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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: My son is in his early 20s and building a portfolio based on your balanced portfolio. He currently holds 11 stocks. He has no industrials, communications and only TOY in the consumer space. We are thinking of selling ADN from his TFSA and replacing it with SIS or PBH as we know you recommend growth stocks in a TFSA. He also has MX in the material sector. Is this a good plan, not necessary, or do you have another suggestion from the above list that you think is better? Thanks
Read Answer Asked by Paul on August 08, 2017
Q: Goodmorning My wife has approximately 50k in cash in her rrsp that she would like to put to work she is looking for 5 investment ideas for a conservative investor be they ETF or individual companies that pay a 3 to 4 % dividend. She is currently well diversified over all sectors
Thks
Marcel
Read Answer Asked by Marcel on August 01, 2017
Q: Hi, currently I hold these stocks as part of my consumers staples. Thinking of selling L and moving funds into one of the other names. Which would be best? Can you rank these? Thanks!
Read Answer Asked by Keith on July 27, 2017
Q: Hi 5i - I have a half position in BPF.UN (that has done well) and thinking about adding a half position in AW.UN (need some more consumer exposure). You have mentioned its preferable to buy into strength rather than negative momentum - what would you recommend here? Or should I just buy PBH? Thanks, Neil
Read Answer Asked by Neil on July 24, 2017
Q: Hi 5i,

I currently have 14% of my portfolio in materials, which include MX (3.2%), CCL (4.25%), ZCL (3.47%) and AEM (2.84%).

I also have 12% of my portfolio in consumer non-disc, which include PBH (4.85%), DOL (3.47%) and ZZZ (3.2%).

For a growth oriented investor with 30 years until retirement what do you recommend as an appropriate allocation to materials and consumer non-disc? I will need to trim my holdings in each of these sectors to re-balance as I feel I am overweight so any suggestions on what should go?

Thank you as always,

Jon

Read Answer Asked by Jonathan on July 21, 2017
Q: Hi Peter and Group. I have just taken some profits on WEF - I needed to lessen my exposure anyway. What is your top 3 stocks I should reinvest in? (regardless of sector) - I am a moderate risk investor. Thanks for the service
Read Answer Asked by Terence on July 12, 2017
Q: Hi 5I just reviewing our positions and two laggards of late are fcr. and exe. Not concerned about holding them but wondering about replacing them for a better dividend or potential growth. Your thought would be appreciated.
Read Answer Asked by Robert on July 12, 2017
Q: I need to increase my holdings of Consumer staples. Please rank the following in order of your preference when the main focus is dividend growth with secondary goal of capital appreciation.
ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A

I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?

Many Thanks

Paul
Read Answer Asked by paul on July 10, 2017
Q: With the prospect of interest rates rising in the very near future, is it time to lighten up on Reits?
Do you feel that there is much more upside in NFI and PBH stocks from their current values?
As always,thanks for your advice.
Read Answer Asked by Hanna on July 05, 2017
Q: I want to add some stocks to my TFSA and would prefer to have companies with good dividends (approx. 4%) and decent capital appreciation prospects for the next 3 to 5 years. Would you have any names that fit these criteria? Thanks
Read Answer Asked by Glen on July 04, 2017
Q: I currently own both of these companies. I'm planning on adding to one. Which would be your first choice for a long term hold {3 to 5 years} balancing some safety with reasonable growth.


Thanks Valter
Read Answer Asked by Valter on June 29, 2017
Q: About a month ago, a member asked about the above companies, and you responded that you considered PBH riskier (although not *that* risky overall). In light of the AMZN move, do you still consider PBH riskier? I hold L, should I switch to PBH? For longterm, hopefully indefinite hold. Thank you.
Read Answer Asked by Walter on June 19, 2017
Q: I have an rdsp for my son with approx.15% each in BCE, CM, ENB,OTEX and SIS. Also 4% in EFN. Can you please suggest 2 stocks to add to this portfolio? We have over 15 years before needing the money.
Thank you!
Read Answer Asked by Lois on June 13, 2017
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