Investment Q&A

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

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Hi , please rank their short and long term growth potential . thanks.

Q: I currently own STN and have a 45% paper gain. Do you see value in selling STN now and moving to WSP. I bought STN because i like their water management business and they we undervalued at the time.

Thanks

Mike

Q: I have Kinaxis in the growth section of my portfolio and have had for years. It's done well, but has receded and stagnated, so I am considering replacing it with one of the above which have been on my watch list for a while. I also hold PHO and DND which will eventually have to be replaced. I'm not concerned about sector, except, no tech because I'm overweight, but am looking to replace with a decent quality Canadian stock with good capital appreciation expected over the next few years as the economy recovers. Please order all five, including KXS as buy and hold growth stocks. Thanks!

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Q: Above are my CDN holdings greater than 2% of my portfolio. I'm looking for 1 more sleep at night CDN recommendation for an RRSP account that you would initiate at more than 2% and hoping you might have a short list of recommendations? No oil/gas/pipelines, thx but otherwise I'm open.

Q: The Finance section of the current issue of the Economist magazine has an interesting article on surging capex investment. I would appreciate your observations and suggestions on how to play the situation.

Q: I'm well represented with banks, tech, and energy. Other than TFII, I own no industry. I want to own 3 of either WS, GDI, TIH, MG, CAR, or CP for the long term, looking for some growth, some dividends and not too much volatility. Which 3 do you suggest and why?

Q: Do the above Cdn companies have U.S. listings,if not do you think they will in the next few years?i

Q: Hi team ,
Two part question: 1. Any insight as to why Toi has been dropping significantly the last couple days? It had held up nice while other tech took its dive , and now the last couple days when tech seems to be gaining ground it’s doing the opposite. Is this a chance to buy more ??
2. As of today what’s your current list of a few favourites you would choose you buy today for a long term hold, in any sector. US or Cnd . Thanks

Shane

Q: How significant would it be for the Canadian lumber companies if the US removed the tariffs on lumber? Which stock would you recommend in such a scenario.

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)