Investment Q&A

Q: Hi 5I Team,

What are your current thoughts on BDT?

Best wishes,
Terri

Q: Could I get your opinion on this stock. Much appreciated.

Q: Hi Peter & Team,

I need a few stocks that pay dividends for my kids accounts, each child has 5k to purchase 2 stocks. I have narrowed it down to these few names ( because of asset mix in their accounts) but ultimately my kids will choose. One is in a TFSA and the other is a cash account because of age. Could you please give an argument to the ones you favor ?

Thank you for the great service!

Dave

Q: It's down quite significantly after earnings. Is it a good entry point under 25? Thanks.

Q: Could I get your opinion on this stock as it has pulled back from its 52-week high. Much appreciated.

Q: hello 5i:
I note that,while you've had questions on Interfor and other forestry companies, no one has asked about CFP since Sept of last year. in your opinion, how does CFP compare with others in the group, and what do you see for the sector going forward.
thanks
Paul L

Q: Do you think owning these stocks here is a good place to leave money or would you suggest, more solid, steady stocks and if so which ones. Thank you.
I am thinking of Sherwin Williams and or Plum Creek or another lumber stock, would you pick a Cdn lumber instead and if so which ones?

Q: Hi Peter & team,

I call this a Quicksand Market cause it seems like every other week my portfolio sinks just a little bit but I know the more I move around the faster it will sink.

I own high quality companies with good growth (ALA, AYA, BAD, HCG, GS, AQC, STN just to name a few) but its hard to sit on your hands and do nothing. I'm sure other investors feel the same way. Any advise or insight that would be helpful?

I always appreciate your reassuring perspective.

Q: Hi,

Would this be a good time to buy a stock in the forestry sector? If so, what are your thoughts on Western Forest Products (WEF)? If you had to choose between it and WFT, which would you choose? I see it has a three percent dividend.

Thanks,

Carla

Q: Hi Peter and Team, could you please give your thoughts on airlines or any other industry that stands to benefit from low oil prices. I'm looking for a shorter timeframe until oil recovers. Could you please recommend a couple of stocks, and whether you like US or Canadian companies in as I have some USD that I would like to invest.
Thanks

Q: would you compare interfor and western forest. Would you buy either at this time and do you favour one or the other or would you buy both? Thanks Darryl

Q: The stock gaped up yesterday. How is the valuation? Is the debt level a concern? Which CAD healthcare stocks would you rank ahead of VRX? Best, Don

Q: If you were to pick only one, which one for a 2 year time frame?

Q: Hi,
I currently have no healthcare exposure. I would to allocate 10% of my portfolio to healthcare. My question is would you put together your own mini etf of Canadian companies or purchase an etf like IBB? I was leaning towards my own. What companies would you suggest to construct my own. A mix of large and small companies would be great.
Thanks for the help,
Luke

Q: Is there an etf on the Toronto or US stock market to participate on the Shangai index?

What the difference between the Hang Seng an Shangai stock Market?

To wich of these markets are related xch and zch?

Regards

Q: I have 5% weighting in the Materials sector between Russell Metals, Teck, and Rio.
Do you think I should drop any of these and if so which one(s).
And if so, should I replace with Goldcorp or Silver Wheaton or Quantum or any other that you may suggest.

Q: This is the only question I'm going to ask since start of my membership. I need to start investment in two registered account: RRSP and RESP. Both of them are over 80% cash. RRSP is for someone in 30s. I wanted to use the names that you already provided in your model portfolios, but most of them are already increased in value enough to make me skeptic of their further growth. I'm not sure if they have more room to go. So question here: Please provide me then names, best of crop, for a diversified portfolio with a long term approach. I have some XMA and ZWB in them which I can sell and switch to those you will name. Thank you

Q: Brookfield has a number of listed equities(dividends in brackets): BAM(1.23) BOX.UN (4.4), BIP.UN(4.4),BPY.UN(4.1), BEP.UN(4.7). What is the relationship between the income/unit trusts and the 'mother' company? This group seems to provide a diversified range of options: office properties, infrastructure, property,renewable energy- What are your thoughts on this group? (or other family related listings?)Why is BAM dividend out of line with the others?

Q: Do you know what percentage of Wajax's revenues is from the oil and gas sector? And how do you feel about it now that it is at an all time low? Thanks, as always.

Q: Hello Everyone at 5i,

I am rebalancing my portforlio little by little and I'm looking at sector weightings.
Could you please check my notes on % holdings by sector, and let me know if you would make any changes to these numbers based on the markets today and in the near future, please.

In general I am a long term investor and can tolerate some loss/risk, and I frequently check market performance and make adjustments here and there.

Financials 15%
Energy 15%
Materials 5%
Health 5%
Tech 15%
Utilities 10%
Consumer Discretionary 10%
Consumer Staples 5%
Industrials 10%
Telecoms 10%

I have put Mg in Consumer Discretionary, and with a very good run, that sector has ballooned to 26%. I'd like to let Mg run. What is your opinion?

Your advice and opinions are extremely valuable to me. Thank you.

Gail