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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: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!
Read Answer Asked by Martin on February 09, 2024
Q: As they are both Caterpillar dealers serving different geographical areas, do you ever see these companies merging into one? Would a merger not create cost savings via synergies, increased capital pool etc for expansion and growth etc ultimately benefiting the shareholders of the combined company. . Thanks for the great service you provide.
Read Answer Asked by Anthony on January 29, 2024
Q: What is your view on Wajax? As a smaller market cap with yield, is it a decent alternative to the bigger names like CAT, TIH or FTT? If not, which is your preferred name at these levels and why? Thanks and deduct the necessary credits...
Read Answer Asked by Michael on January 26, 2024
Q: I recently transferred my employer TFSA account to my trading account, so I now manage my entire TFSA. I have many solid growth names, and have XIU and BNS as a dividend/diversification play.

I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.

Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.

Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)
Read Answer Asked by James on January 24, 2024
Q: Hi Gang
Can you give a list of your top Industrial stocks for 2024

Thanks Mike B
Read Answer Asked by Mike on January 24, 2024
Q: Looking to invest my TFSA contribution. Can you give me your top 5 Canadian dividend growth stocks at the moment.
Read Answer Asked by Joe on January 08, 2024
Q: Do you have any timely and suitable names for my TFSA contrib this year? I tend to buy things that are quite growthy in my TFSA. As such its already chock full of technology. Open to US or Canuck names but they need to be quite liquid. Happy New Year
Read Answer Asked by Martin on January 04, 2024
Q: HI 5i
For my RRSP which two would you pick today, I own BN. would you buy BAM ?

thank you
Happy new years!
Read Answer Asked by Fernando on December 29, 2023
Q: What is your dividend and share price growth opinion on these 2 over the next 12 months? It seems that their primary revenue source is selling data which provides limited growth. They seem to have lost out on the content distribution sector and I don't see new growth areas for them. Where do you think their growth will come from? I currently hold both (which is not good) and am considering selling both. I had originally invested for share price growth and dividends.
Read Answer Asked by George on December 26, 2023
Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.
Read Answer Asked by sam on November 27, 2023
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
Read Answer Asked by Fernando on November 23, 2023
Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.

Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?

Thank you,
Read Answer Asked by V on November 20, 2023
Q: Hello 5i Team,

Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.

Feel free to subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on November 20, 2023
Q: I bought GSY at its peak. Is it time to dollar cost average now or would you wait for the price to drop more?

How do you see the stock price move if interest rates stay stable until mid 2024?

Would you recommend different stocks which pay 3-5% dividend with room to grow 50% over the next 12 - 18 months,?
Read Answer Asked by V on November 16, 2023