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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: When looking at BIP.UN an infrastructure stock, can you compare this stock to other infrastructure stocks like a stantec or wsp global. My feeling is that stocks like stantec are more directly involved in the infrastructure industry and will be more directly affected by the Canadian and USA infrastructure spending that are planned in the near future. Your feeling would be appreciated. Tnx.
Read Answer Asked by Jacques on November 11, 2016
Q: I have 1/2 of position in STN, and and 1/4 position in WSP. I am down about 2-3% on STN. I am fine with both, but was wondering if I should consolidate to WSP. Two reasons, reduce stocks I own get more concentrated portfolio, and get more significant position in one Engineering company.
Read Answer Asked by Colin on November 02, 2016
Q: I'd appreciate your opinion/suggestions on a few companies that a GARP (Growth At Reasonable Price) style investor should find particularly attractive currently - ignoring sector diversification.

Thank you
Read Answer Asked by John on September 26, 2016
Q: Do all above companies fall under Industrial? My total weight is 13% Is this too high? I feel that I have too many companies in this sector and may be better to have only 4-5? STN and WSP are similar so would it be better to sell one of these and add to the names that are listed. I am also thinking of selling ET and taking the proceeds to add to the other names now leaving me with 5. Is this a good approach?

Thanks
Dolores
Read Answer Asked on September 22, 2016
Q: I see that the public sector is entering a growth phase, what would be your top 5 public sector dept picks for an aggressive growth portfolio?
I'm thinking that Health would be a 'no brainer' replacement for condordia, oh but wait...the grey tsunami...so would that be a long or short position.
Cheers and happy Friday
Read Answer Asked by Peter on September 12, 2016
Q: Good Morning 5I team, I have been building a cash position and would like your opinion on these stocks/etf to add to a mostly buy and hold dividend generating portfolio.
Read Answer Asked by STEVE on August 29, 2016
Q: Hello,
I am interested in the "water" theme. There are a couple of stocks in reading your reports that appear to me to be sound investments re. this theme and both are well rated. Would you consider good choices from the stocks you follow for this theme? If so, are they buys at this time or would you wait for a pullback? If there are better names I should consider, I would appreciate you letting me know.
Thanks,
Dan
Read Answer Asked by Daniel on August 26, 2016
Q: What is your preference for about a 5% weighting Stantec or WSP Global?I have no other stocks in this sector of the market.Could you include info on dividend growth ,stability & growth from sectors outside Canada. I'm not adverse to some risk but don't want to "catch a falling knife" either.Thanks, as always, for your sage advice.
Read Answer Asked by Dave on July 22, 2016
Q: I am considering buying VAW Vanquard Materials on the premise that material stocks should do well with upcoming infrastructure spending both in Canada & the US. Would you agree and if so, would there be an Canadian ETF you would prefer or another US ETF? With thanks, Bill
Read Answer Asked by William J on June 10, 2016
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