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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: I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement?

Thank you

Read Answer Asked by Stephen on October 31, 2017
Q: Been in SIS since 6 Thanks to you. Enjoying the ride and how Company has Grown. You were right on for the last acquisition that ended up being for Span America.
Given the Situation that Savaria sits at now. Where do you see their Plans moving ahead. Plus any other small cap companies like how SIS was couple of years ago that you like right now. Thanks. Barry.
Read Answer Asked by Barry on October 31, 2017
Q: I would like to add to my industrials and can't decide between these two companies. I know you like both. Is there anything that suggests one over the other? I am wondering if given I have enough healthcare already, is that enough to influence me to go with NFI as it is the "purer" industrial play?

Appreciate your insight (and really looking forward to the new website!)

Paul F.
Read Answer Asked by Paul on October 31, 2017
Q: Hi I am looking to do some tax loss selling. DGC DOWN 25%, GUD DOWN 13%, RNW DOWN 5%, ENB down 5% and SIS down 4%.
Could you give me some options to repurchase for each company if I decide to sell any or all of the above?
Read Answer Asked by JEFF on October 30, 2017
Q: Hello Peter,
I am very fortunate to have recently received an inheritance and am considering the following as inclusion into a TFSA. (SIS) Savaria, (SYZ) Sylogist, (ZCL) ZCL Composites, and (XTC) Exco Technologies.
I would appreciate any feedback you could offer regarding these considerations.
Thank you,
Rick
Read Answer Asked by Rick on October 30, 2017
Q: For a 40 year old, starting to save for retirement. Currently have in an RRSP these stocks: TOY, ATD.B SIS and TD. Now have room for two more holdings. Can you suggest 2 or 3 please?
Read Answer Asked by Elliott on October 30, 2017
Q: Good Afternoon,

Can you kindly provide the earnings dates for these companies.

Thanks,
Dave
Read Answer Asked by David on October 26, 2017
Q: Have held both KEY & PPL for 5+ years & enjoyed substantial gains & excellent dividends from both. However, major changes have taken place in this sector and I have decided to move on. In our principal Cash acct we hold KWH.UN, DRG.UN, WSP, PKI, LNR, RY, WPK, SIS, & CHW - all dividend paying. Would appreciate your suggestions for 2 or 3 CDN. replacements. My RIFF investments cover USA, Asia & Europe. Thank you.
Read Answer Asked by Robert on October 25, 2017
Q: Greetings 5i team:

Can you please suggest 3 stocks on a valuation basis that still have a good balance sheet that you consider have the best potential over the long term. If you can draw them from the mid-cap or larger dividend paying universe so much the better, irrespective of sector. Finally, if you could highlight what you see as the biggest risk for each?

Thank-you,
Read Answer Asked by Stephen R. on October 24, 2017
Q: Hi,
I have a fairly balanced long term outlook portfolio. Many of the stocks are safe(r) growth stocks with all drips being used. I am looking to deploy a few thousand $$ for a cheaper, riskier, high growth stock. What would your few (3-5) favorites be for this? Please rank them in order of preference and likely potential growth.

Thanks
Read Answer Asked by david on October 24, 2017
Q: My wife's long term port, TFSA-CCL.b, GUD, KXS, NFI, PBH. RRSP-BNS, CAE, SHOP, SJ, TOY, WSP, 1/2 HWD. 26% Industrials, 18% Materials, 16% Tech. Just added enough cash for 2 more full positions(1 in each account) Can you recommend 2-3 stocks that would be a good fit. Looking for diversified growth.
Thank you!
Read Answer Asked by Derek on October 24, 2017
Q: Hi. I have a overweight position in BCE which I have a 3% profit plus dividends over the last year. I'm looking to sell half the position to try to get a bit more growth in the next year, while still maintaining a good dividend. Can you suggest a couple names in a sector with a bit more momentum. I already have a lot of financials. Was thinking Chartwell?
Read Answer Asked by Jamie on October 19, 2017
Q: "I have 300k to invest, I am 65 and plan to live off the dividends. Should I invest all in or do doll cost averaging? What are your recommendations? Thanks so much for the great advice.
Read Answer Asked by Jennifer on October 19, 2017
Q: My partner has $25k to invest in a new TFSA. Was thinking that 5 stocks of $5k each might be a good initial starting point. Do you agree? And could you make suggestions of stocks to add based on a moderately to aggressive approach. Her other investments inside a RRSP are primarily mutual funds or ETF based. Thanks!
Read Answer Asked by John on October 17, 2017
Q: I am in my late 30's, and I have a long-term time horizon. However, I find myself gravitating towards stocks with stable businesses that pay dividends. I currently own BEP.un, NWH.un, CSH.un, and SLF.
For a long-term, yet somewhat conservative investor, what are some companies that I should consider adding to my portfolio? Thanks in advance!
Read Answer Asked by Jonathan on October 17, 2017
Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L
Read Answer Asked by David on October 17, 2017