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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: My 22 year-old is slowly building and has a fully contributed 8 stock TFSA portfolio that includes GSY, KXS, PHO, PBH, SIS, BAM.A, CNR and TOY. Given his long timeframe (ideally, decades) this current market chaos will be far behind him by the time he will want to access the funds. That being the case, can you suggest a couple of names where he can direct this year’s TFSA contribution or are there some of his current holdings that you would add to instead of, or in addition to, any new positions?
Many thanks for your help.
Bruce
Read Answer Asked by Bruce on April 01, 2020
Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks
Read Answer Asked by JOHN on February 20, 2020
Q: Recent XYL results and the stock drops 7%. I've held for years and it has been one of my more volatile and poorer performing stocks. Yet even after today's action I'm up 15%.

I really want to own XYL largely b/c I firmly believe we'll need more 'engineered' water solutions. However, I'm ready to sell and try something different.

Please tell me why I should continue to hold XYL and not sell to buy WAT, AWK, DHR or and ETF like PHO.

Thx.
Read Answer Asked by Cameron on February 10, 2020
Q: I would like to buy a stock or ETF that deals with water treatment, possibly desalination, or purifying water. This would be a US holding, but not necessarily aimed at treating water in the US. What suggestions might you have? I thought about American WaterWorks, and would like an idea of what else is out there, especially for desalination treatment. Thank you.
Read Answer Asked by Elizabeth on January 09, 2020
Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,
Read Answer Asked by Yousef on July 03, 2019
Q: Hello 5i: I hold GWR and would like to add to Water specifically. Your ideas would be appreciated. Thank you. Barbara
Read Answer Asked by Barbara on May 03, 2019
Q: Could you please rank these American industrial stocks? Looking for long term growth potential. Thanks
Read Answer Asked by Aaron on April 01, 2019
Q: I've owned XYL for a year or so now and am about even on it. It seems to me to be doing a wonderful job at just about everything it does and yet it seems to be a volatile trader without much overall price improvement in the past 12 mos. I'd like to add more (currently @ 3% of my portfolio) but am waiting for it to go up and stay up...what am I missing?

Cam
Read Answer Asked by Cameron on February 05, 2019
Q: Hi David,
I am looking for a diversified industrial company that I can hold for a two year minimum.
ROP and FTV look interesting -- my thought is to go 50/50.
Do you have a preference or another name to consider?
Thanks,
Raymond
Read Answer Asked by raymond on November 06, 2018
Q: Greetings 5i,

My question is twofold, so please deduct two credits if you see fit.

Given its obvious importance, I am looking to gain exposure to the theme of sustainable water management. My research has led me to XYL as a potential single position, or to PHO as an ETF option. This addition would be weighted as a full position (5%), and would be held long-term (likely 10-20 years).

I am 36 years old, debt-free, and relatively conservative. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.

Given my situation, would you favour a single position such as XLY, or would an ETF seem more appropriate at this time? Furthermore, do you feel as if XLY and PHO are indeed strong representations of the water theme, or is there another option you might suggest?

Thank you.

Read Answer Asked by Lucas on July 23, 2018
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