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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: 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
Q: My 30 years old son has a portfolio mixed with individual Canadian stocks, US ETF.and international ETF. In his Canadian side, he has TD, ECI, AQN, SIS, TOY, KXS, GUD, XEG + WCP.. Currently, his cash reserve can top up two more names. What would you suggest? Thanks
Read Answer Asked by Esther on June 09, 2017
Q: Hi

I have 25000 investable cash for my tfsa acct, can you recommend 3 stocks I can pick for a long term(5years)hold.

Thanks.
Read Answer Asked by sunday on June 09, 2017
Q: I have opened an RESP for my 5month old with 3K in it (2500 plus 500 from govt). I know its small the first year, but I don't want to add a Canadian ETF as they are too oil and gas and financial focused.

I would like to own some good Canadian growth names that will hopefully be worth a lot when she heads off to school in 18 years and would like to keep it small since it is a small account to start. My idea was the following 7: GUD, SHOP, SIS, T, TD, AQN, PBH. I would like your opinion on them. Would you do anything differently?

Once I own all of the Canadian stocks my plan is to add XAW for world diversification.

What do you think of this idea? Which stocks would you add to the account first? I was thinking of starting with either 3 of 1K each or 4 of 750 each. I pay 7 dollars to buy them which isn't too bad.

What order would you add in?

With only 3K per year in the account it would take 3 years to get the stocks and ETF. I could just add another 2500 to the account now so that I can buy more of it now and be instantly diversified. I would not receive the grant on it but would I still receive future grants?

Read Answer Asked by Carla on June 08, 2017
Q: Hello
The following is my tfsa account
TD,CM,CAE,ATD,RY,DOL,MG,SIS,GIB,KXS
I would like to expand my portfolio by two or three stocks
What would you advise
Thanks
Read Answer Asked by Lucien on June 05, 2017
Q: I WOULD APPRECIATE HEARING YOUR TOP BUY IDEA FOR A SMALL TO MID CAP AND LARGE STOCK PICK TODAY. THANKYOU
Read Answer Asked by John on June 01, 2017
Q: Hello 5i
The positions for KXS (kinaxis) and PBH (premium brands) have run to 6% of my kids' RESP (thanks 5i!).
Should I sell off 1% of each and purchase PHO? Or as I am waiting for TIO to close and that is a 3% position would I use TIO funds instead to purchase PHO and just let Kxs and pbh run?

In terms of RESP management, my kids are 4 years away from drawing down on the funds. Our plan is to turn enough investments to cash each may to cover our annual contribution for each child for the September to April year. The remaining funds would be otherwise fully invested except the fund has roughly 5% cash and 0 fixed assets. Please comment.

Read Answer Asked by Kat on May 25, 2017
Q: Your current opinion on CARA please. It continues to under perform. Would you recommend selling it and buying something else in the Consumer space? Thanks.
Read Answer Asked by David on May 23, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Defensive (Staples - Non Cyclical) sector which is 15% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you - my portfolio is now cleaner and easier - sold the losers.
Read Answer Asked by Terry on May 16, 2017
Q: I am overweight PBH (thanks 5i) and looking to sell half and purchase something else in the consumer sector. GIL looks like an interesting fit, however the risk associated with one customer having 18.2% share and no fixed contract seems a bit daunting. Do we know who this customer is - a retailer like Walmart or a wholesaler? Has thee been a long term association? Given the value of this customer to Gildan would they not put significant pressure on Gildan to reduce margins.
Thanks in advance for your answer and your excellent service
Read Answer Asked by mitchell on May 09, 2017
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