Investment Q&A

Q: Hi, currently holding these as my industrials, looking to add 1-2% to this sector. Looking for long term growth, would be in RSP. How would you rank these if I were adding? Thanks!
TSE:XBC 2.72%
TSE:WSP 2.41%
TSE:ATA 1.83%
TSE:AC 1.46%
TSE:SIS 1.4%
TSE:GDI 1.2%

Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles

Q: What is you opinion of this company and future growth

Q: Hi my question is regarding resp’s and best way to contribute. Time frame is 15-20 years. I understand ETF’s offer diversification, however would you at all consider a few slow and steady (conservative) stocks instead. Your top 5 ETF’s and stocks for this scenario please and thank you!

Nick

Q: What do you suggest for Industrials, either CDN or US, that are not at present already fully priced. I already have AC, CNR and TFII. Thanks

Q: Please comment on the latest q.
Would you add at this point if less then full position?

Q: May you please compare these two stocks and advise if you have a preference between the two of them, with an explanation as to why.

Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.

Q: I have purchased your Portfolio Analytics tool - so far so good. For my RRSP, I need to increase stock holdings from 2% (average) to 5%. This will assist me to better align my industry allocation while increasing my average stock percentage . Do you feel its a good time/right stocks to bring to a 5% holding - PBH, WSP, WELL and SIS? All are currently at approx. 2% and I have a 17 year investment horizon. If you feel WELL is too much risk can you suggest another health stock?

Q: What is going on with WSP today? Down 2% and I don't see any news on it.

Joe

Q: Same question as Maureen from the other day:

On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): ATZ, WELL, XBC, WSP, PHO, LSPD, KXS, CSU, BEP.UN. Many thanks.

Q: Is there a Canadian Co. that might benefit from the proposed Infrastructure spending that U.S
President Biden is planning for the U.S.? Would this Co. have to be listed on both the Canadian & U.S. Exchanges? I want a stock that qualifies for the Canadian DTC. I find BIP.UN & BIPC a bit baffling. Last March, BIPC was created & I thought it was supposed to mirror BIP.UN but as of last Friday there was a $20 difference between the price of the two stocks. When I look into BIPC which I would prefer because of the DTC, most of its holdings are in Brazil & the U.K.
Thank you: Jerry

Q: Hi Peter, Ryan and team,

When Topicus starts trading next week, and with an eye toward a long term hold within a TFSA, how would you rank Topicus when compared to TRI, WSP and WELL?

Thanks.

Q: Morning TEAM 5i. After reading Ryan's piece, I find myself wondering when the next market pull-back will happen and just how deep it will be. I agree with his thesis that many of these 'bubble stocks' will pay the price of lacking real fundamental value. It reminded me that perhaps I should rebuild, for lack of a better term, the 'Core' part of my portfolio. I'm considering the companies indicated above and wondering if you also would consider them "Core Holdings'. (Core, being companies that are fundamentally sound, pay a bit of a dividend and should survive a sizeable correction in the market). Also, if you think I'm missing any companies I would appreciate it if you would suggest them. As always, I look forward to your much appreciated guidance.

Q: For a growth portfolio with high risk tolerance in my TFSA, I’m interested in opportunities presenting in the environmental space. With Biden now in power and a strong ESG movement, I feel this area will continue to see strong investor support for the foreseeable future. I’m overweight in XBC and have a full position in WSP. Could you list and discuss some of your top choices in this area.

Q: Hello! Can you rank in order WSP, ATA and GRT.un in preference at this moment. And can you break down what percentage of GRT's revenue comes from which country? Many thanks

Q: trying to decide between these two companies strictly for upside in the next few years. can you give me your views between the two.

thanks Dave

Q: Thanks for all your excellent work. Having recently moved to the US and opted to convert my young-ish Nova Scotia pension account to an RRSP and a LIRA, I’m looking to invest the ~100k in these accounts. Horizon: at least 5 years, but probably much more (I’m 40). Having narrowed down a tentative list of names (see below – tech-heavy, I realize), and with a focus on growth, I’m hoping to sort out the best buying strategy. Specifically: (1) At this moment, does the conventional wisdom to buy each stock gradually makes sense to you as good rule of thumb (e.g., over the course of a year, for each stock, adding a quarter of the total intended position once every few months or so)? (2) Also: I’d greatly appreciate seeing a ranked list of, say, which five of these stocks you think it would be especially wise to start with (i.e., buy now, or buy more of sooner) and which five you think I should wait to buy. Feel free to dock me for two questions! Thanks a ton, Chris

CSU, SHOP, LSPD, XBC, SYZ, BEP.UN, PHO, KXS, ENGH, WELL, GUD, EGT, SJ, BNS, WSP, STC, ATZ, LAC, BYD, REAL

Q: Would you please suggest 2 US and 2 Canadian stocks that hold promise in short to medium term for my daughter's RESP ? Thanks.

Q: I currently own WSP and am looking at ACM to get more into an infrastructure play. Do you see these 2 companies as too close to be considered as diversified? If too close, then can you suggest one or two other potential prospects, other than J:US which I currently hold. By the way, thank you for that excellent suggestion.