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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 am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed
Read Answer Asked by Federico on July 17, 2019
Q: Hi 5i,

Looking to rebalance my industrials listed above. Before asking my question a little background info: Sitting at 10% sector weight with each of the listed stocks at equal weight. I would like companies with manageable debt, conservative growth and mid-large cap, with growing dividends. Shareholder friendly companies are also a nice to have. I also have a 10+ investment horizon.

Questions base on above, and please deduct as needed:

1) Would you continue to hold these stocks?
2) Which ones would have major issues if and when a slow down occurs?
3) Given answers to above, which new industrials would you recommend to replace the above?

Thanks,
Chris


Read Answer Asked by Christopher on July 17, 2019
Q: Would you have a stop loss on these companies? My worst performers by far -20% and -30% in each. Are insiders selling or have a low position? What is the short position in each company. Thanks
Read Answer Asked by Thomas on July 09, 2019
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: Hi 5i and team
I presently own WSP which ran up to 5% of holdings and SIS. I'm considering selling SIS and adding BYD.UN and or CAE. That move could bring me to 10% industrial. Should i trim WSP and keep industrial to a prefered percentage or Let it run which brings Me to my other question if allowed. I get confused with all sectors ie: cyclical, non cyclical, defensive etc...i would prefer having 7 if possible. I'd appreciate your thoughts with this.
Thanks for your valuable advice as always.
Read Answer Asked by Gilles on July 08, 2019
Q: Hi 5i,
Of the following list which ones will you let go:
PAAS, PHO, MX, SIS, TOY, WEF, NFI, TFII, PBH, and GUD,
and which ones would you keep and why.
I know is not and easy answer, please deduct as many credits as required.
thanks
Fernnado
Read Answer Asked by Fernando on July 08, 2019
Q: Hi, I need to increase my Industrial Sector a fair bit. I started with full positions in CNR, FTT and SIS. CNR has doubled but FTT and SIS are both down, SIS quite a bit.

I started with a half position in WSP and it's up a bit.

What would you do here to increase your Industrials

Thanks
Robert
Read Answer Asked by Robert on July 03, 2019
Q: Hi guys! I asked this question a few days ago and received no reply. Not sure what happened, it could have been on my end. I have equal portions of these 8 stocks in my TFSA. What do you think of these stock selections?
Thank You !
Read Answer Asked by Dean on July 03, 2019
Q: The above funds are presently held in my TFSA - managed account with 1% fees. Unhappy with the overall performance of this account. Are any of these growth funds? Which would you sell. Please recommend funds for a TFSA? Thank you.
Read Answer Asked by Lorraine on June 26, 2019
Q: Hi Guys,

If one believes that the Canadian dollar is about to strengthen over the coming year, what are good ways to take advantage of that?

Am I correct in that my non-hedged ETFs such as VGRO and XAW would come under pressure? Are there any companies that would meaningfully benefit from a stronger Canadian dollar?

Read Answer Asked by Michael on June 20, 2019
Q: Have the above stocks in a TFSA. Would like to add 3 stock to the collections. Suggestions or should I just add to the exiting stocks. Long term hold 5 years plus. Thanks
Read Answer Asked by David on June 13, 2019
Q: Good morning,
Yesterday, I submited this question and never received an answer. My question was "would you invest in one of these companies? if yes, which one? In which order would put them in investment preference?
I am a long term investor particularly in companies who increases their dividend. The four above have increase their dividend in at least the last 6 yrs.

Thank you
Read Answer Asked by Paul on June 11, 2019
Q: I don’t like to add to my losers but the price drop of SIS makes it tempting. The stock is still an expensive one but do you think the dividend will start to give it some support? I’m concidering bringing this back up to a 2.5% position as I feel there’s lots of growth potential and I have a long time horizon.
Read Answer Asked by Dennis on June 11, 2019
Q: Sis recently reported AGM vote results and there were significant witheld votes for the 3 Bourassa members of the board, and highest for Robert. At the same time, performance continues to be good (as you note in recent report update). However, your full report notes key person risk for the Bourassa's. What can you tell us that would explain the withheld votes? Is this a trouble signal?
Read Answer Asked by John on June 11, 2019
Q: I have one stock in the oil and gas sector WCP which has shrunk to a .9% position .... I am starting to question whether I need to be in oil or gas at all. Of the following options which would 5I recommend ? Feel free to adjust the percentage level I have chosen to what 5I would recommend instead. There is cash reserves to add. Thanks for your terrific service.
1} sell and increase SIS from 2.6% to 3.2 %
2} Sell but stay in sector and increase to 2.5% in another stock like PXT { or 5I recommendation }
3} Add to WCP to 2.5% level
4} Sell and add to cash reserves until next purchase decision made.
5} Keep WCP the way it is.
Read Answer Asked by Garth on June 07, 2019
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