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: 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?
Read Answer Asked by Serge on January 18, 2018
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?
Read Answer Asked by Stephen on January 09, 2018
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?
Read Answer Asked by Lyle on December 29, 2017
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
Read Answer Asked by John on December 18, 2017
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
Read Answer Asked by Dennis on December 18, 2017
Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you
Read Answer Asked by Hali on December 18, 2017
Q: Good morning Gentlemen.
I need to re-balance my Industrial sector.
Actual holdings BAD 1%, ATA 1.5%, SIS 3.3%, and WSP 3.4%.
By selling BAD (1%) I will have 5% to add to the sector.
Can you please suggest 2 or 3 Can or US solid mid-cap stocks for at least 5 years.
Thanks
Best Regards



Read Answer Asked by Djamel on December 11, 2017
Q: I am looking to add to either my Utilities or Industrial's.

My industrial weighting for Industrial is 11.8% which might be a bit light, and I can add to CAE or NFI.

Or,

Add to my Utilities is also quite low at 4%. I have BEP and ENB there. Should I add to ENB at this time?

As always thanks for the great advice

Lastly, the only REIT I have is a Small Position in Chartwell. Which i have put in Healthcare. I do have Financials at close to 15%, but should I look at my home as a big investment in real estate and not worry about it?
Read Answer Asked by Colin on November 29, 2017
Q: have a little money since I sold TOY do not have above stocks. Following your balanced portfolio. Should I buy 1 rebuy TOY or hold? Also what are the future prospects of SHOP
Read Answer Asked by Stephen on November 29, 2017
Q: Hi Peter and team,
Congratulations on the new Website.
Which of the listed Compnies in the balanced equity portfolio are considered attractive to buy at this time of the year? Can you list from most attractive to less?
Thanks for your great service.
Read Answer Asked by Yousef on November 09, 2017
Q: I am trying to replicate the Growth as well as the Balanced Portfolios. I have funds to add two half positions and the 7 stocks listed are the only stocks I currently do not hold. Which would be your top 2 picks and what is the rationale.

Many thanks

Scott
Read Answer Asked by Scott on October 11, 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, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:

GC, AIF, BYD.UN, CAE, CLS, PKI, SYZ, or GSY, PHO, ECN,

thanks
Read Answer Asked by Esther on September 20, 2017
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!