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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 Peter & Ryan,
As a long-term holder of CGI accrued solid returns past 5 years. When compared against competitor Accenture CGI is a laggard. I'm considering swapping GIB.A for ACN. What's holding me back is the higher valuation multiple on ACN. Arguably GIB.A is better value but... Some of my holdings are in registered accounts so tax is not a consequence. As always your wisdom-filled feedback on the potential of this trade is welcome. TIA for commentary.
Read Answer Asked by Maury on June 16, 2021
Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David
Read Answer Asked by david on June 16, 2021
Q: Hello, I have a well diversified portfolio with
• Asset: 73% equity, 16% FI (mostly cash), 2% Real estate, and 9% Preferred
• Geography: 37% in Canada, 38% in US, 10% in Global (not counting cash)
• Sector: 18% in utilities, 18% in Finance, 24% in high tech, 8% in consumer, 7% in multi sector ETFs, 7 % in health, and 5% or less in each Telecom, Material, energy, and Industrial
Portfolio Dividend yield is roughly 2.9%. I like to deploy part of the cash (6 to 8%) in Canadian safe dividend stocks to increase portfolio yield. Investment horizon is 10+ years. I already have Popular names like ENB, BCE, TRP, POW, BNS, EMA, T, TD, FTS, RY, SLF, RCI.b, and AQN.). Here is my question:
Should I add more to the shares I already hold, or do you have suggestions for companies with safe and growing dividend in the sectors I am under weight. I am about 5.16% in Telecom. Option is to add more to BCE, Telus, and/or Rogers? Is this a good strategy or should add more to growth stocks since I have 10+ years of time horizon.
Thanks for your support.
Read Answer Asked by Naren on June 16, 2021
Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
Read Answer Asked by Carlo on June 16, 2021
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