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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: 1) Are ENF.TO and RSI.TO low volatility stocks with secure dividends that you think are good bets for a small position?


2) GOOS.TO Your opinion on the stock and whether it offers good growth potemtial?

Thanks
Read Answer Asked by Graeme on August 29, 2017
Q: Hey 5i folks could you give me your views positive and negative on investing in these six without regard to sector allocation. Looking at a 5 year hold. Perhaps ranking them from most to least favourite. Thanks for your help - Ken
Read Answer Asked by Ken on August 29, 2017
Q: Greetings, guys.

I have Winpak and Loblaws. I like both names because Loblaws is trading at a roughly 15 p/e and Winpak has no debt and a large cash position. However, eps growth in 2018 is fairly muted in both names.

All things being equal, I was wondering, would you sell Loblaw for WSP Global and Winpak for Cae? I have a small loss on Loblaw in a tax free account and I have a 10% gain on Winpak in a taxable account.

Do you think these changes improve the growth profile of my portfolio, without increasing the volatility? I appreciate your thoughts.
Read Answer Asked by john on August 28, 2017
Q: I want to re-balance my portfolio across sectors but I found that a few holdings can fit more than one sector for all practical purposes.

CCL.B is classified as materials, but can we also consider it as consumer goods given its labeling and container products directly serve the retail market? If so would that be c. cyclical or non-cyclical?

MG is classified as c. cyclical, but can we also consider it as industrial?

I have a hard time with FSV which is classified as financial, but to me consumer non-cyclical (recurrent residential residential/condo maintenance fees, property services) is a better fit.

Finally, how about MDA? Can it be considered either technology or telecommunications?

Thank you for validating the above, it will be useful to explore my options.
Read Answer Asked by Christian on August 28, 2017
Q: What would your top 4 buys be to hold in a taxable account? What would be your suggested time frame for each?
Read Answer Asked by Richard on August 25, 2017
Q: Hi 5i
I'm contemplating creating a Norberts Gambitt using TD in my TFSA and having my broker(TD) transfer it over to the US side of my TFSA. I'm hoping to make a bit off our higher dollar as the US dollar creeps back higher (as time goes by)? ...And that TD will do a bit better as well and then sell my US TD to buy another US holding (not sure which at this time). So the question is "Is this a good idea at this time?"

Thanks for holding my hand
Read Answer Asked by El-ann on August 24, 2017
Q: If you had $1,500.00 cash in your TFSA right now and you didn't need the money for 20 years and you could only invest in one of PHO, GUD, SHOP AT or GSY which would you invest in and why?
Read Answer Asked by Grant on August 24, 2017
Q: Good Morning: Regarding NAFTA and softwood lumber, having placed tariffs on Cdn producers, our exports have been replaced with lumber from Russia. (Their exports have increased 42% YTD at our expense.) Would you consider our negotiating position is more compelling and would you recommend adding softwood securities now? If so, any recommendations? Thank you. Marty
Read Answer Asked by Martin on August 23, 2017
Q: Hello, would you classify all of the following as industrials? My weighting (in order shown with highest first) is 24% so if they are all industrials I need to trim. I assume you'd get rid of DRT. If I also would get rid of another I could bump up my ZCL. (I feel comfortable at 20% weighting so if I've mis-categorized I may not need to do anything).

SIS
NFI
utx (US)
gps
wsp
bip.un
drt
zcl
pte
Read Answer Asked by Kel on August 21, 2017
Q: I'm sitting on a +/- 50% loss on both CCO and WJX and have been waiting for some sign of life for several years. Is it time to accept defeat and move on? I'm also holding on to a smaller loss on CXI. If I sell it I need to replace it with some other financial. What would you advise? Also, my CSI has grown to approx. 8% of the portfolio. Do I sell some to cover the other losses even though it's my best performer?
Thanks, Rod
Read Answer Asked by Rod on August 21, 2017
Q: This is my dilemma I already hold 32 stocks. I own the above stocks with full positions in SBUX and MG and 1/2 position in AMZN to make up the consumer discretionary portion of my portfolio for a goal of 10%. This currently makes up 8% of this sector. My question is do I add to AMZN for a full position or add another stock? I own most of the stocks in the balanced portfolio and if I would follow that TOY would be your choice if I add another stock(I think) or would you add something else to the mix if adding another stock makes sense. My $US/$CAD mix is pretty much in line with what I want so I could go either way on that option. Thanks for the opinion in advance.
Read Answer Asked by Cheryl on August 21, 2017
Q: I am a new member. So, sorry I am not familiar with how reports get published. I just read report on TPK with C rating. This is my own preference but as a member, I would like to know about the companies with possible good future growth which can enhance our portfolio value. In that perspective, the reason behind publishing report on TPK.And how would this report is helping me.
Thanks so much, I am a big fan of your questions-answers, and you guys are doing fabulous job.
Read Answer Asked by Pradip on August 21, 2017
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