Investment Q&A

Q: Most equity investments I make are made with a long term view (buy and hold). My recent readings of investment material have concluded in many cases that one of the best indicators of long term successful and rewarding investing is to invest in excellent company management. I would consider some examples of excellent management would be JNJ and closer to home BAM. Both of which I currently own.

Given the great many risks (domestically and internationally) currently threatening even a conservative approach to investing. I am looking to identify up to 10 large companies that have clearly demonstrated excellent consistent management capability. Your consideration in helping me with this by identifying some qualifying companies would be most appreciated. My thought is that at least 5 out of 10 would be Canadian and would be large companies.

Thank you

Q: I want to build a 5 stock portfolio in my TFSA (growth stocks, medium risk) Can you please recommend 5 stocks?

Thanks
Luigi

Q: Hello 5iR Team, Many brokerage houses have developed the portfolio structure of identifying a short list of their "Highest Conviction" stock picks. Then they separate them from all of their other "BUY" rated stocks and/or stocks they have selected to put in a portfolio.
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris

Q: Any good investments that u could give me for my TFSA for 2019. I own the following:
in my TFSA:. CAE, COV ,EIF, QQQ, IRDM, KXS, PPL, SYZ, WSP. . I just turned 80. Ernie, Thx.

Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?

Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.

Q: If your main criteria was capital appreciation over the next 3 years,would you choose pki or atd.b?

Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.

Q: Do you have any estimates for earnings for ATD.B for 2019?

Thanks
Mike

Q: Greetings,

ATD is hitting all time highs - i have not seen anything that would be driving this. Have i missed something or is the stock price catching up with the acquisitions and growth?

Q: My mother, presently retired (almost 80) has a little bit of extra savings that I would like to invest in very safe businesses (she has no equity investments at the moment). I am not anticipating much upside, as safety is more important; however, with recent market turmoil there has been no place to hide. As a result a lot of companies, both big and small, both profitable or not, both stable or not have all seen their evaluations erode.
Can you please provide the names of 5-6 Canadian companies preferably in more than on sector (along with a few words explaining why you like these companies) that pay dividends (the higher the better but should not be the only determining factor), that you feel are good companies (and have demonstrated this quality for many years, possibly decades), that have eroded in price for little/no reason and have a good chance of recovering their lost market value.
As an aside, I sometimes feel (without having done any historical analysis) that these are the winners in the long run. They tend to be stable, are of low risk, consistently have some growth, regularly return money (dividends) to their owners, may buy back shares,... And if bought at the right price become pretty good investments with limited risk.
Thank You and Happy Holidays :) !

Q: I am writing to request clarification in your answer to Ray's question earlier today. My understanding is that you recommended selling GSY and replacing it with ATD. Did I understand this correctly? My understanding from your recent reports and Q&As is that you felt that GSY remained a very good pick. Can you please clarify.

Also, thank you so much for your service. You have received a number of questions recently about the market turbulence associated with GSY and your insights have been quite calming. It has been very useful to better understand the details about the (likely short sellers) report on Seeking Alpha.

Q: My weightings in each of the listed companies is less than 2.5%. I wish to eliminate some and build up others to the 2.5% level. What are the strongest candidates to keep and what are the weakest candidates to get rid of. As always, I appreciate your responses. RAM

Q: Hi guys, my question is, do you think that these three companies would be good "sleep at night" stocks over the next five years, if not, could you mention a few that you think would be? I do realize that there aren't any " sleep at night" stocks these days though, thanks.

Q: comments on the quarter please?? Thx

Q: Would their 2025 bond be acceptable for inclusion in a well diversified bond portfolio? Total exposure to ATD within the investment portfolio would remain well below 5%.

Q: For someone focused on income, what 3 or 4 names would you suggest in the Consumer Staples space. All I have currently is NWC.

Thanks.

Q: I would like to buy eiher ATD.b or PKI. Which would you suggest for a better investment, and growth in the next few years.
Thanks for your help.

Q: Would you rank these in order of preference to buy today today? THANKYOU

Q: Hi, I have made some pretty good profits in the marijuana sector but I feel like there's a down turn coming. Can you suggest some companies to invest my profits given the uncertain trade climate and terrifs. Dividends and growth potential are important factors.