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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: Hello Peter & team: What's your opinion on the above mentioned companies which have P/B < 1, and have a decent dividend yield; with LB, TCL.a and MIC as Dividend Aristocrat. In what order of preference will you rank and which to stay away for now. Thank you.
Read Answer Asked by DAVID on May 03, 2019
Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?
Read Answer Asked by Dorothy on May 02, 2019
Q: On reviewing your responses, I noticed your preference of BYD. Meanwhile, NIO has taken a dive, although this co seems to get also support. How to proceed on these two companies, buy/hold/sell? Would investment in MG or even Ford be preferable?
Thank you for your input!
Read Answer Asked by Sigrid on May 01, 2019
Q: Given that the sector is out of favour at the moment, I wonder if you could give me the names of the 3 or 4 Canadian forest products companies that you like best overall considering balance sheet, income stability and dividend. I'm prepared to wait a while for a recovery but there seem to be some decently priced companies in the sector at the moment. Finally, do you think that it's advisable to invest in this sector at the present time if one has the patience to wait for recovery? Many thanks. Don
Read Answer Asked by Donald on April 29, 2019
Q: I'm looking for a new play in the materials/resource sector and SJ seems to be viewed positively both at 5i and others. However, I see it has traded sideways since mid-2015, and EPS dropped to 1.98 in 2018 from 2.42 a year earlier.

What is the reason for sideways trading and drop in EPS? Are they behind the company?
What are the short and long term catalysts for SJ?
I see its free cash flow is variable from year to year, what accounts for this?
I'm thinking of moving my position in MX to SJ.
Read Answer Asked by Cameron on April 25, 2019
Q: I've been a longtime holder of GUD but have become somewhat frustrated at the lack of growth. I'm wondering what your thoughts are about splitting my Knight holdings and placing them in HRX and HLS. Is there a decent risk/reward scenario here? Both companies are near 52 week highs but seem to be somewhat under reported.
Thank you for a fantastic service!
Mike
Read Answer Asked by Mike on April 25, 2019
Q: Hi guys, thanks for the excellent service and continued improvements. I find the new Portfolio Analytics section very helpful. Long winded question here so please deduct as many credits as you see fit.

I am overweight in tech, at 40% overall. I have 40% tech in both my RRSP and TFSA.

The biggest names I have are AAPL 9%, TEAM 6%, and NVDA 6%. All of those are held in the US side of my RRSP.

I have a mix of 15 stocks in my TFSA, roughly equal weighting. The tech holdings in there are PHO, KXS, CSU, SYZ, SHOP. Each comprises about 6% of the TFSA but just over 1% of overall holdings.

I am 7-8% underweight in:
consumer defensive,
communication services,
industrials,
utilities.

I feel I should trim back or sell at least one of AAPL, TEAM or NVDA but hard to given they have all been growing and have potential to grow further. Are there any obvious choices to cut or pull back here? Can you please suggest at least one name from each of the following sectors:
consumer defensive,
communication services,
industrials,
utilities.

thanks !
Mark
Read Answer Asked by Mark on April 18, 2019
Q: We bought a dividend mutual fund for my grandson at birth 18 years ago. This is held in trust in my wife's name and actual amount of actual dividends, taxable amount eligible dividends and dividend tax credit for eligible dividends ( Boxes 49,50 & 51 of the T3 form) claimed on her income tax for the last 17 years. Now this fund is worth 3.5 times the original amount invested- my question is can you tell us if the growth of this fund will have to be declared as a capital gain when we cash it out to give him to start a TFSA?

If this question is out of the realm for you to answer please feel free to charge me as a question asked.


Thank you for this and the service you provide.
Read Answer Asked by James on April 16, 2019
Q: Hi 5i Team,
I just read Peter column in the National Post and recognize myself with a few small positions each representing a very small portion of my portfolio (ex: 0.36%, 0.54%, 0.64% etc).

I would like to know at what percentage of a Portfolio do you decide to close a position because you consider it too small.

On the other end what would you consider the minimum "meaningful" percentage of a new position in a portfolio.

Thanks in advance!
Read Answer Asked by Michel on April 16, 2019
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