skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5I
My holdings include, with total portfolio weights::
ATD.B (4.65%); BYD.UN (5.65%); CP (3.65); CSU (3.50%); GSY (4.6%); WSP (4.20%); ZEM (4.5%)

I have concern about a possible recession and economic slow down, and I would like to structure the equities in my portfolio with a bit more of a conservative and defensive tilt.

I otherwise would want to keep these positions but do you see any of these 7 being less conservative and defensive? With my objective in mind, should any be reduced or eliminated?

thanks for your excellent service.
Read Answer Asked by Leonard on November 19, 2019
Q: Just a short comment on the rails, having been employed at one for my career. These two companies may see volume drop off, but they also have the ability to reduce capex and headcount. In an environment of less traffic, their operating ratio gets easier to reduce. In my mind, very defensive stocks to hold
Read Answer Asked by Kelly on October 25, 2019
Q: I have held CP for some time. After a period of strong increases, in the past few weeks it has pulled back by over 15%. CNR (which I do not own) also pulled back but not to the same degree. This surprised me as general economic conditions still seem fairly positive and I would have expected the rails to continue with strength. Do you see these companies returning to their positive path over the next 3-6 months? Thank you.

Read Answer Asked by Leonard on October 18, 2019
Q: hello 5i:
the railroads are beginning to look a little more interesting to me. While I still think we need at least another 5% taken from the price to become very interested, I wish to know which you'd pick today, knowing you go back and forth on them (you last chose CN in mid-August), and WHY you'd choose the one you do.
thanks
Paul L
Read Answer Asked by Paul on October 09, 2019
Q: Hello:
I am looking for a conservative, growth orientated, low dividend payout company that will give me capital gains. Dividends are a low priority. Any thoughts on CNR, CP or ATD or other companies that would satisfy my objective. Thanks in advance.
Jerry
Read Answer Asked by Jerry on September 17, 2019
Q: Would you please give me your 5 best ideas for momentum stocks in any sector other than tech or healthcare and say why you chose them. A big thank you for all you do for members.
Read Answer Asked by Elaine or Gerry on May 08, 2019
Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?
Read Answer Asked by Dorothy on May 02, 2019
Q: I have a pretty nice gain on WCN in my TFSA. I am thinking about selling it and buying CP. My main reasoning is that WCN is nearly trading at twice the valuation of CP. WCN is probably less volatile but CP, I think, is forecasted to have greater eps growth in 2019.

What do you think ?

Thanks.

John
Read Answer Asked by john on February 12, 2019
Q: I would like to add one railway holding to an already well-diversified portfolio .. given the recent news about CN's development of a bitumen "puck" as an alternative method for shipping crude, which of these two (CNR or CP) would you favour this month? Does this news have implications for pipelines?
Read Answer Asked by Patrik on January 03, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!