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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: In an income portfolio, currently hold CSH.UN at full position and thinking to sell outright to replace with 1/2 positions in AW.UN and SYZ to replace yield and add diversification. What are your thoughts on the move? Does it increase risk?
Read Answer Asked by Tony on March 09, 2022
Q: I am thinking about starting a position in these 3 names. Do you support or would you wait for some sort of stability returning to the market. I almost bought SHOP a few weeks ago when It was much higher - It's very volatile. I am down on many other positions but luckily my exposure to growth was not very high. Thank you for all your work and guidance in this difficult market.
Read Answer Asked by Pierre on March 09, 2022
Q: Hello,

I am thinking of picking up Magna now that its fallen sharply, but there are a few points that are making me second guess buying now.
Wondering if you can shed some light on the following:

1) Given that Magna's profit margin is pretty small, how much of an issue would rising input costs (ie labour and raw materials) be for them?

2) Do you know if any of their facilities are unionized?

3) With rising inflation and interest rates - do you think new car demand will decrease significantly (in the near term)

thank you,
Brad
Read Answer Asked by Brad on March 09, 2022
Q: Hi 5i,

If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?
Read Answer Asked by Kelly on March 08, 2022
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
Read Answer Asked by Delbert on March 08, 2022
Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?
Read Answer Asked by Andrew on March 08, 2022
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
Read Answer Asked by Peter on March 07, 2022
Q: I am a retired investor and rely upon the dividends in my RRIF for income. I have owned FSZ for many years and while it pays a nice dividend (8%) it has not grown, in fact its down since I purchased it. I want to replace it.

The listed stocks pay dividends ranging from 3.9% to 5.1%. My question is which of the stocks would make a good replacement with the dividend and growth profile that will exceed the dividend of FSZ. Please list with the best first and also indicate if the risk is higher or lower than FSZ.

I have been a member for a few years now and would like to congratulate you on your service and unbiased answers. It definitely has been financially rewarding for me.

Wayne
Read Answer Asked by Wayne on March 07, 2022
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