Q: What three companies in the growth portfolio would you have no qualms of starting a position today?
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Investment Q&A
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- Park Lawn Corporation (PLC)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Tricon Residential Inc. (TCN)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Nutrien Ltd. (NTR)
- Boyd Group Services Inc. (BYD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).
As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!
As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!
Q: Any reason for the drop today in a very bullish market?
Sheldon
Sheldon
- Sangoma Technologies Corporation (STC)
- Park Lawn Corporation (PLC)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- Thomson Reuters Corporation (TRI)
- goeasy Ltd. (GSY)
Q: Hi, for my TFSA I primarily hold small dividend with steady growth companies, to keep things somewhat stable. STC is the exception. I have room for one more company.
With that in mind could you suggest 3 stocks that may fit in with what i already have, keeping sector diversity in mind. ( I also have ATD.B in another account)
Thanks, really enjoy your platform and service to the small investors.
With that in mind could you suggest 3 stocks that may fit in with what i already have, keeping sector diversity in mind. ( I also have ATD.B in another account)
Thanks, really enjoy your platform and service to the small investors.
- Dollarama Inc. (DOL)
- Metro Inc. (MRU)
- Wheaton Precious Metals Corp. (WPM)
- Stantec Inc. (STN)
- Kinaxis Inc. (KXS)
- Thomson Reuters Corporation (TRI)
Q: Hi, I need to harvest realized gain of approx. $15000. I plan to repurchase the above funds after 30 days. Are there any that you would not sell at this point?
Or after the 3rd quarter results?
Thank you for your excellent service.
Or after the 3rd quarter results?
Thank you for your excellent service.
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- Thomson Reuters Corporation (TRI)
- Leon's Furniture Limited (LNF)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Over the next few months, I plan to buy the 5 stocks listed. Not sure if there is a preferred order of purchase. This will be in a non-registered investment account, where dividend accumulation and safety of principal are the main goals. Buy and hold forever. I keep all of my growth stocks in my TFSA, and I have most of those recommended by 5i. Could you please recommend an ordered sequence for purchase of these 5? (If you see one.) Thank you for continued great service.
- Park Lawn Corporation (PLC)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Tricon Residential Inc. (TCN)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
- Nutrien Ltd. (NTR)
- Boyd Group Services Inc. (BYD)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).
Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!
Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!
- Garmin Ltd. (Switzerland) (GRMN)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- JPMorgan Chase & Co. (JPM)
- NextEra Energy Inc. (NEE)
- Procter & Gamble Company (The) (PG)
- Visa Inc. (V)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Restaurant Brands International Inc. (QSR)
- Thomson Reuters Corporation (TRI)
- Evertz Technologies Limited (ET)
- LifeWorks Inc. (LWRK)
Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Restaurant Brands International Inc. (QSR)
- Thomson Reuters Corporation (TRI)
- Leon's Furniture Limited (LNF)
- Hydro One Limited (H)
- ECN Capital Corp. (ECN)
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
Q: My TFSA is pretty much the way I want it. But now I'm organizing my non-registered account. First, Is there too much overlap between BAMR and SLF. (if so which one would you prefer). Second, Is there too much overlap between FTS and H (if so which one would you prefer. Could you put all of these in rank order, best fundamentals first. Finally, should I just take equal sized positions in all, even position sizes end up being quite small, like somewhere between 1.5% and 2%. If you think those size positions are too small I will eliminate the last 2 or 3 from your rank ordering. I mainly want the dividends in a set and forget style setup, and I will add to positions as funds come available. Thank you again for excellent insight and advice. I learn an enormous amount from the Q/As daily.
Q: Please comment on the nice move today.
Sheldon
Sheldon
- Enbridge Inc. (ENB)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Descartes Systems Group Inc. (The) (DSG)
- Thomson Reuters Corporation (TRI)
- Leon's Furniture Limited (LNF)
- Hydro One Limited (H)
Q: Hello: I'm looking for several buy-and-hold "forever" companies. When I die, they will go to my children. Could you assess the above in those terms and rank order them, best first. I know you like all of these companies, but I"m not sure if you like them "forever." If you think I should drop any, please note. And if there are a couple not on the list that you think could be, also please note. Thank you for continued excellent service.
Q: LNF is held in a portfolio whose mandate is income and capital preservation. There are a total of 12 equity positions. LNF seems to have some concerns about imported furniture and recently had a small downgrade from an analyst. I am wondering about switching to, say, TRI. Would such a switch be good, this portfolio with its mandate. Thank you for your excellent service.
Q: Do you see the current price as a reasonable entry point for TRI or would you recommend waiting for a pullback?
- WSP Global Inc. (WSP)
- FirstService Corporation (FSV)
- ATS Corporation (ATS)
- AutoCanada Inc. (ACQ)
- Thomson Reuters Corporation (TRI)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
Q: Hi , please rank their short and long term growth potential . thanks.
Q: Please help me decide between TRI and MG for a 3-5 year hold considering total return , risk and current valuation. What would be a good entry point for the one you pick? Thank you.
Q: Is it a mature company that has a lot upside still ? I find it interesting as I found it is included in 5i growth portfolio model . Thanks a million.
- Sun Life Financial Inc. (SLF)
- Restaurant Brands International Inc. (QSR)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.
thanks
Jim
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.
thanks
Jim
- WSP Global Inc. (WSP)
- FirstService Corporation (FSV)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Waste Connections Inc. (WCN)
- Nutrien Ltd. (NTR)
- BMO Nasdaq 100 Equity Index ETF (ZNQ)
Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek
- Sangoma Technologies Corporation (STC)
- Park Lawn Corporation (PLC)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Thomson Reuters Corporation (TRI)
- Xebec Adsorption Inc. (XBC)
Q: Hi, I have these stocks in my Tfsa account, and looking to add two more . Keeping the sector in mind , would like a couple suggestion on a (small dividend if possible) steady growth stock. Was looking at SLF or X but not sure.
Thanks
Thanks