Investment Q&A

Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard

Q: Could you give me a list of sectors that would be stable during a recession. Could you please give three Canadian and three American stocks and each sector. Thanks.

Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?

Q: What is your opinion on Shawcor (SCL). It is getting close to a 52 week low. This stock was in the forties a few years ago and is not sitting around $17.50.

Q: My wife is down quite a bit on RHT, TCL.A, ENGH, RME, ADW.A, RAY.A, for a 5-10 year outlook, would you recommend to hold or sell? Thanks.

Q: When researching companies, do you ever take ESG risks into consideration? If so how do you factor this into your process? Are there any metrics you consider significant in identifying potential alpha?

Q: Is the Canfor balance sheet "OK"? I'm thinking about buying some shares of this cyclical stock. The sector and the stock have been hammered pretty badly. I think forest products will eventually recover. Would you recommend staying on the sidelines for now?

Thanks.
Ed

Q: not sure i really get the price of air transat, takeover price of 13.00 at a minimum, stock at 11.60, deal chance about 75% , maybe more, so when announced stock should go to 12.60 discount because of regulatory issues and 6-8 months to close, and this does not take into account any higher bid so why is stock at 11.60. dave

Q: Now that the metal tariffs are off, do you see Russel Metals doing better over the next year? Thanks.

Q: When you introduced the Portfolio Analytics I immediately subscribed.The information provided has been very useful. The portfolio you suggested, based on the information I supplied, is made up solely of ETF's. I have very few ETF's in my portfolio and would prefer investing in individual stocks. That being said there are sectors where an ETF would be the better option such as in Healthcare.
You have listed 11 categories. What would be your top 5 stocks to own in each category? If in some of the categories an ETF would be more suitable could you please offer 2 suggestions.
Thank you so much for your great service.

Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald

Q: The market seems to be discounting the likelihood that ACs $13 offer will be accepted or allowed. Some other Analysts have stated they think $13 is on the low end and that higher offers from other parties might still materialize. Would you be a buyer under $12 based on the assumption $13 will probably be the lowest offer accepted? Other thoughts on how to play this?

Q: Currently hold both DOW and CCL.B. Is this too much of a "similar" thing as both are involved in packaging. If forced to choose one, which would you prefer. Thanks as usual.

Q: I have these excellent performing stocks in my portfolio and wish to add to one of them. Percentages are as follows:
BAM.A - 3.8%
BYD.UN - 4.96%
WSP - 4.35%
Which one would you add to for growth and reliability over say 2- 5yrs, if you ignore the lower BAM % and then if you consider it has been brought up to the level of the other two?

Q: Noticed a huge increase in volume and price starting 2 weeks before todays takeover announcement.Would this be investigated as insider trading.If not why not..?

Q: I hold 5 Growth Portfolio 5iR position as noted above.....that I've held for some time.
I've decided to fold them into my Income and Balance Portfolios rather than track the group separately. The reason is to better manage the position weightings. Although these 5 are more growth-er positions, I'm really more a 70/30 balance/income investor...and closely follow the 5iR positions and weightings.
Now for my question - what weightings would you give each of ECN and GSY in an income portfolio, and also for each of DOL, OTEX, PEO and SHOP in a balanced portfolio?
.......again, thanks for your guidance......Tom

Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.

Q: I am retired and currently own both companies for the long term. Bip at 3% and Bam at 5%. I want to raise my exposure to the Brookfield companies. Looking for a stable dividend and some growth. I also like BPY. Would you rather raise BIP, to 5% add to Bam or add a chunk of BPY. say at 3% for a first piece of it. Is there an overlap problem owning various Brookfield companies ?

Q: Retired, conservative dividend investor. I consider a "full" position to be around 5%, which is reserved for the likes of "true blue chips" (BCE, BNS, RY, FTS, TRP, etc.) and lower weights for non-blue chip. I hold the following securities, with the following weights:
CGX = 4.4%
NWC = 2.7%
PBH = 4.8%
TCL = 3.3%

Q#1 = Regarding topping up, I am virtually at a full weighting with CGX and PBH. Based on today's Qtr results for CGX, would you top it up?
Q#2 = Given my blue chip comments, would you add more to NWC? I was thinking of moving is to 4%.
Q#3 = Regarding TCL, I am down (surprise!). At $15, it is looking very interesting. Depending on the width of your pencil, it looks like a decent level of support right where it is now...versus catching the proverbial falling knife. Current strategy = wait for Qtr numbers June 6...agree or add a bit?
Three questions...please deduct 3 credits.
Thanks...Steve

Q: Can I get your thoughts on Brookfield's (BAM.a) earnings, today, vs expectations.

What do you think of their valuation against the backdrop of a diminishing FFO (Scotia estimates: 2019 FFO of $3.78 vs 2020 FFO of $3.75)

Lastly, can you comment on their debt levels. Looks like a significant decrease in debt levels in expected in 2019.

Thanks.

John