Investment Q&A

Q: Hi,
I have $20,000 to top up my TFSA and wonder what would be best considering my above holdings. Should I add to any of the above or can you suggest any other stock or ETF that would be most suitable for growth and preservation. Your advice is most appreciated.

Q: I am looking to reduce my industrial holdings which are LMT (4.7%), CNR.TO (4.4%), MMM (3%), HON (3%) and TT (2.8%). Please rank in sell order and comments.

Q: Kindly provide your top five US listed stocks in the Industrial sector. Please use the following criteria. Mid to large cap stocks. Mid to low volatility. Steady earnings grower. Preferable a dividend but not necessary. Best, Don

Q: Hi Everyone at 5i!!! With Biden’s objective to enhance American infrastructure, what companies and ETFs stand to benefit from this and which would be the best ones to invest in? The list can include the stocks that provide the raw materials to this project as well. Thank you , Tamara

Q: Please rank the above listed stocks and an explanation for #1? I am more focussed on growth as I have a significant time horizon. Also, which account is preferred for the following? Tfsa or rrsp?

Also these are currently my holdings in my tfsa. Would you sell one of the following for one of the above listed stock, or wait for new money? Thanks

Nick

AQN
TD
WELL
NVDA
SHOP
BAM
KXS
LSPD
PLTR
PINS

Q: Good evening,

I’m looking to increase my stock holdings in the industrial sector. I currently own HON at 3% and have a small position in XBC (due to recent declines). I’d like to add 3 long-term stocks and have identified the following as options: CNR, WSP or J, TFII, XYL, ATA, ROP. I can accept higher risk and would like companies that are leaders or doing something new/innovative in their area. I was also thinking of diversifying within the industrial sector. I’m wondering what 3 additions you’d pick at this time, either from my list above or others that I may have missed? I’m also wondering whether I should add to XBC at this point?

Thank you for great this service!

Lisa

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Hi team,

I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?

Thank you for all that you do!

Q: Significant infrastructure is being planned in the U.S., also in the defense sector. Would any of these stocks listed (or others) benefit more or less from this initiative?
Thank you for your insights!

Q: Among these three companies, which would be your objective choice realizing that TT seems to be favored. But have the other two similar potential?
Thank you, Team
(My trading portfolio return was the highest ever last year, thanks to your excellent recommendations!)

Q: HON has done reasonably well and now seems fully valued. CFRA has a sell rating on it and RBC-DI lowered its its opinion on HON’s share price appreciation in November. Would you sell HON, and if yes, why please? Please ignore tax impact. If you would hold, why please? If you would sell, would you replace with another US industrial and if yes, which one(s), given the generally toppy valuations today.

Q: As an income investor with some growth, I have some US money unused in our TFSA accounts. Could you give me some suggestions on US stocks you feel still have good valuations. I am lower in Tech, Consumer and industrial sectors.
Thanks so much!

Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L

Q: I would like to increase my allocations in Basic Materials and Industrials; please provide and rank your top recommendations - stocks and ETF's for both sectors.
Thank you,
Patrick

Q: Hello, when one reads the company profiles of both HON and RTX, there are some similarities but it seems that RTX is more government dependent (government IT contractor, defense, intelligence). If you had to buy just one of these companies, which one would it be? Thanks, Gervais

Q: Hey guys,

My health care and industrial sectors are on the low side (under 10%), please provide the top 3 plays (Canadian or American) in each sector. These picks would be going into a "balance" type portfolio.
Thanks
Jim

Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help

Q: Looking for a replacement to Boeing. My thinking is Raytheon or Honeywell. Does these sound like good replacement or there are better options.
Thanks
Kevin

Q: Held this for some time nice div. but flat on price with the down turn in oil so losing there, held in rrsp,also unrecoverable fees with this stock considering selling and buying a US oil company any suggestions for replacement or do you think the prospects for tot.sa is better than others.

Q: Portfolio Analytics indicates I am over allocated and perhaps over diversified in Financials: BAM.A 2%, BNS 2%, TD 4%, X 2%, BRK.B 4%, MA 6% and Industrials: CCL.B 1%, CNR 4%, NFI 1%, FDX 3%, HON 3%, LMT 6%.
Which positions would you recommend trimming or eliminating?