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Peter Hodson and Ryan Modesto

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Q: As a retired investor, I am keen on stocks with low betas, high dividends and some growth. AQN, NPI and BEP all meet these criteria and are all up significantly, riding on a crest of green sentiment. These three stocks now compromise 13.5% of my total portfolio. I am loathe to part with my green energy stocks as they are doing so well. That said, have I put too many eggs in one basket? At what percent should I cap my green energy investment? Other than higher interest rates, what could impact continued growth in this sector?

On a related note, I am now overweight in utilities, which now represent 21% of my total portfolio. This includes the three above-mentioned stocks, plus Fortis and BEP. Would you suggest reducing this weighting? And if so, which stock(s )would you be inclined to sell?

Thank you.

Read Answer Asked by Maureen on February 14, 2020
5i Recent Reports
Rating
B+

Review of Kinaxis Inc.

FEB 12, 2020 - The logistics software provider is seeing promising developments in the international arena and reported a solid recent quarter. Rating maintained at 'B+'.

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Rating
B+

Review of CAE Inc.

JAN 28, 2020 - This training and simulation company is well-positioned for increased demand in its industry, including Boeing 737 MAX training needs. Long-term contracts and a moat around the business make CAE an interesting name in a volatile market. Rating maintained at 'B+'.

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Rating
B+

Review of MTY Group

JAN 16, 2020 - Same-store sales growth has remained flat and is an area to keep an eye one. Growth is embedded with the recent acquisitions and management has shown its ability in the past to effectively handle the growing business. Rating maintained at 'B+'.

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Rating
B+

Review of NFI Group

JAN 16, 2020 - We are downgrading the company to a 'B+' rating due to industry headwinds, inventory issues and pressure on margins. The company has also seen a slow zero-emissions vehicle rollout and has lowered guidance. However, the company remains a strong player in the industry.

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Rating
B+

Review of Spin Master

JAN 16, 2020 - The company has posted a string of disappointing quarters but is still showing great potential by expanding its international presence in the toy industry and successful kids entertainment productions. Rating maintained at 'B+'.

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