Investment Q&A

Q: I've own these 3 stocks, in your opinion, do you see these stocks providing some good upside over the next 6-12 months.

Q: Hi team, I have these companies in my TSFA. Can you rank these stocks based on highest potential gains (catalysts) in the next 12-24 months? They are equal weight and I will need to liquidate 50% of them within the next year or so. I know short term predictions are difficult but best guestimates are appreciated

Q: Morning 5i,
I'm wondering what to do with my shares of BUS that are putting a lot of red on my statement, and so I also wonder if that company might be an attractive acquisition for NFI or any other acquirer out there? Seems like BUS could be gotten pretty cheap.
I look forward to hearing what you think. Thanks!
Peter

Q: What do you think the growth potential is for New Flyer going forward 1 year as it has dropped by almost 50% from May 2018. Would also appreciate your comments regarding West Fraser Timber as I have a small investment in the company.
Thank you.

Q: Hi Peter and 5i team,
We have 11% cash in our grandsons RESP (age 5) and we want to deploy the money. The listed stocks are currently in his account. What would be a good choice for a new holding or top up a current holding. Thank you for your great advice in the past.

Q: Hello, I’m interested in buying a 3 % position in nfi. I’m holding back because it was a $60 a share stock not that long ago. I keep thinking if I bought at $50 i would be upset ,because as a dividend stock that pays 4+% it should have some stability with that dividend, assuming nothing is wrong with the company. I have read on your question platform that you do not think anything is that wrong with nfi.
Question is is it a good time to buy with a decent time frame, or stay away, as it seems to be acting like a small cap oil company with no dividend?

Q: Hi Guys,

Should have provided a little more background on my earlier question about risk in the above Consumer Cyclical stocks.

1) I'm happy with sector weighting, and want to keep it at 15% ish. I want to hold these stock for 10+ years while they grow.

2) My view of risk was around which companies would be in trouble given company specific risk like bad takeover, too much debt...etc. I'm not concerned about market downturn as I've been through several and good companies will survive.

3) In order to keep my weighting I was looking for replacement ideas for the riskiest stocks.

Thanks,
Chris M

Q: Good morning 5i
Thank you for answering my question of April 16 about my wife's TFSA. Among ENGH, SIS and NFI, you suggested to sell NFI. What about TOY which is the only stock showing 9% unrealized loss in her account? Between TOY and NFI, which one should she sell or trim or do selling and trimming on both for a long-term investor? Thank you again! Jim

Q: Looking at NFI's current valuation and its cash flow generation, any thoughts on NFI as a possible acquisition target?

Q: Hello

When did you introduce NFI to your income portfolio? It’s down over the past year. Do you still consider it a good buy for income and some growth ?

Thanks Daniel

Q: With the guiding lights of 5iResearch, my portfolio value has reached all time high. I would like to express my deep gratitude to Mr.Hodson and his team for the great service, knowledge, education and support.
I am a DIY concentrated, unbalanced, buy and hold investor. Not all of my holding stocks fared so well and contemplate a Spring Weed Out. My losing stocks are namely TSGI (-47%, 2% of portfolio), TCL.a (-45%, 0.6%), IQ (-30%, 0.4%), PHO (-25%, 1.1%), COV (-13.5%, 1%), GUD (-7.4%, 2.5%), TOY (-5.1%, 4.5%), NFI (-4.6% 0.5%), and TV (-68%, 0.01%). Please kindly advise if any of the above holdings require chopping or double down and rank them in priority ? Please deduct deduct my question credits as you see fit. Thank you very much.
Bill

Q: Can you share your thoughts on the update provided by New Flyer.
Thanks
John

Q: Good afternoon Peter, Ryan and others in 5i
Right now my wife's TFSA is down 20%, trailing 12 months return. In her account, she has BCE 11.19%, ENGH 26.04%, NFI 15.53%, SIS 9.41%, TOY 32.49% and MU 4.71%. TOY is down over 9%. And ENGH, NFI and SIS have all dropped from 33% to 81% from their highs. But she bought these three stocks early. As a result, unlike TOY, they are still in positive positions (unrealized gains). She thinks that in TFSA there should not be any stocks going down so much for quite some time. She is thinking of selling or trimming some of them. What is your option on these stocks? Which stocks should she trim or sell? We are seniors at age of 67 and 69, and we don't need to take money out of TFSA for a long time. Could you recommend a few U.S. and Canadian solid growth stocks for her TFSA? We do need to have some consumer discretionary stocks. Could you also suggest Canadian and U.S. stocks in this sector? Maybe three each?
Thank you very much for your excellent advice all eight years since we jointed 5i.
Jim

Q: Each of these stocks in my portfolio is down approximately 30% and seem to be going no where. Should I cut my loses and move on?

Q: Good Morning
Can you please clarify Sector for NFI Group. On your Model Portfolio sector is Industrials on Portfolio Analytics is Consumer Cyclical.
Thank You
Heather

Q: Hi 5i,
Looking to reduce some of the risk with the above Consumer Cyclical stocks, I'm currently at 14% portfolio weight with each of the stocks equal in sector weight.

How many would you keep, consolidate and/or replace with new to be sector diversified with less risk?

Thanks,
Chris M.

Q: I have about 10K of NFI and I'm down about 20% on it (paid close to 12K). Thinking on selling half of my NFI (5K) and using proceeds to buy 5K of Linamar. To spread the risk and also hoping to leverage the potential upside in LNR. NFI pay a 5% dividend though which is attractive (I don't need the dividends yet but at least I get paid to wait). Your thoughts on this ? Stick with NFI or split it between NFI and LNR (I guess which has the better potential for capital appreciation ?).

BTW - Love the new portfolio tools...keep up the good work.

Q: Hey guys. Looking at NFI Group. The Quant looks good, well priced. Your thoughts on risk factors here?

Q: What grade (A,B,C,D,E) would you give to each of the management teams at NFI and GEI. Is there a site that reports on or assesses management effectiveness, performance, track record etc? After all we're essentially investing our money with them when we purchase equities. Is this a feature you would consider adding to the 5i report card?

Q: how does 5i feel about this company now thanks