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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: Hi guys, I'm looking at your response to 'who's likely to suffer when NAFTA gets torn up' (which seems increasingly likely)... I have held these for a long time and been VERY happy with all of them, but is it time to trim them down? Do you think the NAFTA threat is sufficiently priced in? I'd love to get your thoughts on each one. Thanks! PS -- you can ding me for 5 questions :-)
Read Answer Asked by Kate on November 22, 2017
Q: If someone was looking to add to a TFSA account, what would be your best 5 ideas to invest in.


Thanks Valter
Read Answer Asked by Valter on November 20, 2017
Q: Hi

Based on Ryan's reply to the questions asked on the 3 companies mentioned above today on BNN.
Would it be wise to sell them now or reduce my position?
If yes, what would you suggest to replace them with?
Looking for growth first and a dividend is always nice.
Thank you
Mike

Read Answer Asked by Mike on November 15, 2017
Q: PBH is down bigtime today but I am far more concerned about ENB. PBH is still very much in an uptrend as it has been since 2009. ENB on the other hand, is in a downtrend and has been for a year now. And, very, very rare for a Balanced Equity stock, has been showing up in the 52 week low column a number of times in the past while. What do you see for ENB. Are you considering any changes?
Read Answer Asked by Fred on November 15, 2017
Q: I have the following stocks in an non-registered account with curent weightings between 2.5% and 3.5% : TD, WSP, CSU, TOY and PBH. I would like to deploy a 2% cash.
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...

Thank you,
Read Answer Asked by Julien on November 09, 2017
Q: Hi Peter and 5i team,
we would like to add a new name to our grandson's [age 4] RESP. In your opinion , what would be a good addition.
thanks
Read Answer Asked by john on November 07, 2017
Q: Hi David,
I'm looking to add three positions to my business passive account -- i'm up 15% year to date.
I have equal weight in each stock and am looking to add more diversity. A combination of income and growth US or Canadian -- minimum $1 billion market cap.

What would you recommend here.
Thanks,
Raymond
Read Answer Asked by raymond on November 07, 2017
Q: This was my question and the answer I promptly received yesterday. The answer was spot on but I have full positions in both SIS and GSY. I have sold my KPT today. Do you have a third name that might be suitable to replace it?

Thanks Heaps
Question:
I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement? Thank you

Answer:
KPT really has not created much value, and the stock was higher in 2013 than it is today. For income we would consider it 'so so' and certainly think there are better options out there. We prefer dividend growth, and the dividend has not changed in five years.

We would consider SIS and/or GSY for a nice combination of growth and dividend growth.
Read Answer Asked by Stephen on November 01, 2017
Q: For a 40 year old, starting to save for retirement. Currently have in an RRSP these stocks: TOY, ATD.B SIS and TD. Now have room for two more holdings. Can you suggest 2 or 3 please?
Read Answer Asked by Elliott on October 30, 2017
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
Read Answer Asked by Gary on October 27, 2017
Q: I currently own half positions in the above companies I am considering selling cxi and taking a full position in toy Would you agree with this strategy or would you recommend an alternate strategy these holdings are in my TFSA

Thks
Marcel
Read Answer Asked by Marcel on October 27, 2017
Q: Hello 5i. I have a sizeable gain in this company and wondering if I should take some profits or keep accumulating it. (as you say averaging up is a good thing!)The investment thesis still seems sound but can I get your assessment on pbh. What is it's projected annual growth rate for the next few yrs? debt load? What valuation do you give it? Are there any red flags?
thanks!
Read Answer Asked by pietro on October 26, 2017
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