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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'm planning to purchase 1 or 2 of the following stocks after the US election. Could you rate these 4 stocks in the order that you would recommend them at today's prices. Also which one is more under valued?
Read Answer Asked by Adam on October 20, 2016
Q: ZCL is a profitable pick of 5I on 8/31 @ $9.99,now $11.21 plus current 2.85% yield.After market close on 10/14,co.announced that its CEO is granted a temporary medical leave of absence to deal with a benign tumour,& that its strong board can handle business during his absence.Please your view on impact,if any.Technically it is very strong.Appreciate your usual great views & services.Looking forward to your mid month report given the volatility & fast approaching US elections.
Read Answer Asked by Peter on October 17, 2016
Q: I would like to make my TFSA more growthy. The candidates I have in my TFSA that I am considering replacing with more growthy names are: TD, IPL and WCP. I own these in a non-registered account as well, but since I can’t take advantage of the dividend tax credit in the TFSA I would like to replace them.

The growthy names I have in my TFSA are DHX.B, ESL, and GUD. I think I have enough of these, so I am looking for other suggestions from your growth and model portfolio. I am considering, CXI, TOY, PBH, ZCL (maybe KXS if it pulls back to the mid-50s). I already own SIS, NFI, OTC, CSU in a non-registered account and think I have enough for now.

What growthy (but not overly risky) stocks would you suggest for a TFSA today for a long term hold?

p.s. I have already maxed out my TFSA contributions. With some cash in the TFSA and the sale of shares I may not have enough $ in the TFSA to buy a full lot(s) of the replacement (e.g sell 100 shares of TD @ $58, buy 200 shares of TOY @ $31.50). I would rather not buy an odd lot (e.g 184 shares of TOY) because I don’t have enough cash in the TFSA, and I can’t add any more $ to the TFSA until next year. Should I wait until I can buy the full lot (i.e. the price falls, or I get dividends to increase cash), wait until January when I can add another $5500 to the TFSA, or find another stock where I can buy full lot(s). What is your opinion on buying odd lots, especially with low volume stocks like TOY and CXI?
Read Answer Asked by Paul on October 06, 2016
Q: I am in my early 30's and wanting to start a TFSA growth portfolio (modeling 5i growth portfolio). I am looking to invest 10,000 today, and 10,000 subsequent years. What names would you suggest to start with today?
Read Answer Asked by Loren on September 26, 2016
Q: I'd appreciate your opinion/suggestions on a few companies that a GARP (Growth At Reasonable Price) style investor should find particularly attractive currently - ignoring sector diversification.

Thank you
Read Answer Asked by John on September 26, 2016
Q: Hi 5i team,

I am diversified in my portfolio but I need one more stock to round out my TFSA. From the companies listed can you please rank in order based on your highest conviction in the company to be able to execute shareholder value over the next 5 years.

Thanks as always,

Jon
Read Answer Asked by Jonathan on September 26, 2016
Q: I submitted this question last Thursday and received the auto response that my question had been submitted but since I haven't received a response I will try again.
My question relate to the income portfolio. We own many stock from the 3 portfolios but now that we are about to retire, we are trying to mimic the income portfolio. I understand that if one already owned ET, SPB, VNR, and DH that we should stick with them however, if one was constructing an income portfolio today can you suggest substitutes for these names? Also, given the dividend that ZCL pays, would it be suitable for an income portfolio?
Thank you.
Maggie
Read Answer Asked by Maggie on September 22, 2016
Q: Do all above companies fall under Industrial? My total weight is 13% Is this too high? I feel that I have too many companies in this sector and may be better to have only 4-5? STN and WSP are similar so would it be better to sell one of these and add to the names that are listed. I am also thinking of selling ET and taking the proceeds to add to the other names now leaving me with 5. Is this a good approach?

Thanks
Dolores
Read Answer Asked on September 22, 2016
Q: Being an income investor looking at the growth portfolio to add some growth ZCL stands out with the 3% yield. TD, Scotia or RBC dont cover it.2 have it in containers and packaging the other in oil/gas services. Have a few questions:
What is the expected growth?
Would it not apparent itself to PUR although not the same?
What is your view/rationnal for this stock?
Better in taxable account or not?
Love your stock picking started a 1% position in february SIS up by 122% since !
Many thanks !
Read Answer Asked by Denis on September 20, 2016
Q: Hi 5i Research team, what do you think of the idea of not strictly using the official sector classification when calculating sector allocation? Would you agree that I split the sector allocation of some companies when appropriate (an option not available for the official classificator)? For example, would you agree with: SIS (healthcare 75% + industrial 25%), ZCL (industrial 25% + energy 75%), TNC (financial 50% + technology 50%), AF (industrials 25% + consumer discretionary 75%)? Thank you, Eric
Read Answer Asked by Eric on September 12, 2016
Q: What would be your order of preference for growth today for these 5 stocks (without risk and sector considerations) Thanx Robbie
Read Answer Asked by Robert on September 08, 2016
Q: Hi 5i team,

From the growth stocks listed above what would be your top 5 for expected stock performance over the next 3 - 5 years.

Feel free to take as many question credits as you feel necessary.

Much appreciated,

Jon
Read Answer Asked by Jonathan on September 06, 2016
Q: Could you please provide your top 5 picks from within the 5i watchlist that have committed to share buybacks.

Thanks for your excellent service!
Read Answer Asked by dan on July 15, 2016
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