Investment Q&A

Q: Hi 5i Team Please rank these stocks in order of preference would like information on which has the most growth potential in terms of share appreciation. CSU MG AVO COV GC OTEX Thanks Claude

Q: I want to invest in either MG or CCL.B & am leaning towards MG. Which would you suggest considering that I won't have too much in the sector[s] regardless of which stock I choose?Which is cheaper& has the most potential for growth & dividend increases?
Thanks as always for your great advice.
Dave

Q: Can you recommend 5 stocks which have high growth potential, but currently undervalued or not over-valued for 3 - 5 years hold ? These stocks can be in any sector and can be Canadian or US .
Thanks

Q: It looks to me that the odds get worse every day of NAFTA being torn up, and not simply amended. If this comes to be, what would a strategy be protect my portfolio? Where can a person hide most effectively, and what sectors should be avoided ?

Q: Hi Peter and Team,
For this year's RRIF payment, I need to sell approximately 14K of stocks as I've been almost fully invested over the last year, in large measure due to 5i's superb recommendations. The stocks listed above are in sectors where I am overweight. I have several questions, so please deduct credits as you see fit:
(1) If I sold CGX outright, I'd obtain roughly 14K and would reduce my total number of holdings and lower my overweight consumer discretionary stocks. Even though CGX has fallen from its lofty heights, I'm still up, especially when factoring in the accumulated dividends. Also, there would be only one sell transaction. Are you OK with this plan?
(2) Are there any others in the list that could/should be an outright sell?
(3) Or, would a better plan be to reduce holdings in each stock by taking profits?
Of course, this would mean more sell transaction fees.

As always, I defer to your recommendations, and have been rewarded for doing so. Thanks in advance.

Q: Peter I have 100'000inus funds I want to invest it in Canadian companies who pay dividens in us could you suggest say 8 to 10 stocks that you would consider for this I am retired and it is for income should we go south at any time
Thank you for your advice Pat

Q: Hi Peter, Ryan & Staff,
Seeing how NFI has been moving sideways, would it be better to switch out of it and go with MG instead.
What are your thoughts.
Thanks for the great service.
Ivan

Q: In your opinion if Trump cancelled Nafta, which 6 Canadian Co's would be the most affected in order?
Thanks

Q: Hi - I currently own Linamar (4% weight in a 22 stock portfolio) with a small profit remaining. I was wondering about switching to Magna and wondering about your thoughts on this? I'm a growth investor so looking for best prospects for next 12 months. Alternatively, if you feel neither should be held at this point, I'm ok with that as well. Thanks as always.

Q: for a small position in a tfsa account would you recommend mg or nfi for a 2 to 3 year hold? Would you please evaluate using your usual thorough metrics? Thank you/

Q: Good day,

What do you consider to be the top 5-10 undervalued stocks in your coverage universe or in the portfolios right now?

Thanks!

Derek

Q: Is it now a good time to invest in MG or LNR？Which one would you pick and please explain. Thanks

Q: You indicated that MG, like many other companies, will be or have bought back shares. Once the shares are repurchased what happens: a) do the shares reside with MG and can be resold at a later date? Or B) the shares deleted from the total pool of shares under MG? ie the share count is forever reduced. Or c) something else?
Many thanks.

Clayton

Q: May you please comment on MG's earnings?
Thanks
Karim

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

Q: Hi Peter and team
I need cash from our LIF/RIF accounts and need to decide which stocks to pare. Considering future growth, should I sell equal amounts from ENGH / GIB'A or sell only one , and MG / PBH for another account? Appreciate your help.
Gary

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!

Q: You recently commented that 18% of a portfolio in utilities is fairly high, especially in a time of rising interest rates and might reduce across the board here.
Can you recommend your top 3 stock picks with dividends that you feel will benefit the most in this time of rising interest rates? Not including the big banks.

Q: Hi, i am looking to add some of these names to my portfolio. I want long term growth. I am young and can hold 5 years plus. Please ignore sector diversification. Can you rank best to worst. Can you also comment on significant valuation differences? IE MG versus NFI or WPK. Is it simply business earnings stability? Because it appears growth in Magna earnings is quite significant even relative to NFI or WPK.

Q: I have a portfolio that mostly mirrors your balanced portfolio with some stocks from your growth portfolio. In tech I hold PHO instead of SYZ which has worked out great. However in consumer discretionary I hold a 2% position in XTC instead of MG which has not been as great. I also hold TOY (5.6%) and DOO (3.5%) instead of GC. I have a 1.5% cash position to put to work and am trying to decide on adding a half position in GC or adding to XTC. Alternatively I could sell XTC at a loss and buy a full position(3%+) in MG or GC. Your ideas would be appreciated. Thank you