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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: 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 don’t 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 don’t 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 don’t 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.
David
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
Q: Please rank these in for growth potential and advise if the lowest ranked should be sold and proceeds invested in the others
Read Answer Asked by Steven on January 11, 2021
Q: You have, in the past, listed about ten companies (including CSU, X, KXS, CAE, BYD, ENB, ADW) that you felt had a unique opportunity to flourish under these special circumstances.
Asking the same question today, what would your updated list look like?
Read Answer Asked by Rick on November 12, 2020
Q: Do you have a preference of TMX Group over Andrew Peller for growth over a 5 year period. They both pay a similar Dividend but TMX has had better dividend growth.Thanks
Read Answer Asked by John on October 26, 2020
Q: You have referred to some stocks and ETFs as CORE. What percentage of portfolio would you recommend as core (relative to satellite holdings) and what would be the number of core stocks and ETFs for diversification. What core stocks and ETFs across all sectors would you recommend?.
Read Answer Asked by sam on October 22, 2020
Q: I have a question or perhaps it is a comment on the TMX group. It is a stock that in my opinion flies under the radar, it is not often mentioned in the media that I read or watch yet it has outperformed good companies such as CNR in the past 5 and 10 year periods. I would like to add to my position and would appreciate your thoughts and comments. Thank You.
Read Answer Asked by Brian on October 06, 2020
Q: I started an RESP for my 2 grandsons about 3 years ago. Only 5 stocks in the account: 3 Cdn. banks, BAM and an energy company. It is doing much worse than my RESP or TFSA. I wanted safe, dividend paying stocks. Obviously the lack of diversification has hurt. I have some cash in account I would like to deploy. Please give me a few suggestions of companies I should add. Thx.
Read Answer Asked by Penny on September 29, 2020
Q: Good morning 5i,

Looking to add two names to my portfolio, with the only criteria being a combination of balance and growth, and with a long-term horizon. Currently thinking of GSY and REAL/LSPD, are you good with these at today’s levels? Listed some others I’m interested in too. Any other of your favourites you’d consider (already own KXS, WELL). Thanks.
Read Answer Asked by Jeff on September 10, 2020
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