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: I am a retired, conservative, dividend-income investor that is, for the most part, fully invested and normally employ a buy-and-hold style. I trim-and-add around my target position allocations.

I normally don't "market time", but am aware of the market decline predicted post-inauguration and "reversion to the mean" with stocks who get too far ahead of themselves. With that as the backdrop, is it reasonable for the following:

1. ABT = can I pick it up for < $6.40?
2. NWC = can I pick it up for < $27.50?
3. SLF = can I pick it up for < sub-$50.00?
4. WSP = can I add to it for < $43.00?

I know this sounds like market timing, but I've only got a small amount of cash and I'm willing to wait for one or more of these to come back to me. Thanks for your help...Steve
Read Answer Asked by Stephen on January 16, 2017
Q: Based on Trump being confirmed as president in the US:
What top 3 sectors in the US and a stock in each does 5i like and the same for Canada (3 sectors and a stock in each)?
Thank you.
Read Answer Asked by George on January 12, 2017
Q: I would like either STN or WSP and would appreciate your comments on which one is preferable and why.
I have no health care and would like your suggestions for this sector, individual companies or ETF's.
Thank you.
Read Answer Asked by Nadine on January 03, 2017
Q: Your response to Brian on Dec 15 included the following comment: "if you own 85% of your portfolio in high dividend stocks, then this is more of a concern".

I am a retired, conservative, dividend-income investor, with a pension, CPP, annuities, the above listed stocks and 3 income producing MFs (RBC Cdn Equity Income, Sentry Cdn Income, Sentry Global REIT).

I fit the 85% easily. I believe my portfolio is diversified by sector and by security. I also believe the securities have, for the most part, sustainable and growing dividends. I am a "buy-and-hold investor with reasonable tolerance for volatility.

Your comments and concerns please, along with any recommended improvements. Thanks...Steve
Read Answer Asked by Stephen on December 16, 2016
Q: I manage my husband's and my TFSA's as if they are one account so we do not duplicate the stocks in the 2 accounts and can have a reasonable size of position. We have a similar weighting of ALA, REI.UN, SIA, WSP, ZEB, BEP.UN, CGX, and HR.UN and PKI, and a double weighting of CPD and CDZ. We currently have about $110K in the two accounts and $20K of that is in cash. Can you suggest what we might add to or change in the above list, considering that we prefer income paying securities with some growth prospects and want the TFSA's to act independently of our other investments as a relatively conservative growth vehicle.
Read Answer Asked by Maria on December 02, 2016
Q: If we believe all we are hearing there could be a lot of government spending on Infrostructure both in Canada and the US. With this in mind how would you rate the above companies for growth in the next 2 - 3 yrs? Which would be benefitting most from US expenditure? Any others you would prefer?
(If this is more than one question - OK) I always appreciate your good advice. Thks.
Read Answer Asked by Arthur on November 16, 2016
Q: Hello 5i Team!

With STN and WSP recent quarterly results in which company stands to benefit most with the planned future infrastructure spend in the US? I know that both companies are liked by 5i, however, which company has the current edge for a long term investment for capital appreciation? I held Stantec in the past and moved to WSP on your previous recommendations in the Balanced Portfolio.

As always, thanks for the great service!
Angelo
Read Answer Asked by Angelo on November 15, 2016
Q: When looking at BIP.UN an infrastructure stock, can you compare this stock to other infrastructure stocks like a stantec or wsp global. My feeling is that stocks like stantec are more directly involved in the infrastructure industry and will be more directly affected by the Canadian and USA infrastructure spending that are planned in the near future. Your feeling would be appreciated. Tnx.
Read Answer Asked by Jacques on November 11, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!