Investment Q&A

Q: Hi group appreciate your views on the top 5 sectors in today new crazy investing world also in order list your top 3 stock picks (list both the preferred sectors + stocks in order of preference ) deduct points as you see fit thanks for your insight. I am a medium risk investor

Q: Retired dividend-income investor. I am a little light in the Consumer sector. I already own PBH, NWC and PLC with "full" positions relative to their individual risk level, as well as consumer stocks held within various ETFs (ZLB, CDZ, ZWC). I save a full 5% position for blue-chip stocks, like RY, FTS, BCE.

I started looking into the above stocks (AW, CTC, LNF, MG, PRMW, QSR), but filtered it down to a choice of LNF vs PRMW, using both fundamentals and technicals as well as considering my current holdings.

Q#1 = Based on PBH, NWC and PLC being long term holds, do you agree that 2 food companies are enough => I should select a non-food consumer, right?

Q#2 = If I had to choose between LNF and PRMW today, I am leaning towards LNF (better P/B, P/CF, P/S, ROE...better dividend too). So, in my opinion, I think it shows better value. Do you agree? Which shows better upside (I only see 1 analyst on LNF with a target of $17.00)?

Q#3 = Are there other Consumer stocks I should consider? Or, in your opinion, are any of the 5 stocks mentioned above deserve consideration?

Bottom line = where would you put your money?
Thanks, I appreciate your help.....Steve

Q: Auto parts mfg.: are any a buy right now and why please? With EV gaining momentum which would benefit the most?

Q: I am really enjoying the service 5i provides. I don't have any consumer cyclical companies in my portfolio. Please provide your top three picks for Canadian consumer cyclical stocks in ranked order.
I have been looking at purchasing Magna, but only have access to the funds as of today. I'm reluctant to purchase Magna given the big jump in price over the price over the past few days.
I have a 5 to 10 year investing timeline.

Q: Thougts on the Magna quarter please?

Q: Hi,
if you were putting a fund together comparable to VGG, but for Canadian equities, what might be your first 5 top picks assuming the same criteria for the ETF? Also, what would be your 3 honorable mentions?
When comparing CDZ and VGG what are the main differences in terms of the stocks that make up these two ETF's?
Many thanks,
Dan

Q: I am interested in an electric vehicle stock investment. What stocks currently appear to have the best growth potential?

Q: Hi, I was going to add to my consumer cyclicals by adding LNF based on your previous comments to others. However, I see this has a low volume of shares trading each day. This raises a red flag since if something should go wrong (e.g. bad quarter), the stock can drop considerably more as people scramble to get out. Do you see this as a valid concern? My other holdings in this sector are MG and CTC.A, both at full weightings. Can you suggest any others?

Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks

Q: Every year I look for a beaten down company - out of favor this year but with an intact business likely to do well in future years. What should we be keeping our eyes on?

John

Q: Without regard to sector what are you top picks in cyclicals also renewable sectors?

Q: Hi team
this stock has run up from $ 59 to now $ 68 in 2 weeks span

are there any news in this company to account for that?

I did have a half position, is it a hold, buy or sell?

I think one gets a nice dividend, would you add on to Magna at this stage ?
not sure if you can tell us the seasonal trend for this stock as well, thanks
Michael

Q: good morning
I've been reading about Ford committing to manufacture electric vehicles in Canada, starting in the not so near future. What, if anything, does this mean for MG, for a longer term investor? Also, are there any other Canadian companies that will derive significant benefit from the Ford decision, and what would be the timely approach to investing in this direction? As always, many thanks.

Q: There are a number of injection moulded plastic companies-would you have a favourite,or would one be better buying Magna. Does Magna make mouldings only for Magna?

Q: To add to Donald's question:

i have a position in NFI (now about 2,5 %). Considering that:
-its a long term hold (5 years +, no need for dividend money while waiting)
-that it is hold in a registered account ,so no taxes loss or gain
-that trading fees are not significant

would you keep the current NFI position or switch it to MG ?

Q: Would you buy NFI or MG? Both vehicle manufactures that are high beta. Similar dividends and both building vehicles for the low carbon future. Regular dividend increases for MG is good and NFI cut it's dividend. Which would you chose nd what would be your primary reason? Thanks Ron

Q: Given the recent corrections, what are some names (Canada and US) you would add? Thanks!

Q: Retired dividend-income investor. Looking to add to my Consumer sector. I already own PBH, NWC, PLC. I am looking to add one more name, preferably with a dividend > 3%, although dividend security and dividend growth are more important than todays yield.

I have looked at CTC.A, LNF, MG, PRMW and QSR. I have researched each using both fundamentals (beta, P/E, P/BV, P/CF, P/S, ROE) and technicals (higher highs and higher lows, above 200mda), as well as current analyst estimates.

CTC.A comes across as just "ok". LNF has already had an incredible jump recently, so I am hesitant to buy at current prices. MG is not bad, but shows a ROE = -1%. PRMW looks good except for the ROE = -9%. QSR also looks good, showing a ROE = +29% (I can't find P/BV and P/CF anywhere). The bottom line is there doesn't appear to be a stand out obvious buy. I am leaning toward one of MG, PRMW or QSR.

Would you please rank all 5 companies from best to worst for the following (assuming a 3-5 year hold):
a) Dividend security
b) Capital gain potential
c) Total return potential

Thanks for your help. Much appreciated....Steve

Q: Pho is in descent .i owned his once before meterioc rise followed by steady decline. Should i continue to hold .
Another stock is MG not the same as PHO but concerning

Q: Can you comment on earnings and what you think lies ahead. Good time to add to position?