Investment Q&A

Q: I am starting a Growth Portfolio with $100,000 to be phased in over three years. I purchased DOL and SHOP with each 5% weighting, or $5000 each. What weightings should I consider for each of ECN, GSY, OTEX, PHO? (These positions will be in my TFSA and held for the long-term, more than 5 years.) Are there any other positions that I should consider at this time and if so, what weighting?
.PS...I currently hold KXS and GUD in my balanced portfolio.

Q: Looking over the previous questions on UFS you note debt his a bit too high and little growth has been observed.
1) If we assume online shopping trend strengthens do you think this will increase UPS’s profitability?
2) Does UPS produce the cardboard used to make packaging?
3) Assuming UPS produces newsprint do you think any strengthening in cardboard prices will will be matched with weakness in newsprint prices leading to zero net gain (or worse)?
4) Does UPS own their electricity generation infrastructure and if so is it fully utilized or do they have surplus which could be sold?
5) How vulnerable is UPS to competition from other companies?
I note since the last question in August UPS’s share price has increased by about $8 and set a new high on December 15th on rising volume. Momentum seems to be swinging to the positive.
Thanks,
Jim

Q: What is your opinion of this stock? It has jumped up recently

Q: Hi Team,
I'm looking to add few names to my growth fund. I already own many of your suggestions. How do you feel about DSG, BDT, CJT and CAE? From a growth perspective for 2 to 3 years, do you like them? Would you invest here? How would you rank them?
Thanks,
Dennis

Q: The newbie again... I would like to see a concise list of the companies you HAVE rated and have actual reports on. I could go through your report section and generate that list for myself ... but you have how many prescribers? That's a lot of hours if each of has did that. Instead, could 5i generate that for us?

Q: i thought the covalon earnings were amazing.
and their plans going forward also excellent.
your opinion. dave

Q: What is your thought on MND?
Is it fairly valued or are the punished to harsh with tax loss.
Tell me about their numbers,how do they look?
What do you think the share price should be and are they gonna reopen that one mine again?
Could it be a take over candidate?
Do you talk to management?
Lots of questions but I would like a clear picture from you

Q: Would you please give me a current update on this company. Would you consider it a possible buy at this point. Thanks

Q: What are the prospects for BB moving forward ?

Q: Héroux-Devtek Inc. (TSX—HRX) recently made an acquisition of Compañía Española de Sistemas Aeronáuticos (CESA), a leading European provider of mechanical and electro-mechanical systems in the aerospace industry. Could you please update your opinion of this industrial company and provide an outlook for the long term (3-5 years)?

Q: Thoughts on OGI in the space? It's run up less than other players and was featured in your post on the Marijuana stocks in May.

Q: Hi - I believe we are at or near a top in all North American Markets - I am looking for ETF's or Individual stocks that will do well in a correction - What is your recommendation in 1) Canadian Equity, 2) REITS 3) Consumer / Staples 4) Commodities - thanks

Q: Your thoughts on the acquisition of the Cominar properties? Quite substantial relative to Slate's current size - will almost double its assets. I have a small position for income.

Q: In the true spirit of the holidays I would appreciate your opinion on the three wine/spirit companies that have done very well over the last year. What is your top pick? Or should I just buy smaller holdings of each?

Q: Is this company a buy hold or sell

Q: Does the nyx saga finally seem over? I was thinking of selling the position and buying DHX. Or should I tender the shares?

Q: This stock seems to keep going up and pays a dividend. What are your thoughts on an entry point for a 2-3 year hold. What would be the downside ?

Q: I just came across this company. Sounds pretty interesting. Can you tell me what you think of its potential?

Q: I am balancing out my portfolios and was just wondering if I should be looking at trimming (and adding) in the Balanced Equity Portfolio so that each stock is lets say 3.8 % holding?? I see your CSU (as is mine) is over 6% (I have others) so should I trim and balance or sit and wait. TY for your sage advice and just wanted to wish everyone a safe and happy festive season.

Q: My spouse has an RRSP that models the 5iR income portfolio. She also has a balanced portfolio like the 5iR one and it is twice the size of RRSP which she will be drawing on in about 4 years. The current RRSP positions do not require to be rebalanced. She would like to add positions to the RRSP, even if it means somewhat overweight certain positions. What are the 5 income portfolio equities that she should consider at this time?