Investment Q&A

Q: Hi 5I,
The above names are all owned in my TFSA. Of these, I am underweight in COV, IWO, PHO, SDX, SYZ AND VB. I've got some cash to put to work with a long term objective. With consideration to the sector weighting, and my under weights, would you recommend I top up on any at this time or maybe introduce a completely different name or names to the portfolio? Thanks!

Q: Hi there, I own both TSGI and GC in a well diversified portfolio. I'm up 12% on GC, but down 50% on TSGI. I don't mind holding if there is still good potential, but I'm wondering if there's anything else out there with better short term recovery potential while I wait for things to turn in Star's favour. I'm risk tolerant and any size or sector is fine.

Q: Thinking of adding one of the above two companies to my account. Which one would you say is the best bet at this time.

Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.

Q: Hi 5iR Team, I have the following 5iR stocks in some of my portfolios: SIS, TSGI, NFI, and PHO. All of them have the distinction of losing money in my portfolios at this time. Since, they are all still in the 5iR portfolios could I be considering adding to these stocks? If so would you have any suggestions as to which of the four stocks might rank higher to begin adding stock? Thanks Team. Cheers, Chris

Q: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.

Q: Hi all,

I'm down on all 3 of the above stocks - but I still like them. I think I just need to be told to hang on, it can be a bumpy ride. Forgot to ask - can I add to these positions at this time, to average down?

Q: Greetings 5i Team.
We are adjusting our accounts and looking to place 6% of our equity allocation in the Cdn ‘industrials’ category. If you were to choose among the listed securities, which names would you prefer for each of a one, two, three, and four name selection?
Thankyou
Sam

Q: Hi 5i:
For this year’s contribution to the grandkids (4&3) RESP I’m considering adding TOY or SIS. One reason I’m leaning towards TOY is that they are always watching PAW Patrol.
I know you look favorable on both companies. Which company would you go with?
Thank you as always for your advice.

Q: Hello 5i team,

I have 1/2 position in each of the names listed above in a TFSA and have funds to top up two of them to full positions. Objective is growth with long time frame and OK with risk.
Which two would you recommend and why?

Thanks and Happy New Year!

Q: SIS--$17.28 p/p,current postion,3.5%. TFII---$47.58p/p,1.75% position now. Is it time to buy more of these 2? Txs for u usual great services & views

Q: In order to re-balance my portfolio, I need to sell one or more of the following companies:
BEP.un (full position)
CSH.un (full position)
SLF (full position)
NWH.un (full position)
SIS (half position)
CWW (half position)
CSU (half position)
KXS (half position)
Which one(s) would you suggest I sell?

Q: Wanting to make an initial investment into equities within my TFSA which has lots of room. Planning to put in about 10k. Planning to buy and hold long term. Would like a recommendation on growth stocks to get started and have a bit of diversification. Also should I buy all at once or buy some names now and others later. Thanks!

Q: I currently hold small positions on the following. Based on current valuations and growth expectations, which Companies would you add to? in order of preference,

Thanks Valter

Q: I would like to add small amounts to the above listed existing positions. How would you rank these? Which one's may likely drop further and more patience would be required?
Thank you!
Albert

Q: Which one of the above stocks would you prefer and why? Long term hold in a diversifed portfolio. Already own CSU and Gud. Low to medium risk investor.

Q: I have a trading portfolio of about $53K, about $18K is in cash right now and I'm looking at investing it again this year after selling a bunch of stocks last year. I currently have about $22K in RBC, BNS and BAC, $3.5K in Go Easy and $1.5K in Orca Gold and would like to keep these. I have a further $7K in various oil and gas stocks which I'm underwater over 50% on, I'm thinking of still hanging onto them as I thinking they maybe at there bottom and like to recoup some of those loses.
I want to invest the $18K in growth oriented stocks that pay dividends and keep them long term, as I'm an investor not a trader. Can you give me advise on what areas of the market I should be looking at in 2019 that were very oversold in 2018 and due to rebound, also specific companies in Canada to invest in, I don't mind also looking at the US but with our dollar down so much this year I think I'm better of with Canada.

Q: I can move stocks in kind from my RRSP to my TFSA account,
Looking at some of listed stocks that have had a bad year. Which ones would you pick to move? Please rank them in preference,

Would you make the transfer early in 2019 or wait till later in the year.

Thank you,

Bob

Q: Can you please comment on the payout ratios and free cash flow of these companies. As they are both growing and acquiring other companies, I thought the payout ratio was low. How would you rate their capital allocation over the last few years (cash flow, debt vs issuing new shares) ? Thank you!

Q: I would appreciate if I can have payout ratios for NFI, PBH, SIS, CGX. Merry Christmas and Happy Holidays to Ryan, Peter and excellent team.