Investment Q&A

Q: Hi 5i Team,

I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:

I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down

My questions are:

1) Would you trim a position in DFY given current market conditions?

2) How do you currently rank the 7 other stocks listed

3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?

These are a held in a TFSA and are planned to be 15-20 year holds

Thanks for the Great Service and Happy New Year!

Colin

Q: Please comment on EIF's latest Q and acquistion of Spartan Mat on Nov7,and going forward Reached $57.69 ATH on Nov 8,then retreated to close at $55.87 - .02 .Buy/add,Hold or Trim. Txs for U usual great services & views

Q: Exchange Income Fund popped this week - do you think it's buyable at the current price for 8%+ annual return including dividend? or do you expect this to be short-term and wait for it to come back near $50?

Q: Gentlemen; EIF has had a very good performance this month. I can't find any news items on the Company to explain the nice move. Do you have any thoughts?

Q: What are your comments for current new money in these small caps

Q: What is your view on EIF.Ca for the next year? I am rethinking the stocks in which I currently have losses. Is this one worth holding or is there one with more growth you would suggest for a well diversified portfolio focussed on growth
Thank you for all your help over the years
Donna

Q: My TFSA is roughly equal parts EIF, LMN, and WELL. MY TFSA is roughly 5 % of total reg. and non registered accounts. I am retired and have used my TFSA for more growth orientated stocks; with limited success. I am looking to replace these stocks ( which I also hold in other accounts ) , with HTA. I hold HTA in other accounts as well. HTA gives me access to 20 of the largest tech stocks and an 8% return which I receive every month ( important to a retiree ). Am looking at doing this in stages with EIF first and then the other two depending on fundamentals, relative value, etc.

Would you do this in stages or in one shot recognizing that I own these in other accounts ?
Your thoughts of HTA as a single holding in a TFSA to be representing 8 % of total portfolios ?

Thanks. Derek

Q: Hello,
What are your thoughts on slate grocery? I'm looking for a dividend stock and this crossed my path.
If not this one, what would you recommend?
Thank you very much

Q: Hi, looking to replace Telus, (I would have a tax loss), could you recommend 2-3 companies that might have a little better prospects going forward,( better growth)and also have a decent dividend. Or do you like Telus and continue holding?
Thanks

Q: Your thoughts on earnings and growth prospects for next 1-3 years

Q: Hello 5i,
What is your take on EIF’s results/conference call? Do you see any “red flags” in there?
Thanks for your insights!!
Cheers,
Mike

Q: What are the 5-7 best quality CDN dividend stocks would you recommend to achieve an above 5% dividend with this latest market correction.

Q: I need to sell three or four of these holdings from an unregistered account in the second half of 2024 starting now.

Can you please recommend a sell sequence and provide rationale.

Thanks,

Jim

Q: Hi, hold enough EIF that I want to divest and diversify. Looking for high growth over the next 4-5 years, but not as interested in dividends. I also hold a fair bit of CSU and gsy, so am thinking along those lines. What would be a good ranking for the following at today's prices (best to worst), and are there another couple additions you'd suggest? Big thanks!
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.

Q: I was doing a high level look at my portfolio in terms of recent vs 3, 5, and 10 yr CAGR and saw what I expected from stellar performers like CSU, TRI, WSP, IFC and DSG. What surprised me was seemingly declining longer term performance (ie pre-dating interest rate changes) from FTS, QSR, GIB.A, and EIF. The balance of the portfolio is holding it’s own or is cyclical or I can see a path to renewed growth/performance. Are the four named really lagging or am I looking at the wrong metrics? If you agree they might be considered to be faltering versus past performance can you suggest “growthier” replacements without going too far out the risk scale? Thank you.

Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.

One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )

thanks/Art

Q: hi 5i, if picking one (today) which one would you choose , for my RRSP.
thanks

Q: I have owned EIF in registered and non registered accounts over the years and generally have been satisfied with its combination of relatively high yield and modest growth. Management seems quite competent in operating their two, quite different divisions of aerospace and manufacturing. However, I am beginning to question their purchase of Northern Mat and now their purchase of a small ( 40 acres ) sawmill in Quebec. They justify their sawmill purchase as a way to integrate with NM and penetrate the Quebec market. Seems and odd approach to me.

The stock has stalled recently and that’s OK but I wonder if they have taken “ their eye off the ball” and may suffer the consequences. This is more of a gut feeling than sound analysis but your thoughts on EIF would be appreciated.
Thanks. Derek.

Q: Setting up a simple-to-manage, taxable account, with the goal of reasonable stability/safety of capital and the generation of tax efficient income of 4-5% (ideally dividends so Canadian Div tax credit can be used) . Could I please get your comments or alternate suggestions on the following:
25% in VDY, ZUT, HTA and the final 25% split between EIF and BAM. I believe all of these distribute eligible dividends, other than HTA which seems to be Return of Capital / Capital gains.
Registered accounts are held in diversified equities.
Many thanks.

Q: Long term holder of SIS and PBH, but would you endorse a switch to EIF over one of those two as part of a long term balanced portfolio?

I know there should be brighter days ahead for both SIS and PBH, but EIF looks appealing....