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 5i - I have a half position in BPF.UN (that has done well) and thinking about adding a half position in AW.UN (need some more consumer exposure). You have mentioned its preferable to buy into strength rather than negative momentum - what would you recommend here? Or should I just buy PBH? Thanks, Neil
Read Answer Asked by Neil on July 24, 2017
Q: Hi 5i,

I currently have 14% of my portfolio in materials, which include MX (3.2%), CCL (4.25%), ZCL (3.47%) and AEM (2.84%).

I also have 12% of my portfolio in consumer non-disc, which include PBH (4.85%), DOL (3.47%) and ZZZ (3.2%).

For a growth oriented investor with 30 years until retirement what do you recommend as an appropriate allocation to materials and consumer non-disc? I will need to trim my holdings in each of these sectors to re-balance as I feel I am overweight so any suggestions on what should go?

Thank you as always,

Jon

Read Answer Asked by Jonathan on July 21, 2017
Q: Hi Peter and Group. I have just taken some profits on WEF - I needed to lessen my exposure anyway. What is your top 3 stocks I should reinvest in? (regardless of sector) - I am a moderate risk investor. Thanks for the service
Read Answer Asked by Terence on July 12, 2017
Q: Hi 5I just reviewing our positions and two laggards of late are fcr. and exe. Not concerned about holding them but wondering about replacing them for a better dividend or potential growth. Your thought would be appreciated.
Read Answer Asked by Robert on July 12, 2017
Q: I need to increase my holdings of Consumer staples. Please rank the following in order of your preference when the main focus is dividend growth with secondary goal of capital appreciation.
ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A

I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?

Many Thanks

Paul
Read Answer Asked by paul on July 10, 2017
Q: I want to add some stocks to my TFSA and would prefer to have companies with good dividends (approx. 4%) and decent capital appreciation prospects for the next 3 to 5 years. Would you have any names that fit these criteria? Thanks
Read Answer Asked by Glen on July 04, 2017
Q: About a month ago, a member asked about the above companies, and you responded that you considered PBH riskier (although not *that* risky overall). In light of the AMZN move, do you still consider PBH riskier? I hold L, should I switch to PBH? For longterm, hopefully indefinite hold. Thank you.
Read Answer Asked by Walter on June 19, 2017
Q: My 30 years old son has a portfolio mixed with individual Canadian stocks, US ETF.and international ETF. In his Canadian side, he has TD, ECI, AQN, SIS, TOY, KXS, GUD, XEG + WCP.. Currently, his cash reserve can top up two more names. What would you suggest? Thanks
Read Answer Asked by Esther on June 09, 2017
Q: I have opened an RESP for my 5month old with 3K in it (2500 plus 500 from govt). I know its small the first year, but I don't want to add a Canadian ETF as they are too oil and gas and financial focused.

I would like to own some good Canadian growth names that will hopefully be worth a lot when she heads off to school in 18 years and would like to keep it small since it is a small account to start. My idea was the following 7: GUD, SHOP, SIS, T, TD, AQN, PBH. I would like your opinion on them. Would you do anything differently?

Once I own all of the Canadian stocks my plan is to add XAW for world diversification.

What do you think of this idea? Which stocks would you add to the account first? I was thinking of starting with either 3 of 1K each or 4 of 750 each. I pay 7 dollars to buy them which isn't too bad.

What order would you add in?

With only 3K per year in the account it would take 3 years to get the stocks and ETF. I could just add another 2500 to the account now so that I can buy more of it now and be instantly diversified. I would not receive the grant on it but would I still receive future grants?

Read Answer Asked by Carla on June 08, 2017
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!