Investment Q&A

Q: I continue to be concerned about the market and corrections and being somewhat more defensive in my holdings. ATD.B has been held at about 3% of my total portfolio for about 3 years and it has met my expectations. Nevertheless, I realize I am under-diversified in the consumer staples sector. Would selling my ATD.B and buying XST, perhaps to a 5% level, be wise, in your opinion, or just me letting anxiety leading me to some 'churning'. I'm a senior-plus so at a stage of withdrawing from my accounts for some income.
Thanks for your input and forgive the wordiness.

Q: Would this be a good time to purchase ATD? What's the difference between ATD.A vs ATD.B, which one would you purchase? Do companies typically offer A class vs B class shares, whats the best option for individual investors.

Thanks,
Neeraj

Q: I was looking for some Canadian blue chip shares to buy as long-term holds. Since both financials and energy have not done well in Canada in recent years I had to look outside those sectors. What is your opinion on these candidates? Any additional suggestions? Thank you as usual four your valuable advice.
Walter

Q: comments please on the quarter??

Q: reorts tomorrow do you have estimates please??

Q: Hi,

Im looking for a lo-volatility, long term steady performer. What do you think of ATD.B or TRI.CI. What do you think of these two choices? Any better ideas?

Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

Q: Our portfolio largely follows your balanced model, and I see we're somewhat overweight in Consumer Non Cyclical. If you were to lighten up on one of these three, which would it be?

Q: hello 5i:
Long time holders of both of the above companies and intend to add to one. Have read the questions submitted in the past, but am wondering which of these companies would you favour:
A.) as far as total returns are concerned
B.) as far as safety is concerned
C.) as far as present valuations are concerned, adding in future growth possibilities

thanks, and deduct as many credits as necessary.
ps. Bought these companies YEARS ago, based on 5i recommendation. While they haven't quite been CSUs - what has? - my only regret is that we didn't buy more. Kudos to you Peter, as Ryan wasn't around back then.

Q: Up nicely on ATD.B and not considering selling but wonder if PKI is worth an add as well. I do not own many stocks similar to ATD so no issues with balancing. What, would the case be for owning PKI and is it one you endorse strongly?

Q: I have a position in PBH and it has not done well recently although it has performed well in the past. Are there any issues with PBH? I am considering selling half and getting a half position on ATD.B. I would love to hear your thoughts. Thanks. SHyam

Q: When is ATD.B expected to report? Thank you.

Q: Is there any news to account for the share price climb in Couche-Tard today? I am thinking about adding to my position now that it has broken its multi-year consolidation trend. Your thoughts please. Thanks.

Q: Are the two companies competing against each other ? Which of the two do you prefer for stability and growth?

Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.

Q: Most equity investments I make are made with a long term view (buy and hold). My recent readings of investment material have concluded in many cases that one of the best indicators of long term successful and rewarding investing is to invest in excellent company management. I would consider some examples of excellent management would be JNJ and closer to home BAM. Both of which I currently own.

Given the great many risks (domestically and internationally) currently threatening even a conservative approach to investing. I am looking to identify up to 10 large companies that have clearly demonstrated excellent consistent management capability. Your consideration in helping me with this by identifying some qualifying companies would be most appreciated. My thought is that at least 5 out of 10 would be Canadian and would be large companies.

Thank you

Q: I want to build a 5 stock portfolio in my TFSA (growth stocks, medium risk) Can you please recommend 5 stocks?

Thanks
Luigi

Q: Hello 5iR Team, Many brokerage houses have developed the portfolio structure of identifying a short list of their "Highest Conviction" stock picks. Then they separate them from all of their other "BUY" rated stocks and/or stocks they have selected to put in a portfolio.
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris

Q: Any good investments that u could give me for my TFSA for 2019. I own the following:
in my TFSA:. CAE, COV ,EIF, QQQ, IRDM, KXS, PPL, SYZ, WSP. . I just turned 80. Ernie, Thx.

Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?