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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, Ryan and Team,

In my TFSA, I have FTS, KXS, PBH, PHO, SIS and WPK. Currently I am down on PHO (30 %) and SIS (20%) and the others are doing ok. Do you think the mix is right for a long term outlook? If not, could you recommend what to swap out and replace?

Thanks again for all your great work.

Marvin
Read Answer Asked by Marvin on July 29, 2019
Q: A good chunk of my TFSA was chugging along nicely to the tune of KWH and its nice dividend, but ... alas ... no more!

Thinking of redistributing the money into WCP ... or any of the others in the energy sector mentioned above. Your thoughts?

I've also been toying with avoiding the sector altogether in this account (since I hold Enbridge and Algonquin Power in an RSP) ... and stepping over to Savaria?

The crystal ball question (without holding anybody to account is!) ... is ... which is likely to do better ... the energy picks, or Savaria? (I'm looking for a dividend with some growth in this account.)

If I should avoid ALL of these at the moment, any other thoughts on "growth with dividend"?

Thanks, as always!




Read Answer Asked by Sylvia on July 25, 2019
Q: I am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed
Read Answer Asked by Federico on July 17, 2019
Q: Hi 5i,

Looking to rebalance my industrials listed above. Before asking my question a little background info: Sitting at 10% sector weight with each of the listed stocks at equal weight. I would like companies with manageable debt, conservative growth and mid-large cap, with growing dividends. Shareholder friendly companies are also a nice to have. I also have a 10+ investment horizon.

Questions base on above, and please deduct as needed:

1) Would you continue to hold these stocks?
2) Which ones would have major issues if and when a slow down occurs?
3) Given answers to above, which new industrials would you recommend to replace the above?

Thanks,
Chris


Read Answer Asked by Christopher on July 17, 2019
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: Hi 5i and team
I presently own WSP which ran up to 5% of holdings and SIS. I'm considering selling SIS and adding BYD.UN and or CAE. That move could bring me to 10% industrial. Should i trim WSP and keep industrial to a prefered percentage or Let it run which brings Me to my other question if allowed. I get confused with all sectors ie: cyclical, non cyclical, defensive etc...i would prefer having 7 if possible. I'd appreciate your thoughts with this.
Thanks for your valuable advice as always.
Read Answer Asked by Gilles on July 08, 2019
Q: Hi 5i,
Of the following list which ones will you let go:
PAAS, PHO, MX, SIS, TOY, WEF, NFI, TFII, PBH, and GUD,
and which ones would you keep and why.
I know is not and easy answer, please deduct as many credits as required.
thanks
Fernnado
Read Answer Asked by Fernando on July 08, 2019
Q: Hi, I need to increase my Industrial Sector a fair bit. I started with full positions in CNR, FTT and SIS. CNR has doubled but FTT and SIS are both down, SIS quite a bit.

I started with a half position in WSP and it's up a bit.

What would you do here to increase your Industrials

Thanks
Robert
Read Answer Asked by Robert on July 03, 2019
Q: Hi guys! I asked this question a few days ago and received no reply. Not sure what happened, it could have been on my end. I have equal portions of these 8 stocks in my TFSA. What do you think of these stock selections?
Thank You !
Read Answer Asked by Dean on July 03, 2019
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