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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: You recently answered another question in the following words.
you may be best served by a well-diversified conservative (or even balanced) portfolio. For your equity component (what ever allocation you decide) stay focused on large-cap dividend payers and weight defensive sectors generously.

If I want to stay with Canadian stocks only, please name your top 10 stocks that would fit this bill.

Thanks.
Read Answer Asked by Curtis on November 23, 2017
Q: Hi
I have a 7% position in CSU. Given its size now and past run up, would you suggest switching to smaller cap companies like Open Text or Kinaxis or continue to hang on?
I feel like there would be more growth opportunity in these two smaller companies.
Or would you have any other suggestions other than these three in the same space.
Thanks
Jeff
Read Answer Asked by JEFF on November 16, 2017
Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter
Read Answer Asked by Valter on November 14, 2017
Q: I am curious when CSU was acquired into the Balanced Equity portfolio. You show it as having a return of 508.75% since inception, the highest of all holdings. I have held it since April 28, 2015 and have a return of 51.67%. I try to mimic the Balanced Equity portfolio as much as I can but I know it can hardly be quite the same.
Read Answer Asked by Fred on November 09, 2017
Q: I have the following stocks in an non-registered account with curent weightings between 2.5% and 3.5% : TD, WSP, CSU, TOY and PBH. I would like to deploy a 2% cash.
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...

Thank you,
Read Answer Asked by Julien on November 09, 2017
Q: For a 40 year old, starting to save for retirement. Currently have in an RRSP these stocks: TOY, ATD.B SIS and TD. Now have room for two more holdings. Can you suggest 2 or 3 please?
Read Answer Asked by Elliott on October 30, 2017
Q: Greetings 5i team:

Can you please suggest 3 stocks on a valuation basis that still have a good balance sheet that you consider have the best potential over the long term. If you can draw them from the mid-cap or larger dividend paying universe so much the better, irrespective of sector. Finally, if you could highlight what you see as the biggest risk for each?

Thank-you,
Read Answer Asked by Stephen R. on October 24, 2017
Q: My partner has $25k to invest in a new TFSA. Was thinking that 5 stocks of $5k each might be a good initial starting point. Do you agree? And could you make suggestions of stocks to add based on a moderately to aggressive approach. Her other investments inside a RRSP are primarily mutual funds or ETF based. Thanks!
Read Answer Asked by John on October 17, 2017
Q: Speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs
Read Answer Asked by adam on October 16, 2017
Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.
Read Answer Asked by Graeme on October 13, 2017
Q: David Driscoll was on BNN Market Call early last week, and while killing surplus time at the end of the show he underscored the importance of eliminating correlation risk in a portfolio (also mentioned in his point #6 here: http://www.bnn.ca/david-driscoll-s-top-picks-august-21-2017-1.835439 ). If I understood him correctly, this would mean not holding significant positions in multiple stocks within similar industries or with overlapping product/service offerings, presumably so that if one industry got hit, it wouldn't pummel two or more stocks at once and do damage to the portfolio as a whole.

Is this the thinking behind you not holding CSU and OTEX simultaneously in any of your model portfolios? Are there any [other] noteworthy correlations of this sort between any of the other stocks you cover and routinely recommend?
Read Answer Asked by Peter on October 12, 2017
Q: In discussing buying CSU in less-than-board-lot quantities, you said that "there can be some higher bid/ask spreads, so one needs to enter trade orders carefully." Perhaps this needs to be stated more plainly: *if* you want to buy less than a board lot, *then* set a limit price (i.e., don't buy 'at market'.)

But I know of no other constraint on small-lot trading. I have bought single shares of GOOG and AMZN with the same trading fees as would apply to penny stocks, and been filled at or below my limit price. For that matter, I now find it easier to scale my bids by dollar value than by share count. Much of the mythology around board lot trading seems to be just that: a myth.
Read Answer Asked by John on September 29, 2017
Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?
Read Answer Asked by Mary Ann on September 28, 2017
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