Investment Q&A

Q: Hi there - what would be your preference between these two companies for a 3-5 year hold?

Q: This is for my wife's RRSP, she is now 70 and will soon have to start withdrawing. Have recently sold J&J and have about 17K to re-invest. For the US portion of her portfolio she currently holds: AMTD; FB; AT&T; MSF. For stability (preservation of capital), some growth and growing dividends which of the above which you recommend without regard to sector. If you can suggest another or even two securities with better overall qualities that meet my requirements, I would appreciate your suggestion.

Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks

Q: Good Morning,

I'm looking to add a few more US stocks to my portfolio. I'm adequately represented in tech and financial sectors. Could you give me 4 or 5 names in other sectors where above average growth might be expected.

Thanks for your help,

Dennis

Q: Heat waves, fires etc,. Who would be the biggest public AC company and can you comment on it as an investment. Thanks.

Q: Please deduct number of credits that you deem appropriate. I essentially follow and hold your balanced equity portfolio. It is supplemented with the following US stocks. JPM, STZ, SPOT, NVDA, GOOG, TEAM, UTX, HXL, BIIB and WYNN.

I originally bought WYNN for a trade on the recent dip caused by the Steve Wynn situation. Should I keep it as a long term position or take my profits and look elsewhere.

I have funds for one more position. Do you have any suggestions or should I add to some of the stocks I have.

Are there any of these stocks that you would sell and if so what would you suggest for a replacement.

Thank you for your service! I am sure someone else will ask but please let us know about your thoughts on SIS earnings release. It looked like a miss.

Q: Hi team !
In order to beef up my industrial sector, I am looking for one or two names with the best growth potential, moderate risk for a 2-3 years time frame.
In addition to the names listed above, I am looking at NV5 Global (nvee) and Arcelor Mital (mt). Feel free to suggest other options.
Grateful if you would formulate your recommandations at this time with the reason why and your preference. Do you own any of these stocks ?
Please deduct credits as you see fit.
A grateful Montrealer,
Jacques

Q: WHAT IS YOUR OPINION ABOUT UTX ?.IS NOT DOING WELL
SELL,HOLD OR ADD-ANY REPLACEMENT IF DECIDED TO SELL. THANKS.EBRAHIM

Q: An American stock, but if you have views, may we hear them?

Thank you!

Q: I have US $ Portfolio: FB,SHOP,CGNX,AMZN,NVDA,SQ,NFLX,MA.
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew

Q: Good Morning Peter & Team,

Because of personal rules, I was forced to sell CGNX today when it dipped below -10% capital loss in my portfolio. I now have a chunk of U$ cash sitting in my acct and was wondering if you had any suggestions?

My current US Portfolio has
- Visa
- Wells Fargo
- Time Warner
- BP

Thanks for all you do

gm

Q: Good Morning. I have US $ that I would like to invest. Would you please provide me with your top 5, any sector, growth but not too risky companies?
Thank you.
Cathy

Q: Please provide your top 3 large cap US industrial stocks and your top 3 mid cap US industrial stocks.

Best,
Don

Q: Hi 5i,
Which aerospace/defence stock would you pick for growth in the next few years?

TIA

Q: I am thinking of buying the Swiss industrial company ABB inside my RRIF. It trades as an ADR in New York. I already own UTX and consider HON to be overvalued. I am currently underweight industrials. If you don’t like ABB, what would be your favourite large cap industrial? Doe you know what the tax implications would be for holding ABB in my RRIF - would there be withholding taxes because it is a Swiss company? I seem to recall reading somewhere that Swiss withholding taxes are 30%. Thanks for any info. you can give me.

Q: Hello Peter and team,
I know that you don't generally deal with U.S. stocks, but I would greatly appreciate it if you would identify your top 2 recommendations for each of the following sectors: Industrials, Materials and Technology. Thank you for your excellent service.

Q: I am looking at adding an industrial name in the US. I hold UTX and your 4 Canadian stocks in the balanced portfolio. I was thinking of HXL. Your opinion of this company would be very helpful. Also any better suggestions?

Q: I have virtually no direct exposure to the US market at the moment and wish to rectify that. My risk tolerance is moderate with a minimum hold of 5+ years.
I am considering adding IWO and MTUM to my RRSP plus 2 or 3 other stocks for diversified exposure. What are your thoughts with this strategy and can you provide a couple stock suggestions, your reasoning behind them, and perhaps how best to allocate the funds?
Thanks for the great service.

Q: Good Morning. UTX is approaching 7% of my portfolio and I will soon need to sell some of it for portfolio allocation reasons. I would like to deploy the proceeds to a stock, either Canadian or US based, in the same sector. Do you have some suggestions? thx JR

Q: I have $35,000 total room in our TFSA for my wife and myself, 71 years of age. Together we have 60 equities in our Income portfolios dividend long term investing with a 10 year horizon mostly following the 5i Income portfolio. Not wanting to add new equities should I top to ENB, BCE, UTX. Loblaw, NWC, and SPB to get each up to about 2% weight or follow another venue that you may suggest?
I also have a five year GIC ladder in place, cash resource, and defined pension. I feel that with XGD at 1.82% weight I do not need to add to it.
Thank you
Stanley