Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul
Q: Empire seems to be making progress in turning around some problems, particularly related to the Safeway acquisition. The stock has increased nicely over the last 12 months. Would you buy it here?
Q: I have the following stocks in my TFSA: AQN, BTD.UN, CSH.UN, CGX, ENF, FC, FTS, MFC, MRG.UN, RY, SJR.B, STN, TF. I use my TFSA for income could you list them in order with the best first and also suggest what ones I should sell and a few suggestions to add. Thanks
Q: I would like to purchase shares of IPL or TRP. My interest is capital gains potential and a good dividend, in that order. I own too many stocks so I would like to buy only one of them. Which would be your choice and why? Thanks.
Q: Hello 5i
Please comment on Canadian Tires results. They seem good plus a 38% increase to the dividend and a share buyback. Your comments?
Thanks
Dave
Q: I have just started a position in PHO and what maximum weight would you recommend? I noticed it your monthly report your holding in PHO is 6.18%.
Thanks
I recently purchased ZZZ @37.50 in my RRSP (3.75% weight). Poor timing as it appears that the market is no longer anticipating any strong future growth potential. Should I keep holding (as per your earlier comment that the market reaction was overdone), average down or just take my loss and move on. If it's a sell, can you recommend another pick in the same space that I could hold for 3- 5 for growth and some dividend income (prefer more growth over dividend).