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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: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR
Read Answer Asked by Yousef on March 11, 2020
Q: I have CCL.B in a few of my portfolios; do you think its time to sell and replace? I allocate 50% of CCL.B to Consumer Staples and 50% to Materials. Right now CAE is the only Material security that interests me, are there others that you would recommend, I don't want MX. I have PBH and ATD.B in Consumer Staples and could add to either of these or are there others that I should consider. I'm a buy and hold type of investor; with a growth focus.
Read Answer Asked by stephen on March 05, 2020
Q: "This is the chance I've been waiting for". Based on the market sell-off and a scenario where I have no stock holdings and want to build a new portfolio, which 6 Canadian companies do you believe:
1. have the most short and long term upside potential based on the fact that they are now undervalued
2. have the strongest fundamentals to power them upward
3. are located in the right sectors
Yet still, because of the nature of their business, are somewhat insulated from the current negative market conditions.
Which companies should I buy today?
I thank you for your guidance.
Read Answer Asked by Les on March 03, 2020
Q: Hi guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%
Read Answer Asked by Mark on February 19, 2020
Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe
Read Answer Asked by joe on February 10, 2020
Q: Please recommend a few stocks to deploy some cash. I am hesitant to buy into these strong markets (I'm cheap) but am getting impatient waiting for any kind of correction. Looking for reasonable safety, decent dividend and some growth, irrespective of sector.

Thanks as always
Read Answer Asked by Darrin on January 29, 2020
Q: A highly regarded economist/strategist recently recommended going overweight consumer staples, energy and utilities for 2020. Can you please provide your top picks for these sectors considering their current valuations??
Read Answer Asked by Chris on January 24, 2020
Q: Hi,
I have the above stocks in my wife's account and I'm looking to diversify further. Ultimately, I'm looking to build my own ETF through individual stocks. What else would you add here to fully diversify?

Thanks
Robert
Read Answer Asked by Robert on January 17, 2020
Q: Greetings 5i - I am helping my 29-year old daughter with her TFSA. She has $9,500 to invest and we're thinking about putting it into VFV:CA so she has some US exposure. She currently holds BNS, FTS, PPL and PBH. Alternatively, we were thinking of dividing it between AQN and ATD.B or BAM. Would appreciate your thoughts on what's best for a long term hold. Happy New Year to you all.
Read Answer Asked by Martha on January 06, 2020
Q: Peter, I understand that many of Couche-Tard's convenience stores are anchored by gas stations. Do you foresee a risk relating to (or has the company planned for) the gradual but inevitable reduction in gas-powered vehicles, as EVs replace them? It seems to me that if the Company can commit the capital for, and has the room for, high-grade charging stations, there could be more upside than downside because drivers will be forced to 'kill time' in the stores while their vehicles recharge. But if the Company can't or won't provide charging stations, this would seem to lower its customer base over time. Your thoughts appreciated!
Read Answer Asked by James on December 17, 2019
Q: Portfolio analysis shows that I am underweight in consumer cyclical, consumer defensive, energy, and industrials. Can I get your top picks across these industries. Deduct credits as you see fit. Thanks as always for the great service!
Read Answer Asked by Gregory on December 16, 2019
Q: I am building small trust accounts for each grandchild that hopefully will get them interested and informed in the market.
Can you comment on current holdings and suggest 2 or 3 additional stocks?
Criteria: Canadian, dividend-paying, relatively stable but with growth potential?
Many thanks for your great service.
Read Answer Asked by David on December 11, 2019
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