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: Hi 5i
With the US Congress passing the $1.2 Trillion Infrastructure bill last Friday evening, what sectors and Canadian stocks would you suggest might benefit the most going forward. Thanks
Read Answer Asked by Gordon on November 08, 2021
Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?
Read Answer Asked by Eric on November 06, 2021
Q: To gain exposure to industrials would you prefer TIH, FTT, Stantec or another? Are TIH and FTT similar businesses, meaning would you ever hold both in the same portfolio with a limited number of holdings?
Read Answer Asked by Gerry on November 05, 2021
Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.
Read Answer Asked by Richard on October 25, 2021
Q: What is your opinion on the activist investor situation at CNR? I remember when this happened with CP a few years ago. Even though I never bought in, the stock did very well in the years following Hunter Harrison being appointed CEO.

I'm asking because I am currently light in industrials, I have postions in TT, WSP, TFI, XYL. I was considering a position in CNR for my RRSP.
Read Answer Asked by Ed on October 21, 2021
Q: Retired, dividend-income investor, who usually follows a fully invested, buy-and-hold strategy for the long term but trims-adds around core positions to achieve the targeted asset allocation. I currently have <4% cash in the combined family portfolio.

Question #1 = for new monies into my wife's account as they become available, please rank the order in which you would invest into BCE, LNF, NWC....and why? I'm looking at where is the most Total Return upside over the foreseeable future. Ignore asset allocation, I've got that covered.

Q#2 = ditto for my account, please rank for new money investment into LIFE, ZRE, BNS, WSP...and why?

2 questions...please deduct 2 credits.

Thanks for your help, much appreciated.....Steve
Read Answer Asked by Stephen on October 13, 2021
Q: I bought REAL in juin 2020 and have averaged down on the way, ending with a large loosing position. Lesson learned about averaging down!

How do you consider the outlook for REAL? It missed estimates, but how do you like the growth, the balance sheet and the valuation actually?

Im wondering if i hold longer or if i trim around 1.5%?

Im considering the lower market to average up LSPD, GSY, ATA, WSP or BYD. How would you rank those today?
Read Answer Asked by Francois on October 06, 2021
Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?

Thanks
Read Answer Asked by Simon on October 05, 2021
Q: What are your top Canadian and US investment ideas foe times of rising inflation?
Read Answer Asked by Serei on October 04, 2021
Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.
Read Answer Asked by Ahmed on September 30, 2021
Q: I am a recent subscriber, but have been around long enough to have taken your advice on TOI:CV. It has done quite well, thanks. I have my TFSA holding only one stock, BNS with the whole $75,000. It has essentially not moved in the last 6 months. Can you suggest one or two stocks that you feel have a similar potential as did TOI, as I would like to sell my BNS and move into something else?
Read Answer Asked by D. Justin on September 29, 2021
Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!
Read Answer Asked by Nhung on September 24, 2021
Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?
Read Answer Asked by Keith on September 16, 2021
Q: Hi, for my TFSA I primarily hold small dividend with steady growth companies, to keep things somewhat stable. STC is the exception. I have room for one more company.
With that in mind could you suggest 3 stocks that may fit in with what i already have, keeping sector diversity in mind. ( I also have ATD.B in another account)
Thanks, really enjoy your platform and service to the small investors.
Read Answer Asked by Brad on September 14, 2021