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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: In a diversified portfolio currently hold CAE and thinking of switching to riskier ATA given dismal outlook for former and after it cut its dividend. Still need to increase my industrial holdings and CAE is my only aerospace subsector holding. Other industrials are WSP. TRI, TFII, BBU, BBUC and BAM. Your views?
Read Answer Asked by William Ross on August 24, 2022
Q: What would you consider good entry points for the attached stocks.

Thanks
Tim
Read Answer Asked by Timothy on August 23, 2022
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Read Answer Asked by Theron on August 17, 2022
Q: hello 5i:
ignoring the sector difference (tech/industrials), and having a small position in ATA and a slightly larger one in OTEX; from a growth and reliability of earnings (confidence in projections) point of view, could you discuss the benefit or detriment, of selling the OTEX position and increasing the ATA position. Which would be the more risky position in only one is held?
thanks
Paul L
Read Answer Asked by Paul on August 11, 2022
Q: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.

What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.

Thanks, your fan
Cathy
Read Answer Asked by Peter on August 05, 2022
Q: I'm thinking of switching out of some or all of the above securities to better balance my portfolio. Do you see the potential for a significant bounce on any as negative sentiment or other conditions improve?

Thanks.
Read Answer Asked by Alan on July 12, 2022
Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.
Read Answer Asked by Alan on July 10, 2022
Q: Hi,

I sold ATA and BYD for tax reasons as I was down on both. My original plan was to buy them back but we are now 30 days later and I'm hesitating as they are even lower. At this point, would you buy them back or look to other (better) opportunities. Would you be able to suggest same sector alternatives if I should look elsewhere?
Thanks
Read Answer Asked by Marco on June 21, 2022
Q: Are the fundamentals intacts for these companies or are they more affected by the market correction due to: inflation, supply chain, interest rate, techno bust, pandemy, Ukraine,....etc?
Read Answer Asked by Jean on June 15, 2022
Q: Hi there, I am a big fan of your Balanced Equity Portfolio. I like the more growth oriented names in it and was wondering if you were to swap out the less growth names for names that have a little more risk but for higher return, which would you swap and for what names? Thanks!
Read Answer Asked by Michael on May 20, 2022
Q: Good day team,

I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.
Read Answer Asked by Seamus on May 13, 2022
Q: Good morning, Today, what stocks are catching your interest given their current prices? for both higher and lower risk investors. Does DND make that list?
Thanks for your services?
Read Answer Asked by kevin on May 10, 2022
Q: 1. Can you please provide your analysis of these 2 companies.

2 I presently have a 2% position in ATA, and am considering adding. It has dropped from its high of $50+ to the mid $30s. What are the chances for a good bounce back?

3. in an answer last year, it seemed you were quite lukewarm about SNC. It seems to have held up better in the current down draft. What are its current prospects and do you see it more favourably in its current circumstances?

4. I also have a near 3.5% position in WSP. If it were you, would you add to ATA or WSP, or initiate a position in SNC?

Thank you for your excellent service.
Read Answer Asked by Leonard on May 05, 2022
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