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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: Portfolio analysis shows that I am underweight in consumer cyclical, consumer defensive, energy, and industrials. Can I get your top picks across these industries. Deduct credits as you see fit. Thanks as always for the great service!
Read Answer Asked by Gregory on December 16, 2019
Q: According to 5I or your data supplier NFI is classified as Consumer Cyclical, my sense is that it should be Industrial, not? If NFI is miss classified than I would just add it to my industrial weight.
Having said that, I need to reduce my cyclical exposure to meet our Portfolio Analysis. Of the 3 companies listed if you were to keep one for 3-5 years which would you keep?
What would be your top 2 recommendations for Consumer defensive stock for 3-5 years hold. I currently own ATD and PBH. I can add to them or add a new name regardless.
Deduct as many credits suitable.

Thank you for your clear explanations on all topics and your excellent service.
Read Answer Asked by Yves on December 09, 2019
Q: Any of your favorites oversold due to tax loss selling and providing a good buy opportunity this week? I have a bit of cash to invest so wondering where to put it.... Mainly balanced portfolio follower but open to any of your portfolio stocks on good opportunities.
Read Answer Asked by Tom on December 09, 2019
Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?
Read Answer Asked by Jeff on December 04, 2019
Q: Is it timely to start a position on the above 4 stocks,& please rank them in order.Thanks for u usual great advices & services
Read Answer Asked by Peter on December 02, 2019
Q: Which 6 top Canadian companies do you consider the best tax year selling purchase for this year?
Read Answer Asked by john on November 29, 2019
Q: In the LIRA account which is quite small the holdings are SJ, FSZ and TOY. TOY is only a 2% weight, SJ and FSZ both 3.6 % weight and all 3 are in a loss position. Would you add to any of these or look for a new stock to add like GDI to the LIRA? I have a long time before retiring.
Thanks
Read Answer Asked on November 26, 2019
Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave
Read Answer Asked by Dave on November 21, 2019
Q: Between the TOY and CCL which would buy now? I realize they are completely different but I am just looking for some growth in an unregistered account. Thanks for a great service.
Read Answer Asked by Danny-boy on November 11, 2019
Q: A bit of a reversal from the usual questions after a poor quarter - why isn't TOY stock getting hammered today after its rather drab results ala BAD? Would this suggest that the stock has now bottomed in terms of valuation? Or that this company is so highly thought of that this quarter is seen as an aberration and current stockholders see very positive results ahead? Does any of this suggest then that this a good time to add?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 06, 2019
Q: Hi, could you please post the earnings estimates for these companies. Thanks
Read Answer Asked by rajeev on November 01, 2019
Q: 2 market darlings getting hit. 1)PBH reached a high of some $122.59 in 4/18 then started a decline reaching a low of about $67 in 11/18,then traded in a range until CPP invested($200m) in 2019.As a result price went to some $98.38 on Sep 3 before starting decline with big declines the last 2 days($87.74 c on 10/25).Your opinion please.Is tis an opportunity to start a position? 2)TOY dropped from a high of some $59.40 in 7/18 due to so many headwinds(eg ToyRUs,poor results of Hasbro,tariffs on China,expected flat eps in 2019 with growth in 2020 etc) to close at $35.04($34.82 being 2019 low achieved on 10/25).What are the chances of a recovery soon so as to start a position. Thanks for u usual great views & services
Read Answer Asked by Peter on October 28, 2019
Q: Hello,

The family RESP is composed of 15% VGG and 15% XQQ with the balance spread roughly evenly over the remaining stocks listed above. I would appreciate your suggestion for an additional position. The oldest child is 8 years away from post secondary.

Thank-you.
Read Answer Asked by Stephen on October 22, 2019
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