Investment Q&A

Q: Thank you for my recent question re re-allocation of winners and losers. The above 3 equities represent approx 9% each in my portfolio of 25 in total. If I bring these 3 companies back below 7% each, which companies in either your growth or balanced funds should I add to with the proceeds.

Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria

Q: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.

Q: Could you please provide me with 2 buy and hold Industrial names in Canada and the US. Thank you.

Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.

Q: Hi, Among the three which one would you choose? Fluor seems to have some large projects in the pipeline..Thx. Shyam

Q: Hello 5i,
Both companies reported this past week: I’d appreciate your take on the quarter. I’m building a position in both. Which would be your top pick today.
Many thanks

Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.

Q: My Cash account. My plan is to top up existing positions in the following equities:
LIFE, AD.UN, BNS, WSP.

My thoughts were to buy in this order = LIFE (up overall, small capital loss on paper), AD (up lots, ETF-like stock), BNS (small paper loss), WSP (sensitive to economy-related projects?).

Could you please provide the sequence that you would buy these and why. The funds are available now, but I plan to spread out my purchases over time.

Thanks for your help....Steve

Q: Comments on the RPS situation?

Q: Hi- in a growth long term portfolio, would you own both bam and wsp. Is there any overlap? What percentages are they international?

Q: I'm thinking about selling some of my 8.4% WSP weighting and buying more DOO to increase my weighting to 3%. Would you endorse this move? 2 or 3 weeks ago DOO was down due to a cyber attack and today up 10% due to great numbers...frankly I'm a little dizzy with all this bouncing around. None-the-less DOO seems to be an excellent company. WSP is also an excellent company but the ride seems less bouncy. By-the-way I bought WSP due to 5i"s recommendation. Up 360% to date - so thanks!
Jim

Q: I have recently redeemed some mutual funds that I have held for 20 to 30 years that will produce a significant capital gain for me in 2022. I have several stocks and an ETF that have been purchased in the past few years that are showing losses in the range of $5k to $15k. This includes TOI, U, SOXX, SQ, NVDA, MFI, MSFT, WSP and AMZN. Would you suggest selling these stocks to provide a capital loss that can be applied against my capital gain in 2022? It is my understanding that I will need to wait 30 days to repurchase shares to avoid the denial of the capital loss. If you would suggest selling these stocks and ETF, should I sell now or wait until the end of 2022? And if the stocks and ETF are sold to create a capital loss before the end of 2022, do you see some future in these investments and if so, which stocks would you suggest that I repurchase after 30 days? Thank you for your insights.

Q: What would you consider good entry points for the attached stocks.

Thanks
Tim

Q: wsp reported late Monday. your assessment of earnings was positive. why is it down so much Tuesday am. is there something you missed or interpreted in reading the results

Q: Hi,
I just received notice from RBC that WSP has issued a Treasury Offering of Common Shares, priced at 171.75 Cdn, for a total of $400,013,000. It appears to be for the following:

On June 1, 2022, the Corporation announced that it had entered into a definitive share purchase agreement for the acquisition of the Environment & Infrastructure consulting business of John Wood Group plc (“Wood”) (the “Wood Acquisition”). The Wood Acquisition is expected to be completed in the second half of 2022 and is subject to the satisfaction of customary conditions, including anti-trust and regulatory conditions.

I'm not familiar with this company and wonder what effect it will have on WSP's operations going forward. Any thoughts you can offer would be most appreciated! It appears there would be a hold on shares purchased for a 4 months' plus one day period. I already have shares at a 3.5% weighting and am wondering is this is an opportunity to add, or would it be best to stand aside? would you consider weightings of 5, or even 8% in WSP when taking into account this offer and the recent infrastructure bill in the US?

Thanks for all your hard work!

Dawn

Q: Good afternoon,

I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.

Your service is always greatly appreciated, thank you,

Lisa

Q: I am overweight in these 3 companies. I need to raise some capital by selling some of the shares from one of these 3 holdings. What would be your recommendation? It will not significantly affect my diversification.