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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: What are your thoughts about these companies, aiming for dividend growth and capital apreciation. Do you suggests any alternatives with similar strategy and sector?
Read Answer Asked by Clayton on October 29, 2020
Q: I do not own these 8 companies from the balanced portfolio and I do have some money to invest. I already have a reasonably well balanced portfolio (except overweight in tech). Dividends are nice but not that important. Is there one you would consider a particularly interesting buy with a timeline of 5 years? Could you rank the top3?
Read Answer Asked by jacques on October 13, 2020
Q: Hi, I have these 3 companies in my new TFSA acct. at about 1.5-2% each. ( I have quite a bit of room to add ).
I like each one and will be adding to each, but would also like to add two or three more for better sector diversity, any suggestions? I do like dividends but not necessary.
Thanks for your input.
Read Answer Asked by Brad on October 01, 2020
Q: Hi Folks,

Looking for your sage opinion please. I've owned CCL Industries for a few years and have done very well - up about 150% in a taxable account (thanks for making me aware of the company years ago). It's not a big holding (2.5% of my equity portfolio). CCL.B seems to be struggling and at one point I was probably up closer to 200%.

My question is should I lose confidence in the company at this point, sell the shares and pay the capital gains tax (I have a fairly low marginal tax rate right now), or should I hold? I do note CCL.B has the early appearance of turning the corner to better results.

Thank you for your opinion and also for the significant investment gains I have made for several years now with 5i's support. Because of you I have done really well on CSU, SHOP, FNV, WSP, ATD.B, IWO as well as others.

Michael
Read Answer Asked by Michael on September 25, 2020
Q: Inflation expectations - which sectors are expected to do well as inflation picks up? Please name your top picks in those sectors.
Thanks for all your advice.
Read Answer Asked by sam on August 11, 2020
Q: I am contemplating to sell GUD and CCL.b from my registered accounts due to their lack of performance. Please advise if the still good to continue hold at the current market conditions ? If not, which one should be sold first ? Thank you. Bill
Read Answer Asked by Bill on August 04, 2020
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?
Read Answer Asked by Steven on June 02, 2020
Q: I am thinking of selling these three companies currently held in a growth portfolio to make way for some higher growth tech names. I do have the cash in my RRSP and could buy these stocks back in that portfolio but wonder if you have any better suggestions? I am particularly worried about CCL.B it has not held up to expectations.
Read Answer Asked by David on May 26, 2020
Q: My Canadian dividend portfolio lacks exposure to materials. I currently hold CCL.B and was considering adding one position in SJ, NTR, or BOS. My goal is owning a good business at a sound valuation with prospects of dividend growth for at a long term. I consider the companies the best in the Canadian universer of stocks when it comes to materials. I am leaning towards NTR, but I am hesitant because I try not to invest in businesses that are very sensitive to commodities prices. Can you comment on these companies, their management, risks, and outlook? What do you think is the best option among the three?
Read Answer Asked by Steve on May 26, 2020
Q: I have held ccl.b and nfi for a number of years and done well, although the last few years have been disappointing. I have just sold my positions in these two companies and am considering cae and tfii as replacements. Your thoughts?
Does Cae’s recent decision to lay people off and cancel its dividend raise concerns or reaffirm its strong management and strengthen its eventual recovery?
Is tfii’s balance sheet strong enough to get through this crisis and given the need to deliver inventory by trucks provide rational for strength during the short term as well as once recovery takes hold?
I have a diversified portfolio which is fairly well balanced by sector and reflects your balanced and income portfolios with a smattering of stocks from your growth portfolio.
Read Answer Asked by Bruce on April 09, 2020
Q: Hi 5i - Im looking at adding top quaity companies at "fire sale" prices. Do you see these 2 companies much higher 5-10 years from now? If not these 2, which companies from your balanced portfolio look most attractive right now? Thanks, Neil
Read Answer Asked by Neil on March 12, 2020
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