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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: We have the following in our RESP: ABT, BNS, NFI, ENB, TRP, PIF, MX, and BEP.UN and ~$4,000 in cash. The grandkids are now 6 and 5. As you can see, no particular philosophy has been at work so far. What might you suggest adding to the mix? Is there anything that should be sold?

Thanks, Bob.
Read Answer Asked by Lynn on February 13, 2020
Q: I have some American cash that I would like to put to work but am hesitant to buy American stocks. I know there are Canadian companies that are listed in the United States. My question is, which Canadian companies that are listed in the U.S. would you buy today, based on the belief that they have the most upward potential for 2020. I would appreciate it if you could suggest 5 or 6 companies.







Read Answer Asked by Les on February 12, 2020
Q: Hi 5iR team, Many brokerage houses start each New Year by attempting to consolidate their best stock ideas for the year in a comprehensive list.....their Conviction List. I'm wondering if I may ask 51R to do the same? If I was to canvas the 5iR Staff stock experts what would the majority agree on to be your best 5 stock ideas, give or take a few, for 2020? Thanks team. Chris

Read Answer Asked by Chris on February 12, 2020
Q: Dear 5i
I'm looking to add a higher growth stock in my TFSA and was wondering which of the following will do better in terms of earnings over the next 1-2 years ......CAE , WSP or BYD .
I was also debating between TEAM and NOW for the TFSA as US possibilities . I would appreciate your thoughts .
Thanks
Bill C
Read Answer Asked by Bill on February 11, 2020
Q: I initiated a position in this stock about 2 weeks ago along with 8 other names in about equal weighing. With your recent drop from the portfolio I’m okay to take a small loss and want to replace it. What are 1 or 2 stocks would you recommend for growth -
Read Answer Asked by Aleem on January 31, 2020
Q: Hi there. I was looking at your CAE report, and I was curious about how you develop your Peer Based Target Price which appears to be a weighted blend of the Fwd P/E, EV/EBITDA, FWD EV/EBITDA, P/B Ratio, Price to Sales Ratio, Fwd Price to Sales Ratio, Dividend Yield and possibly the historical relative averages. How do you determine the best metrics to place weight on? Does this view change depending on the subindustry?

Thank you!
Read Answer Asked by Liam on January 30, 2020
Q: I have some extra money to put to work and am looking at a 3 to 5 year time frame. From a total return prospective, please rank the above companies. Please add any helpful comments.
Much appreciated as usual. RAM
Read Answer Asked by Ray on January 28, 2020
Q: Peter recommended CAE on BNN partly because of a large backlog of work which includes upcoming training on Boeing's 737MAX. I don't believe that Boeing has been completely forthcoming about the issues regarding this plane but we do know that there is a design problem which created a structural deficiency, and that they tried to overcome this with a computerized fix. That fix didn't work and the plane will have been out of service for at least 15 months. Evidence that has been made public is not comforting.
My question is; how much of CAE's backlog is related to the 737MAX? What effect would further delays or cancellation have on the financial results of CAE?
As always, thanks for your insight.
Ian
Read Answer Asked by Ian on January 27, 2020
Q: Hi 5i
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks
Read Answer Asked by Ron on January 08, 2020
Q: I am wondering what your 5-6 best TFSA contrib ideas are for where we are in this market. I am kinda a guy who favours a thematic approach to investing as opposed to buying a roll-up-er like CSU or ATD. I'm looking to buy a name today that is good & getting better and hopefully one that will bear a lot of fruit in 3-5 years. Happy New Year!
Read Answer Asked by Martin on January 07, 2020
Q: These are my stocks in my TFSA as of today. A full position is $11K. All performing well, thank you for that 5i. My thought for this year's contribution I would add to GSY and KXS. Also thought of replacing EQB with ATCO. May I have your input please. Thanks in advance David
Read Answer Asked by David on January 06, 2020
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