Investment Q&A

Q: 1. PLC is in the highest red in my RRSP, If to sell what stock would you suggest as a replacement for better recovery?
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks

Q: if you had to remove 2 stocks from the balanced portfolio today, which ones would they be and why would you select them? And what would you replace them with?

Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria

Q: Have a bit of cash I want to add deploy to one of MAL, PLC, X. Preference right now? Longterm hold, unregistered account, hybrid of income/balanced follower. Yes they are very different and yes this is a market timing question!

Q: I'm looking for high quality dividend growers, like TD as an example

Q: If you were to start a NEW Income Portfolio what 10 stocks would you choose. Thanks for your input!

Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.

Q: Want to beef up my finacials. I own SLF, TD, BAM.A and X . Trying to decide between 1. Buying BNS ( new position), 2. topping up my 4 existing more or less equally, or 3. putting it all into just 1 of the current 4 ( likely SLF as TD and BAm are already a big holding, jury is still out for me on X). Long term holds, balanced/income hybrid portfolio follower.

Q: I believe part of Lorraine’s Aug 24 question was about the NEO exchange itself, and whether it is investible as a company in its own right (apart from the question about buying MSFT on NEO)
NEO was acquired by CBOE Global Markets recently. CBOE does trade publicly but on the BATS exchange. Hope it is Ok to mention this.
I would love for 5i to do a review of the various N.A. exchanges sometime and rank them as investments.
I owned Archipelgo back in the day, and have held X for a long time. Exchanges seem to be good long term investments. Which U.S. exchange would 5i favour at this point, if it were to choose only one?

Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!

Q: Hello 5i team:
Without editorializing or getting too “grumpy old man”, it seems we have a productivity issue in Canada, and now a labour force participation and perhaps also a work ethic issue. Every employer where I reside is bemoaning “people problems”.
I’m wondering if you have done any work on identifying companies that generate high free cash flow with relatively fewer employees? I know you have mentioned ATA in the past as maybe a way to play the theme, but I’m thinking of companies that are already there because of the nature of their business.
Thanks

Q: I've been sitting on my Q2 div revenues waiting for things to settle a bit. Looking to add to one off the 3 positions X, TD, SLF. Balanced/Income portfolio follower, moving towards income follower. 5+ yr hold. Conversely if there is a holding in the Income portfolio that is a screaming buy right now I would consider adding to that position or starting a new position if I don't already own it.

Q: X's recent quarter showed exemplary revenue growth, but in the new environment of higher investment capital costs, what is the argument for thinking that growth on this scale (15% YoY) can continue? Put another way, has X become overbought relative to the growth potential of its recurring, rate-independent revenue streams?

Q: I'm overweight financials - almost 20% of my total portfolio. In relatively equal proportions I hold: BAM, GSY, SLF, X and V. Should I trim across the board or do these stocks have sufficiently different economic drivers that being 20% overweight is not a concern? Thank you.

Q: Please name and rank five Canadian stocks providing dividends > 2% that are likely to experience strong growth over the next five years. (Please exclude GSY as it's already owned and I'm assuming would be on the list.) Thank you.

Q: Please comment on recent quarter earnings. Thank-you.

Q: Do you feel that CSE and NEO pose any kind of threat to TMX dominance both near term and more importantly long term? Increasingly I’m noticing more and more companies exclusively listed on either CSE or NEO especially ETFs. I ask because TMX seems to be range bound for quite some time now and was wondering if the growing presence of these new exchanges perhaps have investors concerned especially after the recent takeover of NEO by a larger American company with significant financial resources.

Q: Are you aware of any companies like CSU that have a tight float and respect of shareholders and dont get killed in a market correction like some other public tech companies?

Thx

Q: I was about to buy a full position in X. No current exposure. Has anything change at the company in view of recent weakness?

Q: Hello. Can you please comment on the TMX Group results released last night. Do you think it is a good time to buy?

You guys do great work! Thanks