

Q: I have held a full position in TRI for a short period of time only since Nov. 2020. When I bought it I thought with 3-5 % revenue growth and a growing dividend I would see @ 10% return over time. Since that time it has doubled in share price. Can you help me account for the difference.

Q: I just finished rebalancing in my TFSA and would like to take the extra dollars generated and invest in a conservative growth company for a 3 yo 5 year term. Please rank the names provided including any Canadian favourites of your own.
Much appreciated. ram

Q: Which of these four would you buy for long-term growth?

Q: Hi Team,
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks

Q: Hi I have my RRSP distributed at around 8% or 12% on these stocks, would you change anything , I'm heading to retirement in 7 months from now and like to know if you would recommend any modification. I can sustain drops of 10% , which I handle by doing nothing.
Thank you 5i, you have been good to me!!!

Q: I recently transferred my employer TFSA account to my trading account, so I now manage my entire TFSA. I have many solid growth names, and have XIU and BNS as a dividend/diversification play.

I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.

Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.

Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)

Q: Hello,
I have built up a TRI position in a registered account since 2006, and it has now grown to become just under 10% of the portfolio. I plan on continuing to hold for many more years unless something changes.
Bearing in mind your usual advice about position sizing and over concentration, and understanding that you can't provide personal recommendations, is TRI a company that you would be more comfortable holding in an 8-10% weight, or a 6-8% weight?
Thanks.

Q: HI 5i
For my RRSP which two would you pick today, I own BN. would you buy BAM ?

thank you
Happy new years!

Q: TFSA Investment with 10,000.00 to invest January 1/24.

What stocks Canadian would you recommend with hold 5-10 years earning good dividend rate.

Harold

Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.

Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.

Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?

Thank you,
V

Q: Hello 5i Team,

Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.

Feel free to subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!

Q: Thoughts on buying these here in an RRSP or RESP and forgetting about them for a few years ? Any you would change ? Thank you.

Q: Your comments please on earnings. Do you consider these attractive at current levels.

Thanks

Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks

Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you