Investment Q&A

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).

Please suggest entry points for each of the companies. Thanks!

Q: The other day Bruce asked about buying ATA at the current price. The answer concluded with " it remains fine to buy, but it should not be a 'buy and forget' name".
I am pretty much a buy and hold investor. What can a retail investor with limited access to research and market information (and limited wherewithal to understand the market) do to assess when if might be time to sell this stock?
Thank you for your excellent service.

Q: ATA has had a huge run. Given its cyclical would you still consider it a buy at today’s price

Q: when looking at the 10 year #s SIS is the clear winner and also pays a divvy.If buying longer term which looks better? Thx

Q: I have about 10k$ to invest. For a 3 year hold, would you rather own 5 shares of shop, 200 shares of Ata, or 200 shares of and. Or would you suggest something else. Thanks

Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).

Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!

Q: Good day guys:
Is it to late to take a position in this story ?
I realize you are positive on momentum names . Would u buy right now for a 3 to 5 year hold ?
Thx
Mark

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Q: If you were considering a purchase of either Magna or ATS today for a three-year hold, what would be your preference? Thank you!

Q: May I have your opinion on selling a position in CAE(up 39%since purchase) and either starting a new position in ATA or adding to a 1% initial position in either ATZ or BYD? No tax consequences as CAE, ATZ & BYD are all held in TFSAs. We are retired seniors happy to hold higher risk growth/momentum stocks in our TFSAs. Thank you for your input, with your usual disclaimers.
JaneN

Q: Looking to use 5% of my portfolio for momentum plays. What would you pick today? I prefer Canadian but US is fine too.

Thanks. Nick.

Q: Great job in identifying this business. Another excellent pick by 5i. I have a great deal of faith in ATA’s business model and believe more factories/businesses will become automated for years to come. Do you believe ATA has the potential to grow organically into a behemoth or will eventually look to be taken out?
Thanks

Q: Hi there, regarding ATA record earnings reporting yesterday and stock
Price run up today do you feel stock price has further upside over the next 6-12 months?

Thanks!

Q: If you were adding to a TFSA which of these three would you pick?

Thank you.

Q: I would like to add a new position in my TFSA. Please comment on the above equities. Outlook for the next 4 years. What would be your preference.
Thank you!

Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks

Q: I am investigating Applied Materials for an investment to increase the industrial waiting in my portfolio. What do you think of the company? Is there any other industrial holding that you prefer for long term growth and some income?

Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John

Q: Buy TFII or ATA? Which would you suggest and why or do you have another you would suggest for a TFSA?
Thanks and keep up the great work, much appreciated.
John