Investment Q&A

Q: 30 days ago I sold AQN, BEP.UN, and SJ for tax losses, and replaced them with CPX, BAM and ADN, respectively, thanks in large part to your advice plus some other research I did.
Which of the "replacements" would you shed in favour of a return to the original holdings (as originally planned). I'm thinking CPX out/AQN (or BEP) back in, ADN out/SJ back in, but hold BAM and skip BEP (or AQN). Does that make sense to you?
Portfolio objective is ~ 8-10-year holds (except for harvesting tax losses occasionally) with dividend growth.
What comments would you have on the timing of these transactions in light of the current market turmoil?
Thank you.

Q: In terms of total performance over the next few years would you be a buyer of Stella Jones or Hardwood Distribution. And your rational?

Much thansk

Stuart

Q: I have a 1/2 position in Stella Jones... One of the few of my holdings in the red...You have a good rating on the company but it isn't in any of the portfolios. Is it time to move on....Thinking of selling and moving to PBH, TCL or BYD all of which I currently hold full positions in an un-registered account. Thoughts on hold or move on, open to other suggestions in balanced or income portfolios for good buy opportunities.

Q: Hi 5i Team,

I am looking to invest approx. $6k in my TFSA and approx. $28K in my RRSP for Jan/Feb of 2022. My potential stock picks for each account are:

TFSA - AT, TOI, CJT
RRSP - T, BEP.UN, BAMR, SJ

I am leaning more towards T & BEP.UN for my RRSP since I do not have much exposure to Utilities in my overall portfolio exposure (Tip my hat to your Potfolio Tracking for pointing that out!)

I am leaning towards adding to AT (I already own a significant amount of shares but I am extremely tempted by the current stock price) or CJT since I believe the potential ecommerce headwinds for the company will be significant over the next few years.

If you could rank or provide your thoughts on these companies in this current (depressing) market environment it would be of great help. If you have better candidates to look at that would also be welcome. Plan to hold for 5 to 10yrs.

I am new to this service but just wanted to say that I have been very impressed with 5i so far. I appreciate all the work you do for DIY investors and wish you and your staff a Merry Christmas and a better new year.

Thank you in advance.

Q: I have losses as follows for potential tax loss selling:
AQN 18%
BEP.UN 24%
SJ 14%
What can you recommend as suitable proxies until repurchase, or which ones would you not repurchase (leaving their "proxies" in the portfolio).
Thanks, and I wish everyone on the team, and your readers, Merry Anytime and Happy Always.

Q: Hi Peter, Ryan, and Team,

Even though I share your positive outlook of Stella-Jones in your recent answer to Stuart, could SJ be a good candidate for tax-loss selling with the intention to buy it back later?

Your advice is always valuable and highly appreciated.

Q: Hi guys

In regard to Stella Jones I see it has hit a 52 low. In the past few months you have indicated it is cheap at higher levels. I remember in past years when it was the highest gaining stock on the TSX in a year. Any idea why it is so out of flavor, and what might be a spark that would see the stock move higher rather than lower?

Thanks

Stuart

Q: What do you see as likely impacts (quantum) to SJ of the US' emphasis on electricity distribution and railway infrastructure improvements.

Q: SJ is dropping drastically today, do you know why?
Also, years ago you referred to SJ as a Rip Van Winkle stock. Are you still feeling that way, or is out of favour? If you recommend to buy more, up to 1/2 a position, what target price do you think makes it worthwhile?

Q: Whats popping this 10% this week?


Thx

Q: When do these companies next report and what are expectations? Can you list which companies you would dispose of first, second ... etc

Q: How would you rate SJ? Is it a buy or hold? What do you see for it going forward? What are its strengths and weaknesses?

Q: Good morning, 5 i team!

Your thought on a list of all your A graded companies covering almost all sectors for a TFSA account, equal weighted, long term hold. We will review periodically based on your report monthly.Thank you!

Q: Peter; Could you update your opinion on CFX please? Thanks.Rod

Q: Hi there,

I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.

Any of the above stocks recommended to hold / sell?

Thanks in advance.

Q: Should I sell my Stella Jones and Logistec stocks in order to purchase Topicus and Goeasy? I have a 10+ year horizon and want to maximize growth.

Q: thoughts on the quarter please?

Q: Your thoughts please on Stella's recent qtr? Buy, sell or hold?

Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.
Thanks
Jeff

Q: Morning 5i,
The company description for SJ says that the utility poles division brings in the most revenue of any division. Where I live there's recently been a substantial amount of new road work - the SW Calgary ring road extension - and for the miles and miles of new road all one can see are miles and miles of metal utility poles, which I assume SJ did not fabricate or supply.
Is SJ's main revenue producing division in danger of quickly becoming obsolete in the market place, and if that's too pessimistic an outlook is it at the least giving up substantial market share to whoever is providing the metal poles? (And who might that be?)
Thanks,
Peter