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: Hi 5i and team
I presently own WSP which ran up to 5% of holdings and SIS. I'm considering selling SIS and adding BYD.UN and or CAE. That move could bring me to 10% industrial. Should i trim WSP and keep industrial to a prefered percentage or Let it run which brings Me to my other question if allowed. I get confused with all sectors ie: cyclical, non cyclical, defensive etc...i would prefer having 7 if possible. I'd appreciate your thoughts with this.
Thanks for your valuable advice as always.
Read Answer Asked by Gilles on July 08, 2019
Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,
Read Answer Asked by Yousef on July 03, 2019
Q: I own all the BE portfolio except the above four stocks. In what order would you buy the remaining four stocks?
Read Answer Asked by Steven on June 07, 2019
Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.
Read Answer Asked by Larry on May 23, 2019
Q: Following up on my question last month on whether CAE would benefit from additional training requirements for pilots following the two crashes of Boeing 737 Max 8, it looks like Canada has stepped up with the following news late yesterday from our Transport Minister Marc Garneau. Do you know who might compete with CAE for any outsourced training and how CAE is viewed in the aerospace training industry?
Transport Minister Marc Garneau says airlines hoping to fly the Boeing 737 Max 8 in Canadian airspace must first train their pilots using a flight simulator.
The call goes further than recommendations from U.S. regulators as training procedures for the grounded plane come under continued scrutiny following two deadly crashes.
“Simulators are the very best way, from a training point of view, to go over exactly what could happen in a real way and to react properly to it,” Garneau said.
“It's part of it - the software fixes...and the training itself, which in my mind requires simulation time,” he said at an event in Montreal Wednesday.
Garneau's comments highlight the potential hurdles to landing on a common set of standards and getting the Max 8 back into the air.
Read Answer Asked by Gordon on April 22, 2019
Q: I own all of the stocks in the Balanced and Income portfolios across my RRSP, TFSA and RESPs with the exception of those listed above. Based on current valuations and 3-5 year prospects, which one would you choose to put a recent RRSP contribution to work?
Read Answer Asked by Chris on March 14, 2019
Q: In a previous question about ALC you noted that while ALC was not poorly managed there were better companies out there without liquidity issues. I presume you would include CAE as one of those better companies. I bought ALC, post split, (about 5 years ago) and it hasn't done much - I am essentially flat. I have certainly considered selling it but never "pulled the trigger". Unlike yourself I am not really a stock analyst but it seems to me they have been caught up in Trumpian tariff headwinds, weak iron ore prices (a few years ago) and replacing high operating cost (outdated) ships. To some extent the share price also seems to mirror the historical weakness of the Canadian Market versus the strength in the US Market. So far in 2019 the TSX seems to be performing better and the CAD appears to be gaining slightly on the USD. ALC appear to be having trouble replacing their ships as on at least 2 occasions the shipyards have defaulted on the boats. ALC got their money back but the replacement schedule must have been impacted. So, as usual, I am sitting on the fence. My questions...
1) Do you consider CAE to be a much better company that ALC?
2) While both companies are classified Industrial, ALC is more of a classic cyclical Industrial than CAE. In other words do you think ALC should do better if commodities show some strength or the USD shows some weakness?
3) We own 3,900 shares of ALC or about one days average trading volume. Would you have any recommendations about how to sell the shares keeping haircuts to a minimum? Does offering 500 shares at "the bid" at 10 AM make any sense to you? We wouldn't offer the next 500 shares until the first 500 shares were sold. The spread is about 20 cents per share.
Please deduct as may credits as you see fit.
Thanks,
Jim
Read Answer Asked by James on February 25, 2019
Q: Two part question, deduct as necessary. Canadian Portfolio slightly tilted towards growth and not needing funds for long time. Looking to add one Industrial name to compliment WSP and PEO (if considered an industrial). Was thinking maybe NFI but would be interested in any other suggestions.

Also looking to add a tech name to compliment KXS, and OTEX. Having a hard time finding something different that could be a core holding for long term, only criteria would be that i am not interested in PHO.
Read Answer Asked by justin on February 20, 2019
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!