skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi. Thanks for all the great advise and suggestions you provide. Please recommend 6 to 8 growth stocks that are diversified if possible for a 10 year timeline.. thank you.

Dexter
Read Answer Asked by DEXTER on July 18, 2018
Q: Gentlemen,
I have CLS, SIS & TSGI ruffly equal weight on my TFSA, I have some cash to add.
On which name 5I will suggest to add ?
On my total PF SIS=4.8% TSGY=2.5% CLS=2%
Thanks
Best Regards
Read Answer Asked by Djamel on July 17, 2018
Q: What are your BEST 5 ideas for a TSFA account. Thanks Valter.
Read Answer Asked by Valter on July 09, 2018
Q: What are your recommendations for a 12 (Canadian) stock TFSA from your BE portfolio with a 3-5 yr hold with average to above average risk tolerance? Looking for individual company names.

Thank you
Read Answer Asked by Glen on July 04, 2018
Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you
Read Answer Asked by David on July 04, 2018
Q: What are your top picks in CD and CS
Thanks
Read Answer Asked by James on July 04, 2018
Q: 6/56 5I blog--Tech analysis:consumer staple & telcom stocks breaking out on seasonal cue.In light of a rising rate environment,is it the right time to buy ATD.B,DOL & PBH?.If so,please list your order of preference(best first). The top 10 holdings of XST(cons staple ETF) includes ATD.b(22.35%) & PBH(4.53%).Thanks for u usual great services & advices.
Read Answer Asked by Peter on July 03, 2018
Q: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,
Read Answer Asked by Dean on June 28, 2018
Q: Since it's recent run WSP has become about 3.2% of my portfolio I am thinking of moving some funds to PBH which is 2%. Looking at your company data the earnings growth projected for PBH is 35% whereas WSP is 6.6%. Based on the analyst median prices for each the return from todays price would be WSP -4.93%
and PBH 16.9%. It would appear that PBH has better potential over the coming year however WSP's price performance has been much stronger over the short term (certainly not over a 3yr period).

Would you make the switch? If so which factor would carry more weight: balancing the portfolio, projected return, or price momentum?

Many thanks.

Mike
Read Answer Asked by michael on June 25, 2018
Q: I WOULD LIKE TO FIND A BETTER DIVIDEND YIELD BUT STILL HAVE STOCK GROWTH
WHICH STOCKS WOULD YOU RECOMMEND(TOP 3)
Thanks
Read Answer Asked by gabriel on June 19, 2018
Q: It's getting a little scary to see such huge profits in my portfolio (Cash, TFSA, RRIF). I know you are flexible about percentages, so I'd like your opinion on whether to reduce the following equities and by how much?

SIS 7% ; BABA 6% ; NVDA 9%; SHOP 8% ; ALGN 6% ; DOL 9% ; PBH 9%.
Many thanks for all your thoughtful advice.
Read Answer Asked by Elaine or Gerry on June 19, 2018
Q: Hello 5i. From a portfolio perspective, coud you give me guidelines on what would be a full position depending on the company size/profile. For example, would a full position be the same for COV, PBH and ENB? Thanks to your great recommendations, I have COV at 5%, PBH at 7% and in both case am wondering when it is time to trim. Thanks!
Read Answer Asked by Jean-Bernard on June 18, 2018
Q: Morning, Have held this company for a few years, slight loss over this period. Given the small dividend, lack lustre performance, do you still see this as worthy of patience? Looking long term, prefer a balance between dividend/growth potential. Other suggestions with better future? Thanks, Lavern
Read Answer Asked by Lavern on June 18, 2018
Q: Hi 5i, my portfolio is marching along nicely thanks to your advice. I am questioning holding onto NFI. I am on par and have owned it for about 8 months. Because of exposure to tariffs, I'm wondering if it will stagnate and if a switch to PBH, one of your stock recommendations that I do not yet hold, might have more growth possibility in the coming year(s). Your thoughts are appreciated. Thanks!
Read Answer Asked by Kim on June 15, 2018
Q: Would like your opinion on what company to add to my RRSP. I currently have BNS, TD, BCE, T, TRP, ENB and PFE. Would like some something with growth potential and a small dividend. I notice you seem to like SIS - would that fit in OR can you suggest others I can look at ? Thanks for your help.
Read Answer Asked by JOHN on June 15, 2018
Q: Rising interest rates have definitely put downward pressure on bond-proxy types of companies i.e. those that pay dividends. I am an investor who believes that those companies that pay dividends and have the ability to raise those dividends consistently over time tend to outperform. I would like to purchase 6 such companies for the income portion of my portfolio, and would appreciate the names of your favorite companies that pay, and have a history of increasing, their dividends.
Read Answer Asked by Les on June 15, 2018
Q: Would you expect PBH to hold up as well as Loblaw in a downturn? I hold both as part of my non-cyclical portion of my portfolio but I view PBH's growth prospects as greater and am therefore considering selling Loblaw. I realize that Loblaw is significantly larger although your report shows PBH's shares did hold up well in the last recession. My main concern with PBH is that a significant portion of revenues/profits comes from specialty foods. Would you expect this sector to hold up well in a downturn as I don't know if PBH product mix has changed significantly since 2008? I have no intention of selling PBH - I am just wondering if I can find a better substitute for Loblaw.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 14, 2018
Q: Looking to add to consumer staples exposure. I am looking for best-in-class in the sector. PBH has performed spectacularly, and ATD.B has a great long-term track record, but poor 12-month performance. Leaning somewhat towards PBH, but would like to hear your thoughts. Thanks so much!
Read Answer Asked by Domenic on June 14, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!