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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Read Answer Asked by Lisa on July 09, 2021
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.
Read Answer Asked by john on July 09, 2021
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
Read Answer Asked by Mary on June 28, 2021
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




Read Answer Asked by Jerry on June 28, 2021
Q: Hi , please rank their short and long term growth potential . thanks.
Read Answer Asked by victor on June 25, 2021
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
Read Answer Asked by Michael on June 18, 2021
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!
Read Answer Asked by Kim on June 10, 2021
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
Read Answer Asked by jim on June 07, 2021
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.
Read Answer Asked by Cameron on June 03, 2021
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.
Read Answer Asked by Ron on June 02, 2021
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?
Read Answer Asked by Graeme on May 27, 2021
Q: Do the above Cdn companies have U.S. listings,if not do you think they will in the next few years?i
Read Answer Asked by Terry on May 25, 2021
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
Read Answer Asked by Shane on May 20, 2021
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.
Read Answer Asked by Mike on May 18, 2021
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.)
Read Answer Asked by James on May 18, 2021
Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.
Read Answer Asked by JANE on May 05, 2021
Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek
Read Answer Asked by Derek on May 05, 2021
Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!
Read Answer Asked by Kelly on May 04, 2021
Q: Hi Folks,
I am looking to add to my Industrial sector. I currently hold CAE, WSP and CN. Can you give me some of your favorite names ( CDN or US ) and in order of preference that I can look at ( looking for dividend and some growth ) OR would you just add to the names above ( all winners ).
Thanks
Read Answer Asked by JOHN on May 04, 2021