skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: i assume all three companies are going down because of the cdn dollar, is this correct. dave
Read Answer Asked by david on September 06, 2017
Q: My concern is the US is going to move to close tax loopholes on companies doing most of their business in the States, but headquartered in other countries. What companies you cover might be negatively impacted in this case?

CXI and BYD are two that spring to mind.

Thanks as always for your great work.

Phil
Read Answer Asked by Phil on September 06, 2017
Q: Would you own, for example, half positions of each of these companies or just pick one over the other? Thank you.
Read Answer Asked by Michael on September 06, 2017
Q: I own MG and MTY in consumer cyclicals and contemplating adding another name among GIL, RCH, ZZZ or CTC.A. Please order them from best to worst as a solid complement to the two I already have, as part of an RRSP account with a 15+ years time frame. Please give a brief rationale and suggest another company if there is an obvious better choice. I note that the stock value of RCH is surprisingly stable on multi-year charts for a c. cyclical.
Read Answer Asked by Christian on September 05, 2017
Q: Good Morning All,
I have cash from profit-taking in resources and I'm looking at ABT, ITP,SIS,CCL.B, or ZCL. All had some pull-back and pay a decent dividend. Your thoughts please. Many thanks for your excellent service. Bob.
Read Answer Asked by Robert on September 05, 2017
Q: Hi Team,
I am ready to take a position in CARA operations. I followed the company since it bought St-Hubert but I tought it was too expensive at that moment. Now, at the current price it seems a good entry point for a long term position. I would like your advice since I am not sure if I should take a full position (or a half position) considering the lack of momentum in the stock.

What is your opinion?

Thx in advance
Read Answer Asked by Michel on September 01, 2017
Q: I am doing a little cleanup of my losing positions. I have small "leftover" of BDI, HNL, AIM and PD which all seems to be dead money right now but I wonder if one of these companies could bounce back (BDI for exemple is trading at 0.3x book value) ?

Can you suggest a couple of good companies to replace these losers?

Thanks again for your good advice and use as many credits as needed!

Michel
Read Answer Asked by Michel on September 01, 2017
Q: Hi Team,
I own Shopify and Knight as my two main growth holdings. SHOP has blown the doors off and I am willing to be patient with GUD. As a possible re-balancing move, I am considering trimming SHOP and looking for a third growth company. I know you've suggested several alternatives in the Q&A before, but I am looking for a similarly high-quality selection. I already own OTEX and want to avoid the energy sector. Can you please name the top three Canadian growth stocks that you would suggest for further consideration as long-term holds that are not on the Venture exchange? Perhaps Kinaxis as one? Many thanks, Michael
Read Answer Asked by Michael on August 31, 2017
Q: Hi Guys, I'm looking to add several large cap stocks to my portfolio. Can you please name 5 which represent a good buy at this time.

Thanks

Dave
Read Answer Asked by David on August 31, 2017
Q: What would be your top 5 dividend stocks (excluding banks & resources)which are presently undervalued based on their most recent earnings and would have the highest potential growth in the next 12 to 18 months. Thanks
Read Answer Asked by Imtiaz on August 30, 2017
Q: I am reviewing my holdings in Consumer non-cyclicals for my RRSP (balanced approach with 15+ years to convert to RRIF). I am underweight in this sector (4%) divided between CCL.B and FSV which you agreed in a previous Q&A that they can be considered c. non-cyclicals.

I’d like to increase to about 8-10% total by boosting one of the two holdings I already have (which one between CCL.B and FSV would be best at this time?) and/or acquiring one or two additional stocks. Here I think it would be wise to buy more typical c. non-cyclicals like ATD.B + PBH or perhaps simply just XST to get exposure to a basket of food-related stocks at once (primarly ATD.B, L, MRU, SAP). Your observations will be appreciated as always.
Read Answer Asked by Christian on August 30, 2017
Q: Aa aging seniors, my husband and I are beginning to feel our "investing for the long term" is probably less appropriate than investing for the short term. Following your observation that CGX is less reliable than it once was, therefore, can you suggest a good replacement for it? It has done extremely well for us. And we are still well "up" on it. Thanks for your continued sage advice.
Read Answer Asked by M.S. on August 29, 2017
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
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!