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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: I have a question about CGI, which I've held since 2013, so I've done very well with them, but they don't have a dividend policy, so I'm feeling that the capital gain that I have is being lazy and not working for me without any divvy income to offset. If I was going to sell half, what would you suggest would be a good 3 to 5 year replacement to consider? I tend to favour medium to large caps, and mostly dividend payers. I also have Open Text and Syzlogist as other tech holdings, in a fairly diversified portfolio that includes international and US etf's. I currently do not have any resource/energy (I was thinking Vermillion) or consumer (I was thinking Loblaws or Metro, Dollarama looks expensive still)holdings.

thank you,
Read Answer Asked by g on August 02, 2018
Q: Always nice to have a problem such as where to put the new money received from a 53% premium takeout of ECI. Thanks 5i!
Thinking of getting into CAE or PBH. Any preference? Looking for a bit more growth with some dividend over a 4-5 year period.
Thanks
Sal
Read Answer Asked by Sal on August 01, 2018
Q: Good day,

I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.
Read Answer Asked by Enzo on August 01, 2018
Q: watching these two companies share price roll over - i see a comment on PBH about quarter coming and market worried, but isn't this more about heavy debt loads whose share prices have done extremely well and the ramifications of higher rates? PBH has $480M of debt! BYD $250M
Read Answer Asked by Chris on July 31, 2018
Q: "Valentine's Day"for many market darlings including the FAANG & its can.equivalent,the DOCKS(per Ryan).Amongst the wreckage,PHO stood out as a winner,up 5.46%.Premarket today PBH announced purchase of 62.6% of Yorkshire Valley Farms.But it dropped 3.45% today.Your take. Is this a good time to start a position?.Txs for u usual great services & views Peter Hodson on maket call,Aug 3
Read Answer Asked by Peter on July 31, 2018
Q: I am having difficulty finding industrial and consumer defensive stocks that have decent yields and security. I suppose this is because they doing well right now. Do you have any suggestions? I am looking for stability in economic downturn, while offering a reasonable yield and dividend growth.
Read Answer Asked by Federico on July 31, 2018
Q: Hello I have been watching PBH slowly go down every day for the last little while and was wondering what news is out there causing this? I have found none. I own this in a well diversified RRSP account and have a 40+% gain on my position and I am wondering if I should sell to take the gains and move onto something else?. How do the earnings estimates look for August 13th? Thank you for the great service and advice.
Read Answer Asked by Kolbi on July 24, 2018
Q: I currently have MFI, PBH, ATD.B. I'm under weight in consumer non-cycl. I'm planning to add to PBH to bring it up to a 2% position. Could you recommend a US non-cycl. name you find interesting.

Thank you
Read Answer Asked by Brent on July 20, 2018
Q: Hi. Thanks for all the great advise and suggestions you provide. Please recommend 6 to 8 growth stocks that are diversified if possible for a 10 year timeline.. thank you.

Dexter
Read Answer Asked by DEXTER on July 18, 2018
Q: Gentlemen,
I have CLS, SIS & TSGI ruffly equal weight on my TFSA, I have some cash to add.
On which name 5I will suggest to add ?
On my total PF SIS=4.8% TSGY=2.5% CLS=2%
Thanks
Best Regards
Read Answer Asked by Djamel on July 17, 2018
Q: What are your BEST 5 ideas for a TSFA account. Thanks Valter.
Read Answer Asked by Valter on July 09, 2018
Q: What are your recommendations for a 12 (Canadian) stock TFSA from your BE portfolio with a 3-5 yr hold with average to above average risk tolerance? Looking for individual company names.

Thank you
Read Answer Asked by Glen on July 04, 2018
Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you
Read Answer Asked by David on July 04, 2018
Q: What are your top picks in CD and CS
Thanks
Read Answer Asked by James on July 04, 2018
Q: 6/56 5I blog--Tech analysis:consumer staple & telcom stocks breaking out on seasonal cue.In light of a rising rate environment,is it the right time to buy ATD.B,DOL & PBH?.If so,please list your order of preference(best first). The top 10 holdings of XST(cons staple ETF) includes ATD.b(22.35%) & PBH(4.53%).Thanks for u usual great services & advices.
Read Answer Asked by Peter on July 03, 2018
Q: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,
Read Answer Asked by Dean on June 28, 2018
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