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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: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.

Thank you
Read Answer Asked by Marty on June 22, 2021
Q: Moving from growth to income. Have a 76% realized gain and 76% unrealized gain on CAE.
What do you think of selling CAE ? Most dividend paying stocks I’ve looked at seem rather expensive. I already have full positions in AQN, BNS,BAM, CAR.UN, SUN, VGG, VDY, half position inT. Any dividend paying stocks that you would consider reasonable priced or discounted?
Unregistered account.
Read Answer Asked by Roy on May 17, 2021
Q: Hi 5i team,
I’ve half position in CAE and in MG. I’m thinking of starting a half position in TFII. All three stocks have gone up quite a bit in the past year with the EV fads and the post covid fads. Which of these three companies is the best buy at the current price for 2-3 years hold and your reasoning behind? Thanks.
Read Answer Asked by Willie on May 06, 2021
Q: Hi Folks,
I am looking to add to my Industrial sector. I currently hold CAE, WSP and CN. Can you give me some of your favorite names ( CDN or US ) and in order of preference that I can look at ( looking for dividend and some growth ) OR would you just add to the names above ( all winners ).
Thanks
Read Answer Asked by JOHN on May 04, 2021
Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks
Read Answer Asked by Curtis on April 30, 2021
Q: I would appreciate your opinion on the trades Iwas considering selling rsi,cae,aqn buy mg with the proceeds. Sell trp buy cnr. Sell sis,spb buy mg
Thanks for your help
Read Answer Asked by Patrick on April 21, 2021
Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always
Read Answer Asked by Frank on April 05, 2021
Q: With the choice of adding to CAE(currently about 2% of equity portfolio) or purchasing a new position in AC which would you recommend and why? I recognize CAE may be less volatile in this market. Thank you .
Read Answer Asked by Elizabeth on March 26, 2021
Q: Hi
Your views about CAE in Travel Sector which might benefit once travel restriction is removed. CAE managed to finance an acquisition of L3Harris by raising equity of almost C$1-bil at 31.25. At present its trading around 35 to 35.50. Do you think this price is reasonable or stable or chances that it might fall back to 31.25 and settle there before there might be any recovery in price? Your thought please.
Thanks
Piyush
Read Answer Asked by Piyush on March 23, 2021
Q: Looking at these for continued strength in the Covid recovery. Which has the greatest potential as things return to “ normal “ , the greatest downside risk if they don’t ? Any other Canadian company in the aviation industry you would recommend. In a TFSA.
Thanks. Derek
Read Answer Asked by Derek on March 18, 2021
Q: CAE announced public offering of common shares priced at $27.50USD to raise $250,000,000USD to finance a portion of the purchase price and related cost of L3 Harris Military training business. What are the pros and cons of public offering versus brought deal from a company’s and investor's point of view? Is one financing deemed "better" than the other? Thank you.
Read Answer Asked by Karen on March 10, 2021
Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth
Read Answer Asked by Mike on March 09, 2021
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Read Answer Asked by Gilles on March 08, 2021
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