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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 5i,
Hold the above companies in my TFSA ($30,000). % holdings around 10% for each, except CAE, OSS TRI, AD which are 3% - 5%.

Looking to deploy $5,000. Looking at d-un, dir-un, Telus & Fortis.

Safety and Income preferred, as in mid 60's. I would certainly welcome any other suggestions.

Thank You.


Larry
Read Answer Asked by Larry on September 05, 2019
Q: Hi, since the time insiders sold their shares at $44.65, few months ago, stock has n't recovered and continues to drift lower, trading at $40 level now, down from the high of $47 touched earlier during the year. Recent quarter was also good and company raised the dividend, but it did n't help the share price. We bought at $44 after secondary was announced, with the objectives of decent income and some growth. Do you see any catalyst to the shares in near term and is it worth to continue to own ? Thanks
Read Answer Asked by rajeev on September 05, 2019
Q: Dear 5i,

I am finally re-balancing some of my portfolio by selling some of my Canadian bank stocks (where I was seriously over weighed). The cash will be reinvested to fill 3 Canadian industry holes I need to fill. From most to least deficits are Consumer Defensive, Consumer Cyclical, and Basic Materials. The only stock I currently own that matches any of those 3 categories is AW.UN. Could you please suggest some quality Canadian stocks to buy to fill each of those 3 holes ? I am a 53 year old conservative investor trying to balance dividend and some growth for long term in stocks that have the brightest futures. I really appreciate your wisdom.
-Nick
Read Answer Asked by Nick on July 31, 2019
Q: I have held both of these stocks for over 5 years. A&W has done well , but not Boston Pizza, I'm about 15% down of the purchase price of BPF. Do enjoy the high dividend of BPF. Both are held in a RRSP account. They are 2.25% and 1.40% of the portfolio. Trying to decide if I should sell Boston Pizza and add to A&W. or move to another stock for growth. I like to buy and hold. Any thoughts would be helpful
Read Answer Asked by David on July 02, 2019
Q: The current issue of Corporate Knights ('The Magazine for Clean Capitalism') spotlights A&W with an interview with its CEO.
Link: https://www.corporateknights.com/channels/food-beverage/plant-burgers-bring-home-bacon-15598137/

The same issue has a comparison of A&W with QSR on certain ethical considerations.
Link: https://www.corporateknights.com/channels/responsible-investing/tim-nashs-sustainable-stock-showdown-battle-burgers-15571521/
Read Answer Asked by Jeff on June 13, 2019
Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.
Read Answer Asked by Larry on May 23, 2019
Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald
Read Answer Asked by Ronald on May 21, 2019
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