Investment Q&A

Q: Thanks to your stellar advice, I now have three stocks over 5%: WSP (up 156% in a non-registered account), GSY (up 105% in a non-registered account) and LSPD (up 325% in a TFSA) . Based on past guidance to 'let winners run', at what point would you suggest I start rebalancing? Call me a very happy 5i client!

Q: Apparently I am not overly observant because I just realized my WSP has gone from the income stock I first purchased to a growth stock. As a result of the share price going up four-fold while the dividend remained the same I am now sitting on a big capital gain and an outsized position with a relatively low yield. In your income portfolio it sticks out for the same reason, contributing a huge “since inception” return but low yield. I would like to at least reduce it and put the funds to work in another industrial with higher yield but can’t land on anything. I want to like MAL but of course it is much smaller cap. Any suggestions? What would you replace it with in the Income Portfolio if you were so inclined?

Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.

Q: Could you recommend 5 Canadian companies that show good growth in appreciation as well as dividend with a buy and hold strategy. Could you please rank them in value and risk.
Thank you.

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Q: Based on the companies contained in the two portfolios above, which of them are you most impressed with, having gone thru the pandemic, which would lead you to expect even better results as the economy moves past the stimulus provided by the feds?

Q: Please rank the above listed stocks and an explanation for #1? I am more focussed on growth as I have a significant time horizon. Also, which account is preferred for the following? Tfsa or rrsp?

Also these are currently my holdings in my tfsa. Would you sell one of the following for one of the above listed stock, or wait for new money? Thanks

Nick

AQN
TD
WELL
NVDA
SHOP
BAM
KXS
LSPD
PLTR
PINS

Q: Could I please have your thoughts on the quarter results.

Q: Hi Folks
I currently hold WSP in my TFSA. I am looking at adding either TFII or WSP to my non-registered account - I hold CAE in the account now - what would you recommend - add some more WSP or start a new position with TFII? In my industrial Sector across all portfolios, I hold CN, CAE and WSP.
Thanks

Q: Can you look into your crystal ball and give me a list in order which of the above stock would be best for growth in a 3 year hold.

Q: Please rank the following for growth 10+ year investment in a TFSA.

Please include risk involved, 10 being high risk.

ATZ, LSPD, ROKU, TOI, MG, WSP, TFII

Also, would you avoid investing in LSPD if one already owned SHOP?

Thank you

Q: I am investigating Applied Materials for an investment to increase the industrial waiting in my portfolio. What do you think of the company? Is there any other industrial holding that you prefer for long term growth and some income?

Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John

Q: Which stock would you add new money to. Both are down recently

Q: Any reason why WSP is down so much today ?

Q: I almost always struggle with selling a stock. Currently in need to trim WSP because it has become too high a percentage of my portfolio but it continues to go up. Would you suggest trimming anyway or wait?

Q: In a registered account I own CSU, DND, LSPD, BEP.UN, MG, BYD, TFII, TOI and WSP. FI am looking for 3 new companies for a TFSA. Ideally not a company listed above. Moderate risk and a 10 year outlook.

Thanks in advance!

Q: Good evening,

I’m looking to increase my stock holdings in the industrial sector. I currently own HON at 3% and have a small position in XBC (due to recent declines). I’d like to add 3 long-term stocks and have identified the following as options: CNR, WSP or J, TFII, XYL, ATA, ROP. I can accept higher risk and would like companies that are leaders or doing something new/innovative in their area. I was also thinking of diversifying within the industrial sector. I’m wondering what 3 additions you’d pick at this time, either from my list above or others that I may have missed? I’m also wondering whether I should add to XBC at this point?

Thank you for great this service!

Lisa

Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.

Q: I am looking for an etf or stock that might run with Biden’s infrastructure deal. I found PAVE but it seems to have already run up a lot. Do you think it has more room to run? Any other suggestions for ETFs or stocks - maybe BIP.un?
Thanks for your great service