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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: HI, what would be your top 5, monthly dividened stocks or reits, for my TFSA. Longterm hold. Thanks.
Read Answer Asked by Dario on November 09, 2017
Q: Hi Peter and team,
Congratulations on the new Website.
Which of the listed Compnies in the balanced equity portfolio are considered attractive to buy at this time of the year? Can you list from most attractive to less?
Thanks for your great service.
Read Answer Asked by Yousef on November 09, 2017
Q: Hi Peter, I am looking for a growth replacement for CLS and it can come from any of your portfolios. Please suggest your top 3 or 4. I already own PHO, PUR, TV and ZCL in a 29 stock portfolio. Time frame 1-3 year hold.

Many thanks for your candid advice. It has served me well for over 4 years now and I have renewed my membership for 2 more years.
Martin
Read Answer Asked by Martin on October 30, 2017
Q: Hi there, I am looking to add 3 of the 5 names to my portfolio. I know you are a fan of all 5 but how would you rank these? I like a balanced approach but am open to growthier names and would be purchasing for a longterm hold. Thanks!
Read Answer Asked by Michael on October 25, 2017
Q: My wife's long term port, TFSA-CCL.b, GUD, KXS, NFI, PBH. RRSP-BNS, CAE, SHOP, SJ, TOY, WSP, 1/2 HWD. 26% Industrials, 18% Materials, 16% Tech. Just added enough cash for 2 more full positions(1 in each account) Can you recommend 2-3 stocks that would be a good fit. Looking for diversified growth.
Thank you!
Read Answer Asked by Derek on October 24, 2017
Q: Hello Peter, Ryan and 5i team,

I recently sold my position in BYD.un and would like to instead deploy the funds to add another one of the FAANG stocks?
The ytd return on BYD.un is just about 10% and would like a growth stock for a 5+year hold. I own half postions in FB, GOOG and would like to know which would you add and have most conviction with for a long term (forever?) hold? I was leaning towards AMZN, BABA or APPL? Or would you suggest a half position in a two of these?

Thank you as always for your valued opinion,
Regards,
Romeo
Read Answer Asked by Romeo on October 18, 2017
Q: I am trying to replicate the Growth as well as the Balanced Portfolios. I have funds to add two half positions and the 7 stocks listed are the only stocks I currently do not hold. Which would be your top 2 picks and what is the rationale.

Many thanks

Scott
Read Answer Asked by Scott on October 11, 2017
Q: Just looking to perhaps enter a 1% position in a well diversified portfolio of 1 of the above based on current weakness. Would you rank best growth potential and which to enter into?
Read Answer Asked by Craig on September 21, 2017
Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve
Read Answer Asked by Stephen on September 21, 2017
Q: I sold out of a position and have some cash to work with. I have narrowed it down to three stocks and I'm struggling to pick which one is better at this time. Which of the above would you pick as the long term holding that you feel would have the best return if bought today? Disregard sector allocation. Thanks
Read Answer Asked by Adam on September 21, 2017
Q: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:

GC, AIF, BYD.UN, CAE, CLS, PKI, SYZ, or GSY, PHO, ECN,

thanks
Read Answer Asked by Esther on September 20, 2017
Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions
Read Answer Asked by Peter on September 14, 2017
Q: My concern is the US is going to move to close tax loopholes on companies doing most of their business in the States, but headquartered in other countries. What companies you cover might be negatively impacted in this case?

CXI and BYD are two that spring to mind.

Thanks as always for your great work.

Phil
Read Answer Asked by Phil on September 06, 2017
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