Investment Q&A

Q: What are the 5 top Canadian value stock to buy for the next 5 years.
Thanks Larry

Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.

Q: I hope all is well. Given the current market conditions are there any stocks that in your educated and experienced opinion that look to be just too cheap? Any suggestions for stink bids on some as well? I realize you do not have a crystal ball. Thanks so much. Dan

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: Good morning 5i
I am planning to add one stock to a fairly conservative portfolio with the aim of reasonable growth on a three year time frame at a fair valuation. I have narrowed my thoughts down to four names; Leons (LNF), Power (POW), ATS Automation (ATA) and Magna International (MG).
Please comment and could you give a ranking for growth (10 highest) and risk (10 greatest).
Thank you, David

Q: Considering investing in these six companies equally. Is there any you would not recommend? Please list in order of preference.

Q: I sold off most of my position in Leon in last spring panic, regretting. The stock is down today, is it time to jump back. I cannot find any negative news on it.

Q: Can you list a few companies you think are undervalued today?

Q: I’m considering the addition of LNF, SLF, and EIF to RRSP. Would you recommend buying them at the current levels for 3 years?

Thank you very much for your advice.

Q: What are yours thoughts on LNF now? Stock has been going down this past week! Is the stock still good for income? Thanks! Rossana-

Q: Retired, dividend-income investor. I own the following Cons Staples = NWC, PBH, PLC, as well as I am building a Cons Discretionary position in Leon's.

I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.

Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.

Thanks for your help...much appreciated...Steve

Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.

Q: Can you please advise which one would you consider as a value stock as of today price from your Model, Growth, Income portfolio?

Thanks for the great service.

Q: Which do you prefer for Total Return...long term hold.
Thanks...Steve

Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve

Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.

Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help

Q: Can you provide some ideas for income generation either individual names or etfs that you think look attractive during this market selloff

Q: I currently hold XCD and would like to 2 names for a RRSP , will not be withdrawing money for 10 years and would like to know which 2 names from AW.UN, MG or LNF would you add?
Thanks