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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 ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.

Read Answer Asked by Regan on February 07, 2023

Q: Good Morning. My mother (94 years old) is looking for a metals stock. She asked about Rus. I see it has been flat for a year (-2%). 5i seems to like STLC which is near a 52-w high and up about 60% over a year. I have Teck.b and it is near a 52-w high, so not sure about recommending that. I was thinking NTR (materials) may be a suggestion. Or what about FM as a new thought?

What would the experts at 5i suggest?

BTW, I suggested that she subscribe to 5i but she reminded me that she has never used a computer ... maybe lucky her!

Read Answer Asked by Dan on January 20, 2023

Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.

Read Answer Asked by John on January 10, 2023

Q: hello 5i:
today, would you sell (if already owned), AC; and buy EIF (not owned). Why or why not? Would there be 3 or 4 income stocks you'd prefer to EIF in the Industrial space?
Paul L

Read Answer Asked by Paul on July 04, 2022

Q: I am a young retiree with a well diversified portfolio. I could use some stability and dividend in my portfolio which is more focused on growth. Can I have your assessment on Russel metals. It seems that the economy should continue to do well even with some inflation as the markets seem to have digested the increase in rates. The world will always need metals to manufacture things. Why is Russel so cheap? Why is it not in your income portfolio?

Thanks a million LOL LOL

Read Answer Asked by Yves on March 24, 2022

Q: Looking for a few ideas of beaten up 3% or more dividend payers? I already own SLF, WCP, and ZEB. Current portfolio holdings are made up 19% energy, 35% tech, 15% financial services, 20% consumer cyclicals, less than 5% in the rest. Not too worried about divirsification, I sleep well even when blood is running in the streets.

Read Answer Asked by Charles on January 27, 2022

Q: I get that this drop and volatility is a bit multi faceted but it seems centred around rates and QE easing. So hitting tech and growth stocks makes sense but I just can't figure out why something like RUS is getting hit so hard. Any thoughts? EAF is in the same boat but its always been a bit more volatile.

Read Answer Asked by Graham on January 25, 2022

Q: Which Canadian companies stand to get hurt the worst with this trade war coming with USA
as they are starting to play Hard Ball with us.

Read Answer Asked by JAMES on December 15, 2021

Q: I'm interested in freeing up some cash in one of our RRSP accounts and, in order to do so, plan to sell one of the 3 listed companies.
Kindly advise which one you would consider disposing of first and, perhaps, a brief explanation as to why.
Thanks for the help. Richard

Read Answer Asked by Richard on December 09, 2021

Q: Good Morning Peter & Team,

I know you don't endorse timing. And I don't want to move away from long term strategies holding good names. But there are trends that at time present themselves.

Industrials are experiencing some misses in the current reporting period because of the supply chain issues. A guest commentator on BNN mentioned they expect good quality industrials will be lowering their expectations moving forward. The supply chain challenges will get fixed and when this happens with these lowered expectations in place, this same commentator said the Industrial Sector could perform quite well.

Do you think this is going to happen? And if so, which names would stand out for you? Does Eaton Corp (ETN) make the list?

Thanks for all you do


Read Answer Asked by Gord on October 25, 2021

Q: I am looking to lock in some profits and hold a little more cash at the moment. The above stocks are ones I've done well on but are feeling a bit stagnant at the moment. I still like them but looking for ones to sell that have the least FOMO. BNS is probably already a for sure as I am overweight on it a lot at the moment. I have losses from the market downturn so taxes are not a major concern. What of these would you consider selling first if raising cash? I don't worry about sector weights.

Read Answer Asked by Graham on August 30, 2021