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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: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks
Read Answer Asked by joseph on October 19, 2020
Q: I do not own these 8 companies from the balanced portfolio and I do have some money to invest. I already have a reasonably well balanced portfolio (except overweight in tech). Dividends are nice but not that important. Is there one you would consider a particularly interesting buy with a timeline of 5 years? Could you rank the top3?
Read Answer Asked by jacques on October 13, 2020
Q: Thank you for the update last night. I was not surprised to see the removal of GC due to the COVID shutdowns. I am curious to know what the discuss was surrounding GUD and CAE before providing that update. Are these potentially on the chopping block as well or just require more patience. If you were to consider swapping GUD and CAE for something else what might you recommend in Canada and the US right now (asking about US as portfolio analytics suggests I need more US exposure)?

Thanks as always for the fantastic work you all do!
Read Answer Asked by Justin on October 02, 2020
Q: Given the recent corrections, what are some names (Canada and US) you would add? Thanks!
Read Answer Asked by Hua on September 10, 2020
Q: I would like to increase my portfolio exposure to materials and industrials. When it comes to materials, I own NTR and was thing of adding a position in SJ. I am not entirely comfortable with this buy (concerns about slow growth), but I can't simply find a better alternative. What are buyable (quality + reasonable valuation) companies in the materials sector that you think are better than SJ? When it comes to industrials, I was think of starting long-term positions in EIF and CAE because of their recovery potential due to low valuation. Is there anything that you find concerning in these two?
Read Answer Asked by Steve on September 02, 2020
Q: I hold both CAE (TFSA) and RTX (RRSP) as my industrial exposure and am starting to feel that it is too much focus on aerospace. The delisting of RTX from the DOW raises more concerns and it has been disappointing. Do you think both need to be held? If one was to be let go which one would you choose? What are your current favorite industrials in both Canada and the US as potential replacements and why? Do not need funds anytime soon as federal defined benefits pension/retirement is still 25+ years away.

Thanks so much for the fantastic service!
Read Answer Asked by Justin on August 31, 2020
Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.
Read Answer Asked by Nizar on August 14, 2020
Q: Hi i5,

According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?
Read Answer Asked by ma on August 14, 2020
Q: Follow your balanced equity portfolio. I am wondering if I should move money from BNS and CAE to something with more upside in the balanced portfolio As well, have a few of your growth names. In the recent questions and answers the outlook for pho does not seem good. Should I hold or do you have better suggestions for growth in the next few years? Thank you Steve
Read Answer Asked by Stephen on August 13, 2020
Q: Hi, the highest rated industrials you cover are SIS, TFII and WSP (all B+) all of which I own a full position, plus CAE (also B+) which I own a 1/2 position. I'm currently under weight industrials, but not comfortable adding to CAE just yet. Are the other industrials you might recommend that could be B+ or better?
Thanks, Ian
Read Answer Asked by Ian on August 12, 2020
Q: What are your favourite Canadian industrials stocks for growth and for stability (or maybe both) right now?

Thanks!
Read Answer Asked by Dennis on August 05, 2020
Q: These two are currently my biggest loosers, down 30% and 40% respectively, unfortunately they are in my TFSA, only there because thats where I had cash available when I liked the idea of the purchase. Admittedly I havent been in CAE very long, MX has been held much longer. With current events would you sell and move on, if so a few suggestions for this account please other than Tech please, I'm way over weight there.
Read Answer Asked by Charles on July 29, 2020
Q: Greetings 5i team,
I have some cash in two of my accounts and am looking to add to two or more of these companies. In what order would you suggest I might add to these companies? Are there any that you would not add to at this time? For example, CAE and GC have been badly mauled, have not yet recovered, but perhaps I should treat them as a hold?
I realize that these companies vary according to sector, size growth, income and recovery potential making this a challenging question.
Thank you for your work.
SP
Read Answer Asked by Steve on July 28, 2020
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