Investment Q&A

Q: I hold MAXR and show somewhat large losses on the holding. I bought before it changed its name from McDonald D.W. I now do not recall why I even bought it. Was it on one of the model portfolios in 2017? Until 2016-17 I had only US stocks. A US premium letter I subscribe to (New Constructs, who often use robo analytics) just listed MAXR as a stock that one may short--I don't short stocks. New Constructs put MAXR in their “Dangerous Model portfolio” in which they name stocks worth shorting. What do you advise? MAXR is however finally beginning to show some positive movement. Is that slow price climb up sustainable ? What are MAXR’s prospects and is it worth keeping? If you advise sell, what would you replace it with?

Q: I realize these companies are all very different in many ways, but I want to add 2 or 3. I'm completing the BEP and adding to the GMP. Could you rank them in terms of "best opportunity," meaning the share price does not reflect the quality and potential of the company. In other words, seems mis-priced in terms of your valuation of the company because share price is down for no apparent good reason from a fundamental perspective.

Q: Hi there,

For a balanced investor with a growth tilt and a longterm hold - how would you rank the following 6 stocks from best to worst?

Thanks for your great service!

Q: Hello 5i team,
In response to a member's question regarding the number of holdings in the BE portfolio, you mentioned that your were hoping to reduce it from 27 to 25...hopefully via possible takeovers; which 2 did you have in mind?
Thanks,
Antoine

Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.

Q: Good Morning, Are there any Canadian companies that may benefit from the tariffs China has placed on the US. i.e. Could tariffs make Corby's more competitive in China vs. US distillers? Could CAE and BBD benefit from tariffs on Boeing?
Thanks

Q: CAE has been on a steady climb this week up approx 10%. Care to speculate why?

Thanks

Sheldon

Q: Hi,
I'm looking for 1 or 2 industrials with a good & growing dividend. I already hold CNR, TRI & XTC. I'm not interested in WSP.
Thanks,
Gord

Q: I follow your balanced equity portfolio. Do not own RHT, WEF, Teck.b and CAE. Please rank in order of how I should purchase.
T as always STEPHEN

Q: Hi, I'm underweight industrials and currently only hold SIS and XYL for a total of 4.5% of my overall portfolio.

From the above list, and looking to hold long term with lower risk, could you rank your preferences and provide justification for the top two?

Thanks,

Cam.

Thanks

Q: Hi 5i,
Which aerospace/defence stock would you pick for growth in the next few years?

TIA

Q: currently own this in my TSA and thinking of buying more to make it 2.5% total weight and just wonder what your thoughts on the latest report by CAE?
Thanks

Q: I held AVO in my TSFA account. Could you please recommend 1-2 stocks to replace it.

Thanks again for everything!!!


Dave

Q: I have been holding STN for a while and it has been going sideways for about 4 years with mediocre fundamentals. Do you think a switch into CAE would make sense at this time or do you find CAE too expensive? Would you recommend any other replacement or better stick with STN?
Thanks

Q: From your answer to Jeremy on Jan. 18.
Bombardier is likely one of those companies, for better or worse, that we would have a very hard time endorsing. It has been a consistent value destroyer for shareholders, always seems to get into disputes with custoemrs, and needs government support often.
Could you give 2 or 3 names that could replace BBd?

Q: Following your balanced portfolio. still have not purchased the above stocks. Give me your top 3 from the list above in order. Have a 5 year time frame. Thanks for all your help. Is this a good time to buy?

Q: Which of the balanced equity industrials would you add now. I own WSP already but no others. If have cash for 1 full position or could do part position in a few of them.

Q: Reviewing my portfolio for year end and find myself low in industrials. I currently hold the above stocks and would like your opinion on whether I should increase any or all of the above (currently all equal weighting) or add to this list?

Q: I am reviewing my portfolio and find myself woefully short of exposure to industrials. Could you list your 5 favourite Canadian industrials in order of preference. Many thanks and have a great holiday season.
John

Q: Hi Team,
I'm looking to add few names to my growth fund. I already own many of your suggestions. How do you feel about DSG, BDT, CJT and CAE? From a growth perspective for 2 to 3 years, do you like them? Would you invest here? How would you rank them?
Thanks,
Dennis