Investment Q&A

Q: Hi Guys

I have 28% of my portfolio in Consumer Cyclical sector (20% Cdn, 8% U.S.), I know it's about 10% higher than it should be HOWEVER I do like them all.
Please rank best to worst for a long term hold. BYD.UN 3%, GIL 2%, AW.UN 2%, AYA 1%, CCL.B 4%, MG 2%, NFI 3%, TOY 3% and the U.S. ones are DIS 4%and HD 4%.
thanks,
Jim

Q: Why the sudden DROP? Many Thanks!

Q: Hi Peter,

I have the following stocks in my RRSP portfolio with the sector weightings below. What are a few stocks would you suggest buying now for a 5-10+ hold that are medium to high risk to help balance my sector weighings? Thanks for all your help and advice!!

SJ, GSY, ATD.B, PBH, TOY, RRX.TO, SLF, BNS, GUD, CSH-UN, CRH, SIS, CSU, SHOP, PHO

Technology: 31.35%
Healthcare: 20.07%
Consumer Non-Cyclicals: 17.39%
Financial 15.01%
Consumer Cyclicals: 6.16%
Basic Materials: 4.44%
Industrial: 3.60%
Energy: 1.97%

Q: I've been thinking of adding Sleep Country to my portfolio. I'm hesitating a bit based on the current PE valuation. Do you think the potential growth for the company justifies the current valuation or is it better to wait for a pull back?

Thank you.

Q: PIH continues to drop yet the potential for LED products remains strong.
Any info on why?
Ths
Sherrill

Q: Is it possible to list the top ten defensive stocks on the TSX. Thanks Doug

Q: Please give your latest thoughts on Sirius XM Canada XSR.
The question database is sparse, so some background and updated info on present situation and future prospects would be appreciated.
It now has a 5%+ dividend rate that looks attractive, but is it sustainable?

We have bought two new cars within the last three years and on both occasions have declined to enter into a contract with them to supply digital radio, so I wondered how many others felt the same way about Sirius, when there are so many free radio stations to listen to. Maybe one has to be a really picky listener with a particular leaning in audio to get the best out of this service?

Q: What are your thoughts on this company, it is a buy. Thank you
Anne

Q: Good Morning Everyone. I was wondering if there has been a decision and perhaps a timeline on a U.S. balanced portfolio. John

Q: Hello Peter and Team
I need to build the material sector of my PF and would appreciate your rating, in order, of Agrium, Stella and Methanex based on today's prices. Looking for long term growth and dividend growth. Thanks for all you do.
Gary

Q: what would the markets and medias top 10 hated stocks in tsx with yield. that you would be embarrassed to own or tell anybody you like it but actually has good valuation.

Q: Hi Peter et al.
I've been doing really well with the Balanced Portfolio. I would love to have something like this for US equities. Any plan to move into the US with your service? If not, could you recommend a service in the US that would be similar to yours; specifically providing model portfolios.

Q: Thoughts on this company for a long term hold in a TFSA.

Q: I've recently got a large bonus from work which will represent about 15% of my total portfolio. I am building up my U.S. exposure to get to my target level so all funds will be invested in a S&P 500 index fund. Since we are looking at all time highs how would you suggest to deploy the cash. Normally I would not try to time the market but with such a large part of my portfolio I'm wondering if I should hold off for a while or deploy it in three trades over the course of the next 6 months or so.

Q: I need some education please. I understand the stock markets opening and closing at set times each day. I believe that anybody can trade stocks during this time period. I do not know how " after hours " trading works. Please explain a few questions on this subject. Who can do this? Where do they do it? What exchanges are involved (simply to North America if it makes sense? How does thins work with IPO's?
Thank you,
Doug

Q: Hi,

I have four questions.

1) How do you decide on what is the optimal level of EV/EBITDA and debt to equity ratio for different industries (such as high tech, consumer discretionary, financial, industrial, small growth companies)?

2) Can you please recommend some reading material on analyzing company fundamentals?

3) What is your opinion on Adobe Systems (ADBE)?

4) What is your opinion on Amphenol Corp (APH)?

Thank you,
Lai

Q: Hi Peter & Team,

Any insights into NYX's recent strength? Could the tides be turning for the laggard?

Thanks,

Jordan

Q: Thoughts on the quarter and year end. Will this be a good play on zinc once the strike is settled?

Q: Could you please give me your take HWD's 4th quarter results and their outlook for 2017. they do talk about the possible ramifications of possible or probable Trump trade changes as a headwind but with most of their product and biz still in the USA the future still looks good to me here.I hold about a 2-3% position in my tfsa and rrsp (up about 15% on hwd). Do you consider this worth holding or maybe moving on.I have a well diversified portfolio holding many of 5i's recommendations. I'm not sure how the market will react to the results on Monday, if it dives I am considering adding a bit and if it spikes I may trim a bit. I do like the fact that it is not widely followed and very few shares out and I do plan on holding it for at least a couple of years. Looking forward to your take on it.

thanks Tom

Q: Market timing is generally frowned upon by professionals including 5I.I find myself selling a number of my positions because of valuations and good profitable outcomes. I also find that I am not redeploying that cash because of valuations! I firmly believe in taking profit and some of the greatest mistakes I have made are in regards to holding positions to long. To many times in my early investment life (the round trip) occurred. After a number of years I relized that you are investing 2 commodities "dollars and time" and I could not continue to keep exposing my dollars and losing time. So if I sell my winners and do not redeploy my cash in a timely fashion then I would seem to be guilty of "market timing".

Why am I so wrong!

Randy