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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, I own CSU,COV,KXS, PLC (-3%), and PHO (-12%), however overall I'm 30% up (thank you), I have an extra 11K to add to my TFSA, would you recommend 1 or 2 stocks to complement my tfsa holdings. I'm 3 years away from retirement, medium risk. Would you get rid of any of my holdings?
thank you
Read Answer Asked by Fernando on February 19, 2019
Q: Overweight in utilities/pipelines. Took profits on CPX & AQN to reduce position and to buy in the consumer non-cyclial space. I currently hold WMT & VGG. I would like to add pure non-cyclical. What’s your opinion on PKI & PLC? Or would you suggest something else.
Read Answer Asked by Roy on January 16, 2019
Q: I am a 65 year retiree and I have app $22000. in a TFSA and I am looking at adding another $3000. Looking at an income portfolio. Can you make a suggestion as to how to balance my portfolio and add to my portfolio.
Read Answer Asked by Suzanne on January 09, 2019
Q: I own all these company in a non-registered account. At the present I am losing money on all of them. These are all strong companies with good to excellent balance sheets. I know that 5i do not want to sell companies that are strong and that have reported a bad quarter. I could sell these a get a tax loss and receive approximately a bit less than a $1000 in tax refund and buy them back in a month or buy other company in the same sector? What should I do?
Read Answer Asked by Paul on December 21, 2018
Q: Can you provide me a list of several dividend stocks that are relatively recession-proof but still have decent yield and potential for long-term growth? I'd like to start investing a bit in dividend stocks a bit each month but am wary of the financial uncertainty that is hovering over us right now.
Read Answer Asked by Dennis on December 04, 2018
Q: Hi 5i, Seasons Greetings. I generally am a buy and hold type but could use some tax losses against earlier gains this year. The above mentioned stocks could be sold and repurchased in early January. Would that be prudent? Is there anything I should not repurchase? Thanks, Ted
Read Answer Asked by Ted on December 03, 2018
Q: You have said that you prefer tsgi over pbl. Looking at the financials the roe, roi, debt, eps growth, price to cf is better at pbl than tsgi. What is the reason for your preference?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?
Read Answer Asked by Jerry on November 22, 2018
Q: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).

I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.

Thanks.

John
Read Answer Asked by john on November 02, 2018
Q: hello, when do the above report and what are the eps/ rev expectations? Thanks
Read Answer Asked by Jordan on November 01, 2018
Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you
Read Answer Asked by Yves on August 20, 2018
Q: I acknowledge that these two stocks operate in two different industries but which one has the best long term prospects for dividend growth?

PLC appears to be more expensive but the business they are in is stable. Good looking chart.

STN has been flat over the past 5 years and perhaps is building a base. Would you agree? Is their water business significant enough to have any impact on their future?

Thanks.
Read Answer Asked by James on August 13, 2018
Q: hello 5i:
I'm interested in PLC (should never lack for business), BUT I notice the company has a so-so record of meeting Operating Earnings, and a dismal record of meeting Operating Cash Flow projections. This doesn't inspire a lot of confidence in the company, and so provides me with a bit of a quandry. Can you comment? Do YOU think the company will be able to achieve or beat projections in the future, as they haven't in the past? Why?
Paul L
Read Answer Asked by Paul on August 09, 2018
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