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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: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?

Read Answer Asked by Curtis on October 15, 2021

Q: My granddaughter has a TFSA that needs some increase in real estate and financials weightings. Would you consider TCN and GSY appropriate for a 3-4 year hold or would you suggest some alternatives?
With appreciation,

Read Answer Asked by Ed on October 12, 2021

Q: I own full positions in TD ( instead of BNS), SLF and BAM.A as my CAD financial holdings. I am thinks of adding a new name. Which is the better buy right now between X and FSZ. Balanced follower shifting to income follower. 5+ year hold.

Read Answer Asked by Tom on October 07, 2021

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Read Answer Asked by Nhung on September 24, 2021

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.

Read Answer Asked by Tom on September 09, 2021

Q: I would like to add a few (2-4) financial companies to my non-registered investment portfolio. Would appreciate 5i's help in ranking the above names based on total return potential for a 3-5 year hold. Please add any names you feel belong to the lineup, ranked appropriately, Thank you.

Read Answer Asked by Pradeep on August 18, 2021

Q: Would these securities be appropriate for growth portfolio with medium term time horizon? Which one in particular would you consider a current buy and reasons why.
Thank you very much.

Read Answer Asked by dhiraj on July 21, 2021

Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.

Read Answer Asked by JEFF on July 07, 2021

Q: I own both of these companies. I like the income of FSZ but the growth has been flat, what are your thoughts on stepping out of FSZ and adding to my position of GSY? If you see a suitable alternative to GSY please share.

Read Answer Asked by Robert on March 24, 2021

Q: During recent research, I discovered a theory that even in our times of extreme volatility I should seek out companies that exhibit the following characteristics:
1. They have a history of growing dividends for investors.
2. They have a history of growing their earnings.
3. They trade at valuations that make sense.
So, based on these variables, and your years of experience, please provide me with the names of several Canadian companies that have these characteristics.

Read Answer Asked by Les on March 15, 2021

Q: looking to buy this bundle...can you rank from must have to lest favourite..many thanks...

Read Answer Asked by adam on February 22, 2021

Q: For New money to initiate positions which 5 stocks in each of the portfolios would you recommend investing. On a related note, is there a reason you donít put buy or hold or buy up to prices in any of the portfolios, or is your stance if it is in there it is a buy regardless of how much a stock may have run up since it was originally recommended.

Read Answer Asked by Aleem on February 19, 2021

Q: The top ten positions in my equity portfolio represent 30% of the portfolio. Among these top ten are TD, BAM, BAC and JPM. The financial sector represents 27.5% of the equity portfolio and the 5i analysis suggests that this be reduced to 15%. I am a new 5i client and donít disagree with the direction the model is suggesting. Other holdings in the financial sector are: BMO, BNS,CG,C,MFC,PYPL,PNC,RY,SLF,BX,X,V. This is a bit messy but adding to the sector in the spring seemed like and was a good idea but now we need to be more conventional. I may be very wrong but I donít consider BAM and X as financial services, particularly BAM. Looking at the holdings, what would you unload to bring down the financial sector exposure? Obviously a tax filter will be needed at my end. The question for another day will be an ask for recommendations to increase the under-weighted sectors. Having fun with the model and more importantly find it useful.

Read Answer Asked by David on February 03, 2021

Q: Hello! Wondering if you still like TMX group and Thompson Reuters. They both seem to be trading sideways when many stocks are gaining. As well, I know you really like BAM but this too, has been heading lower when many stocks like financials and insurers are going higher. In a diversified portfolio is it better to have a mix of different companies and just be patient with stocks that are doing nothing, as opposed to selling those (which may have potential) and moving into something like TD or SLF which seem to have more momentum right now. Dividends and growth are my objectives. Thank you!

Read Answer Asked by Neil on January 20, 2021