Investment Q&A

Q: I wish to reduce my number of holdings in my portfolio. Feeling what I have has some overlapping. Which ones of my list would you recommend to keep? I do plan to hold the rest for growth and stability for more than 5 years.
BN, BAM,BIP.UN, BIP-C, BEP.UN, BEP-C
Many thanks,

Q: One of the members mentioned feeling bad that he had missed the boat on the rising tide. I am also in that boat. I had planned to buy something but kept putting it off. That being said, are there still some bargains around? I am thinking of the usually favoured stocks such as Shop, Google, CSU etc.
Thanks for the greatest service

Q: My recent answer for additions to my tfsa was to add the following firms: VNP, CLS,PNG, BN, & SHOP.
My question when written listed the above holdings as currently owned.
Could I have 4-5 other firms please?
Thank you David

Q: May I please have your top five North America and international oil and/or gas stocks. I currently owned some CVE and VET. Small positions in Tamarack Valley and White Cap.
With appreciation,
Ed

Q: I have a significant amount of new funds available for an account I invest in myself - myself including the sage advice of y'all at 5i. I currently have a blend of many of your equities from the growth and balanced funds (21 to date). I have recently 'cut bait' on a few of your long term choices (GSY, TRI, KXS, LMN, PRL - simply because I believe there must be others in your 2 portfolios that have better upside, either intermediate term or long term. And, because I have a pathetic disability at being impatient. Could you kindly recommend 6 or 7 equities from your 2 portfolios that you particularly like for near term purchases, with bright futures, and with entry prices. I do not trade often, and am therefore behind in my purchases of your more recent recommendations. These would be of particular interest.

Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you

Q: For aTFSA I coud add to DOL or start a new position inTVK. What would you choose for a long term hold? Thank you,
Gary

Q: PNG released results this morning. Looks good but not sure if good enough to sustain its strong price movement. Your comments after the call would be helpful. How do you see things progressing price-wise over the next 6-12 months? Still looking like a top performer?

Q: Thoughts on the quarter please, if not already asked.
A prior question on the Q expectations you had indicated...'Revenue expectations are $39.36 mln for the quarter'..... but it looks like the 'Consolidated revenue for the quarter was flat at $28.4 million.'
Is this a concern? Or is there a difference between 'consolidated' and 'revenue'?
The forward guidance without the new acquisition looks good and probably even better with the acquisition (to be announced post completed acquisition).
Do you see any obstacles with the potential acquisition, ie anything that might prevent it?
I have owned the stock since about 18-24 months...and I thank-you for the suggestion!!!

cheers,
Steve

Q: Did 5i have a chance to be part of Savaria investor day and if so do you have any thought?

Thx

Q: Would you recommend to buy these in a cash account? Although the dividend is low, there is the Dividend Tax Credit.
I'm not sure what the growth expectations are for stock price. What's your prediction?

Q: Hello:

Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?

Many thanks.

Q: As a follow up to my question today, Do you think any fuel issues on margins might already be priced in...or the market assuming that it may be short-lived? What would you be worried about in their upcoming earnings...or what could be a catalyst for further share price increases

Q: Re: Income Portfolio

What was the basis of consideration for the construction of your Income Portfolio?

I assume that you were not considering a diversified sector allocation.

Was it constructed on the basis of the constituent securities being stable, reliable in payment, and well established?

Is there a reason for not using covered call securities?

What advice would you give someone considering establishing an income based portfolio?

Q: Would Telus and BCE be considered good entry points for cash flow with minimal growth potential? They seem to be very out of favour currently.

Q: Your thoughts on this deal to acquire Secure,would you buy this here and if they are paying for 80% of this with shares ,would you consider this a pretty big bite to digest what do you see this stock doing in the short term(1-3 months)THANKS

Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you

Q: Which stock would you prefer TER.US or MDA for long term growth?

Thanks for your service!

Q: Does PNG report this week on April 16? What's generally expected and what does 5i expect? What are the results, both hard and soft, that could move the stock higher or lower? What's is the one result that could hurt the stock and the one result that could move it much higher?

Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.