Investment Q&A

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: I would appreciate your opinion on the trades Iwas considering selling rsi,cae,aqn buy mg with the proceeds. Sell trp buy cnr. Sell sis,spb buy mg
Thanks for your help

Q: Gentleman; what are your thoughts on the earnings report announced after the close on Wednesday?

Tks, Ron P.

Q: Bought BAD a few months back as a recovery play and have done ok however recent results cause me to question the growth prospects. Should I continue to hold or sell and add to my existing positions in SIS, NFI, QSR and MG. All good recovery plays in my opinion.
Thanks

Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.

Q: Hi, currently holding these as my industrials, looking to add 1-2% to this sector. Looking for long term growth, would be in RSP. How would you rank these if I were adding? Thanks!
TSE:XBC 2.72%
TSE:WSP 2.41%
TSE:ATA 1.83%
TSE:AC 1.46%
TSE:SIS 1.4%
TSE:GDI 1.2%

Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help

Q: OOpinion

Q: I've portioned off a smaller amount of my portfolio into a separate unregistered account, reserved for growth names. Currently holding GRN, KRR, PRN, QST, STC, WELL. I have cash for 4 more names, will hold for up to 6 years. I was thinking about SIS. XBC is already held in my TFSA. Can you please suggest 4 growth names to consider that would complement the existing holdings? Thanks.

Q: For New money to initiate positions which 5 stocks in each of the portfolios would you recommend investing. On a related note, is there a reason you don’t put buy or hold or buy up to prices in any of the portfolios, or is your stance if it is in there it is a buy regardless of how much a stock may have run up since it was originally recommended.

Q: I have purchased your Portfolio Analytics tool - so far so good. For my RRSP, I need to increase stock holdings from 2% (average) to 5%. This will assist me to better align my industry allocation while increasing my average stock percentage . Do you feel its a good time/right stocks to bring to a 5% holding - PBH, WSP, WELL and SIS? All are currently at approx. 2% and I have a 17 year investment horizon. If you feel WELL is too much risk can you suggest another health stock?

Q: Hello
If you had to chose between SIS and GDI to hold for the next three years, which would you prefer. They are close in market cap but SIS pays a monthly dividend and appears to be making a comeback. I currently hold GDI but am leaning toward switching back to SIS
Thanks for your great service
Clarence

Q: Hi,
I'm finally just back above water on SIS with its recent highs. Typically, once I've ridden a stock to the low lows without selling and it comes back up, I sell once I break even - and consider myself lucky. But I know that's really the right move - it's the emotional move.

My ACB is $17 bucks. Do I keep my finger away from the sell button and hold on for more upside?

Thanks,
Robert

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Q: What do you like better between Well and Savaria. Which company has better potential at Growth.

Q: I want to consolidate my smallest 5 holdings into 2. Using long term share appreciation as the only factor which two would you choose.

Q: Hi team,

What would be your favourite/top growth stock under $5? (in a prior answer you had indicated STC, is this still the case? I do own a 1/2 position at $2.65 as per your prior suggestion...thanks!!)
Favourite/top growth stock under $10?
And favourite/top growth stock under $20?
Assume I have a well diversified portfolio so looking at small/mid cap growth.
5-10+ year holding period.

Steve

Q: Thoughts please on the Savaria acquisition? Thx

Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.

Q: On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): GSY, SIS, BAM, TRI, SLF, TFII. If only one could be owned, which would you choose today? Thank you.