Investment Q&A

Q: Recently Bruce Flatt said Brookfield was finding bargains in the small caps. Any thoughts on which companies in the 5i stable would interest him?
Thanks for Enercare.

Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.

Q: HI,
Can you give me your opinion on this stock? Thanks Clare

Q: Would you see a switch from NFI to GDI as worthwhile right now for a growth-oriented portfolio? Also considering TFII.

Q: When you add a stock to your portfolios, do you consider the liquidity of it? Unless you're buying 100 shares or so GDI it is basically unbuyable even with a limit order. You would have an offering of 100 shares all day.

When a sell order is given to all your subscribers--good luck.


Sheldon

Q: I have been looking at GDI for some time. The metrics seem to be a combination of good and bad so I guess it comes down to the issue of management competency?? Like a lot of your subscribers I am a long term investor and put relatively more weight on growth as opposed to dividends. What is your latest take on GDI for a 2-3 year hold?
Thanks, Doug

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

Q: GDI is not in the sexiest of industries but you have to clean everyday so there is always business. Current price looks low, any thoughts for this as a growth opportunity.

Thanks
Jim

Q: What is your insight into GDI Integrated Facility Services please? Is there anything better out there? Do you consider FS to be in this space? Thanks