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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: I sold BCE and T some time ago and no have zero communications shares. What do you suggest for telecom exposure today? Also, which consumer defensive companies, preferably Canadian but US is OK too. Many thanks Al
Read Answer Asked by alex on October 23, 2024
Q: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).

My portfolio has grown but these are small % and need a top up to have a meaningful impact.

Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?

Thank you
Read Answer Asked by Delbert on October 21, 2024
Q: Hey 5i, Last Monday I sent the Sector question below to 5iRinfo because it was a question about the website not a stock. I didn't get a response back from 5i, so I'll ask the question again. I don't think I should lose a question credit for this question.

I am a current member and can't find on your website if 5i does a Stock Sector Weighting chart i.e. today on the TSX what stock sectors should we be Overweight, Neutral and Underweight in? Should I have a heavier weighting in Finance or Technology? I'm sure you get it! If this chart is not there and updated on a regular basis then it certainly should be!!
Thanks for your help.
Cheers,
Chris Thomson
Read Answer Asked by Chris on October 21, 2024
Q: I get it that general-contractors like BDT are exposed to cyclicality in ways that engineering-and-design co's like WSP are not, but then I compare their P/E ratios (20.5 vs 54.5) and wonder if the latter could ever grow as much as the former - or is BDT's low P/E just a fact of life in cyclical sectors, such that it's the one that's growth-limited?
Read Answer Asked by John on October 21, 2024
Q: The Macro Market Models are very interesting. I think I missed the explanation on the "Sector, Size, and Style Rotation" tables which give percentages for each signal i.e., Trim, Hold/Tactical Buy, Buy and Strong Buy". What are these percentages relative to? Thanks.
Read Answer Asked by Danny-boy on October 18, 2024
Q: A few days ago Caisse stated it will support Atd in acquisition of 7&I. Aritsan,a major shareholder of 7&I encouraged negotiations with Atd instead of reorganization. This resulted in Atd's rise of $1.20. It appears that the Japanese Gov't will block a take over,however it may allow sale of the N.American stores. Atd has dropped quite sharply since initial offer.In view of foregoing,is it timely to buy/add Atd.What is a good entry price? Txs for u usual great services & views
Read Answer Asked by Peter on October 18, 2024
Q: After signing up to the Portfolio Tracking & Analysis, ( excellent service, Thanks!)
I need to increase my holdings in the Health care sector and Consumer Defensive industry
US and Can exposure.
Your suggestions are appreciated.
Thank You 5i Team
Heidi
Read Answer Asked by Adelheid on October 18, 2024
Q: Hi 5i Research Team,

Building a value stock portfolio for both long term and shorter term results (Santa Clause Rally) and looking for potential stocks that could be described as "under valued" and can be classified as recession defensive as well in both Canada and the US. Was wondering if you could list 5 picks from both Canada and the US?

Thanks in advance for your helpful advice!
Read Answer Asked by Keith on October 17, 2024
Q: Just for fun: If you were putting $100 down that 3 Canadian companies (TSX or TSV exchange) would be acquired by end of 2025, which 3 would you choose?
Read Answer Asked by Bobby on October 17, 2024
Q: I plan to buy 1 or 2 of the subject stocks in a TFSA for a term hold (5 years or more unless something changes). I see each of these stocks as medium risk with good growth rates. Would you agree with my risk assessment? Please rank in your view of highest to lowest potential growth rates.
Read Answer Asked by Brendon on October 17, 2024
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