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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: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L
Read Answer Asked by David on October 17, 2017
Q: Hi, i am looking to add some of these names to my portfolio. I want long term growth. I am young and can hold 5 years plus. Please ignore sector diversification. Can you rank best to worst. Can you also comment on significant valuation differences? IE MG versus NFI or WPK. Is it simply business earnings stability? Because it appears growth in Magna earnings is quite significant even relative to NFI or WPK.
Read Answer Asked by Jordan on October 16, 2017
Q: Hi Peter,

Could you please choose and rank the top 5 in the list of stocks below based on value today for a 3-5 year hold;
PBL, FTS, ET, KXS, SLF, PKI, GC, PBH, WSP, ATD.B, AEM
The stocks would be purchased for RRSP's
Read Answer Asked by Jerry on October 11, 2017
Q: With all the rebuilding that will have to be done to restore those storm ravaged areas do you expect to see any Canadian miners, forestry companies etc. benefit from the increased demand for resources over the next year or so?
GUY R
Read Answer Asked by Guy R. on October 10, 2017
Q: From the recent 5i report on Stantec: "Out of STN’s direct peers of WSP and SNC, we would
view Stantec shares as the cheapest of the group while offering
similar growth potential relative to competitors."

Comparing STN with WSP, which I hold, I see one cheaper on 3 metrics (STN - PE &
EV/EBITDA - by a whisker- & forward EV/EBITDA) and the other
cheaper on 3 metrics (WSP - P/B, PSR & Forward PSR)

The dividend at STN is half that at WSP. The 3 year performance at WSP is 50%
better. Would you endorse a switch from WSP to STN or if light on
WSP just direct new sector $$$ to STN? I wonder, too, if this is a cyclical industry that
would suffer with a real estate correction or business slump, say, or are there
enough government contacts which definitely are not cyclical?
Read Answer Asked by Jeff on October 10, 2017
Q: I am a retired, conservative dividend-income investor with a company pension, CPP, annuities, Fisgard Capital and the following equities:
1. 17% Mutual funds (RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT)
2. 10% ETFs (ZLB, XIT, ZWE)
3. 41% stocks (listed above)
4. 32% fixed income (annuities, Fisgard, but not including my pension nor CPP).

I plan to reduce my Sentry Cdn Income holding from 9% to 5% and purchase ZWC. The benefits would be a) saving $1k in hidden MER fees, b) receiving an extra $1k in dividends and c) a better asset allocation. I like the covered call strategy that ZWC provides, as well as the 30 companies inside the ETF.

Question = is this the right ETF product? Are there other Canadian Covered Call ETF choices that offer this diversified asset mix that I should consider? Are their other ETFs that have slightly less financials, less utilities, and more industrials that would result in a better asset allocation for me?

Thanks for your help...Steve
Read Answer Asked by Stephen on October 05, 2017
Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve
Read Answer Asked by Stephen on September 21, 2017
Q: Hi, can you please advise current PE ratios for each of these companies. Can you also rank them best to worst for adding a new position today for 3-5 year investment not taking into account sector diversification within the portfolio.
Read Answer Asked by Jordan on September 15, 2017
Q: I have some cash to deploy and I want to add to some small or half positions in the following 10 companies: MG, NFI, SIS, MX, SJ, PBH, ZCL, WSP, BCE, ENB. I would like to buy into some of these stocks today and some later, to spread the risk of the market's ups and downs. Which of these would you suggest I buy today, and which should can I hold off on? I am otherwise well diversified, so that is not an issue for how this cash is used.
Please deduct as many credits as you like. Thanks for the great service.
Read Answer Asked by Alan on September 14, 2017
Q: Greetings, guys.

I have Winpak and Loblaws. I like both names because Loblaws is trading at a roughly 15 p/e and Winpak has no debt and a large cash position. However, eps growth in 2018 is fairly muted in both names.

All things being equal, I was wondering, would you sell Loblaw for WSP Global and Winpak for Cae? I have a small loss on Loblaw in a tax free account and I have a 10% gain on Winpak in a taxable account.

Do you think these changes improve the growth profile of my portfolio, without increasing the volatility? I appreciate your thoughts.
Read Answer Asked by john on August 28, 2017
Q: Greetings 5i,

My question is fairly long-winded, so please deduct as many credits as you deem appropriate.

I currently hold a half position in both STN and WSP. Do both need to be held in this space? Do you favour one over the other for a long term hold (5 years plus)? Moreover, if you do favour one, would you recommend dropping the other completely, folding the capital from one into the other, or trimming each slightly to maintain diversification while redeploying some capital elsewhere?

I have a fairly long term horizon (I am 35 years old), and, in the industrial sector, also hold a full position in CNR.

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Hello,
I currently hold a DRIP Portfolio consisting of BAM.A,BNS,RY,MFC,SU,FTS,RCI,ECA,TRP,and POT. I have found this style of investing quite profitable and am looking to add a couple names. I'm considering WSP and TCN. Given the names I already own and the valuation of the two companies, which one would you suggest? Can you think of any other companies that might be a nice addition? I have a 15 year time horizon. Thanks for your awesome service.
Read Answer Asked by Curtis on August 21, 2017
Q: Hello 5i. I'm overweight in CBI and have taken a big hit (35%). Stock sits in my Lira account which I'm unable to touch for 10 yrs. Would you recommend I sit on this and hope for bounce back with possible infrastructure bill to be passed or take my hit now and move on? if so, what would you recommend to replace stock with in U.S. or Can? Please offer 1 stock on each side of the border.

Thx Rob
Read Answer Asked by Robert on August 18, 2017
Q: My son is in his early 20s and building a portfolio based on your balanced portfolio. He currently holds 11 stocks. He has no industrials, communications and only TOY in the consumer space. We are thinking of selling ADN from his TFSA and replacing it with SIS or PBH as we know you recommend growth stocks in a TFSA. He also has MX in the material sector. Is this a good plan, not necessary, or do you have another suggestion from the above list that you think is better? Thanks
Read Answer Asked by Paul on August 08, 2017
Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.
Read Answer Asked by Francois on August 02, 2017
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