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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: Do all above companies fall under Industrial? My total weight is 13% Is this too high? I feel that I have too many companies in this sector and may be better to have only 4-5? STN and WSP are similar so would it be better to sell one of these and add to the names that are listed. I am also thinking of selling ET and taking the proceeds to add to the other names now leaving me with 5. Is this a good approach?

Thanks
Dolores
Read Answer Asked on September 22, 2016
Q: I have learned a lot and benefited greatly from 5i advice, and take particular benefit from your diversified portfolio approach. Would you say it is fair to identify any market analyst, including the 5i group, as having a particular specialization being an area of strength and certain market segments being areas of weakness or minimal depth? For example, analysts who are good at identifying software companies but less aware of details required to be successful in healthcare field. If you agree, which areas would you claim are 5i's areas of strength and which are the segments of less depth of knowledge.
In view of constructing a diversified portfolio, I am looking to draw information from a variety of sources. Your comments would help guide the relative importance to assign to difference sources.
Clearly track record is a primary guide to use, but I would also take your self-assessment as very valuable. I don't mean to be hard on you or anyone for identifying strengths vs weaknesses.
Thank you kindly,
Gary

Read Answer Asked by Gary on September 21, 2016
Q: In your answer to my question previously about the two companies, you state the following: "This switch would, in our view, be effectively a trade off between income and potential economic leverage. With NFI owned already, we think it could still be helpful."

I am not sure what you mean when you say it could still be helpful. More helpful to retain TFI or more helpful to make the switch?

Thanks again for your advice.

Paul F.
Read Answer Asked by Paul on September 21, 2016
Q: Hi Gang,
I'm looking to add 2 more stocks to complement my TFSA with cash availble.Current holdings are: ALA+4%;BEP.UN+5.5%;BHX.B+2%;ET-2%;FTG+15%;HCG-28%;MTR.UN+7.55;PHM-38%;PUR=1%;TNC-15%.
Would you dump PHM &HCG and take the loss and redeploy or hold for a eventual turn around which my be years?
Read Answer Asked by Henry on September 21, 2016
Q: Hello Peter & Co.
In my TFSA, I hold a mini portfolio consisting of BAM.A (fin), DH (fin tech), DHX (cons discr), KXS (tech), MSI (ind/bus serv), NFI (indust) and PLI (health) in more or less equal weights.
I am frustrated with DH (significantly down) and wish to replace it with something else; could you make 2 or 3 suggestions? I'll select one that I do not hold in my RRIF.
Thanks,
Antoine
Read Answer Asked by Antoine on September 21, 2016
Q: I have held TFI for the past 2 years or so and watched it go from above $30 to below $20 and now back to above $26. Despite its recent substantial rise, I am thinking it should be expected to level off until the economy in general improves. I am therefore considering a switch here to EIF to take advantage of the higher dividend and perhaps a better growth profile. Would you view this as a reasonable switch or would it be best to stay with TFI or is there another company in the Industrials you would consider switching to (I already own NFI).

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 21, 2016
Q: Peter, I've read a couple of recent positive recommendations on Cascades. I just sold my Teck at a tidy profit (it was hard to resist after being down over 80% earlier this year!) but this leaves me with very little in the way of materials. Do you think CAS is a decent decision for a long-term TFSA hold? Would you still prefer Boralex, despite its climb? Or would you have another 'growthy' option for this part of my portfolio. Thanks!
Read Answer Asked by James on September 20, 2016
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