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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: In reviewing 5i growth portfolio, I noticed XTC, PLI and RRX are down somewhat from the initial start price. Would you still recommend these companies and what are your general thoughts on their growth prospects? I am thinking of adding them to my RSP account with a 3-5 year time horizon.

Thanks
Read Answer Asked by Frank on January 23, 2018
Q: I keep these three stocks mostly for the dividend (also valuation for XTC), but I also expect stock growth and/or dividend growth. Timeframe up to 5 years. Would you consider theses stocks still interesting for my purpose? In each case, is the dividend safe? Thanks!
Read Answer Asked by Jean-Bernard on January 12, 2018
Q: Hi team, I have owned all of the growth portfolio since the beginning and I would like your opinion on those three companies mentioned. As you know I am down significantly. Do I sell ,hold or possibly switch ? I have about 4or 5 stocks that I started to build from the balanced portfolio.
Thank you!
Read Answer Asked by Jacques on January 10, 2018
Q: In a national post article, you mentioned that this could be the year of takeovers. I know you don't have a crystal ball but what stocks do you think could be attractive to a bigger player, e.g. the acquisition of Pure by Xlem. I note that Celestica appears real cheap but doesn't move. Perhaps someone might decide to come and buy this baby. Thanks.
Read Answer Asked by Helen on January 09, 2018
Q: I'm thinking of moving on here and an wondering what you might replace it with at today's prices. I also own MG and have done very well so don't need to stay in the auto parts industry. I'm a little light on industrials and materials so either sector would be fine. Thanks again for your valuable service!
Read Answer Asked by Rick on December 01, 2017
Q: With XTC's growth slowing down and NFI's pullback, I am thinking of selling XTC and buying the equivalent value ( 4% of a balanced portfolio ) of NFI. I have a gain of 60% having owned XTC for 5 years. I am interested in dividend growth and stability in the business.
What are your thoughts about the prospects of these two companies 5 years out?
Thanks!
Rob
Read Answer Asked by Robert on December 01, 2017
Q: Do you still think xtc.to is an undervalued stock? Underwater by 40% so would this be a good stock for a tax loss? It has a horrific chart for the last two and half years.


EPS .18 for this quarter represents a p/e of 13.6 which is a premium to mg.to mre.to and lnr.to. Are you still
Confident in this company or move on to else. It has been a serious underperformer in the sector.

Last 1 year
MRE.TO + 100%
LNR.TO +33%
MG.TO +30%
XTC.TO -4.5%
Read Answer Asked by Thomas on November 30, 2017
Q: In your opinion if Trump cancelled Nafta, which 6 Canadian Co's would be the most affected in order?
Thanks
Read Answer Asked by eugene on November 20, 2017
Q: Hi Peter and 5i team,
we would like to add a new name to our grandson's [age 4] RESP. In your opinion , what would be a good addition.
thanks
Read Answer Asked by john on November 07, 2017
Q: Hello Peter,
I am very fortunate to have recently received an inheritance and am considering the following as inclusion into a TFSA. (SIS) Savaria, (SYZ) Sylogist, (ZCL) ZCL Composites, and (XTC) Exco Technologies.
I would appreciate any feedback you could offer regarding these considerations.
Thank you,
Rick
Read Answer Asked by Rick on October 30, 2017
Q: I have held these loss stocks in my well-diversified portfolio for many years. I am willing to wait for a turnaround and do not need the cash. Which if any would you recommend selling now if you consider holding them to be a lost cause. Thank you
Read Answer Asked by Harold on October 30, 2017
Q: Hello Peter and team,
My portfolio now closely mirrors the BE Portfolio only missing NFI. I have cash for two full positions.
XTC’s valuation seems interesting and it has gained traction recently. Would it be time to initiate a position or wait and see how the NAFTA negotiations evolve?
Thank you, Ronald
Read Answer Asked by Ronald on October 30, 2017
Q: You recently commented that 18% of a portfolio in utilities is fairly high, especially in a time of rising interest rates and might reduce across the board here.
Can you recommend your top 3 stock picks with dividends that you feel will benefit the most in this time of rising interest rates? Not including the big banks.
Read Answer Asked by Curtis on October 24, 2017