Investment Q&A

Q: What do you think about the announcement that CAE has procured a contract with the US Airforce?

Q: Do you think Brookfield Renewable has as much chance for growth as a CAE or WELL in the next 6 months to a year?

Q: Hi Folks,
I currently have the above companies in my Non-Registered account. I am looking to add some money - can you tell me what company you would add to OR can you recommend another that I can take a look at. Appreciate your comments.
Thanks

Q: Fast forward 2 years from today, and assume a return to something that resembles normal.
Which stocks (US and CA) would you wish you bought today.

Q: Hi, which of the above has a better growth profile? Thanks and Greetings, Peter.

Q: I know it’s a good problem to have but my listed tech stocks have done really well thanks in part to recommendations from 5i. So much so that I now have 41% in the tech sector. Since selling my mutual funds and establishing my own portfolio, your guidance and suggestions have been so much appreciated. It seems that other sectors may be the place to be as we come out of the pandemic. The issue is that these are for the most part proven quality stocks. I’m not keen on selling any of these. Does one bite the bullet and sell some ? If so suggestions are appreciated? Or does one just trim profit and migrate into other sectors and buy more of companies like DOO GSY and WELL? Thanks

Q: Could you rank your order of preference today as I would like to add one of these 4 stocks, irrespective of sector? I am looking for total return for long term hold. Thank you.

Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy

Q: I see that Mr Parent has been awarded the order of Canada. A good testament to the quality of CAE management. What is the 5I view of the recent acquisition of Tru Simulation.
Is it material?
CAE management must be positive about their future.
Thank You
Clarence

Q: Given my two portfolios (TFSA, Unregistered), I just added in some inheritance - 491 shares of CAE, I'm looking to trim back a good portion and reinvest in some other ideas to accompany my total list of holdings, or add to some current positions you feel are showing promise at todays price action and growth strategy would keep accelerating post covid.

I know you guys like CAE right now, Id like to know how much you feel would be a good trim to keep diversification and what would you recommend to reinvest in? I was thinking of trimming back to $4000 - would you agree?

Q: I need to raise some cash. Could you recommend which 6 of the above list you would sell first. Keeping in mind that I would be rebuying some of those as cash again becomes available.
Thanks for your advice.

Q: Hi!
Stocks have increased a lot recently and most of the above are well off their lows with stocks like BEP and BIP almost reaching their high of the year. Would you feel comfortable entering new money into the above names for income/growth or wait for a pullback? I know timing the market is next to impossible but do you see this rising market as sustainable and if one waits will the opportunity to enter still at reasonable prices be missed? Also, what are your thoughts on RDVY. It was not listed as a choice on the drop down list.
Thank you!

Q: Hi. I follow your Canadian balanced portfolio and have all the above industrials except XBC. Following your advice to not to add to losers SIS has become my smallest holding at 2%. I have had it for over 3 years so not really down when considering the dividend. My though is possibly replacing it with XBC. Your insight would be appreciated. Is SIS just out of favor and XBC overpriced. Or does XBC just have so much more potential?

Q: Greetings 5i,
I am looking to reduce my Industrials and hold each of these stocks In various accounts. I would prefer to trim an entire position rather than a portion of each. In what order would you reduce these holdings today? Tax-loss selling is not a factor.
Thank you
SP

Q: CAE is down today. Based on their announcements of today, at what price would you think this should be purchased.
KXS is still reeling downward... would you suggest buying at todays price or do you believe there is still more downward stress?

Q: Hi Peter & 5i team,
Currently we hold seven stocks in our grandson’s (age 7) RESP. At this time, we are holding some cash and will be adding more cash in the new year. In your opinion what would be your top 3 ideas for a new addition or adding more to the current holdings.
Thank you for your suggestions in the past.

Q: You have, in the past, listed about ten companies (including CSU, X, KXS, CAE, BYD, ENB, ADW) that you felt had a unique opportunity to flourish under these special circumstances.
Asking the same question today, what would your updated list look like?

Q: own 200 shares of GC @ $42.95 - what is your long term outlook ( 3-5 years) with the prospective new owners.
I do not need the tax loss benefit but am looking at selling CAE immediately with the latest price jump and buying back later in Dec. with the outlook of a drop in price caused by those who do need the use of the tax loss.
Which one of the major gold companies has the greatest potential to outperform in 2021/22 ( not considering risk )?

Q: Hi Peter and Team
Its been quite the ride around the election and I hope things can be more stable. I have quite large cash positions for my RRIF, TFSA and RESP and will be placing more contributions in Jan into the latter 2.
Can you suggest 3 CDN and 3US from your Growth or Balanced portfolios that now make good "Buys" to my well balanced portfolios ? Is this a good time to put the cash back in for the long term?
Thanks for your continuing guidance
Peter

Q: Hello 5i,
What is your opinion on CAE's most recent quarter?
Thank You,
Andrew