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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: My 20year old son has at least 2years of school left and has enough summer income and RESP to cover those years. He has been slowly building a portfolio that mirrors your balanced portfolio. With the take over of AVO his tech weightings are now 33% ( youth seems more comfortable with tech!). I am encouraging him to rebalance. Which do you think has the best 2+ year outlook. ATD.B, SLF, WSP or SJ on the recent pullback. Thank you for all your suggestions, this is a fun kind of “problem” to have!
Read Answer Asked by Paul on February 05, 2018
Q: hi 5i, as a retired couple with your income portfolio, 10% cash and our largest 5 positions above pulling back between 4% and 8% in the last 2 weeks, is now or soon a good time to deploy 5% cash? if so should we add to your income portfolio or add to the above stocks and in what order, best to last or wait for a bottom to form. Thanks so much for your reply. Peter
Read Answer Asked by Peter on February 05, 2018
Q: I held AVO in my TSFA account. Could you please recommend 1-2 stocks to replace it.

Thanks again for everything!!!


Dave
Read Answer Asked by David on February 05, 2018
Q: Hello Peter and team,
I know that you don't generally deal with U.S. stocks, but I would greatly appreciate it if you would identify your top 2 recommendations for each of the following sectors: Industrials, Materials and Technology. Thank you for your excellent service.
Read Answer Asked by Pamela on February 05, 2018
Q: The market had a correction over the last few days. I have a list of holdings that have fallen considerably more than the market and I will hold them to see how they recover. If there is any you think that I should part company with after their initial recovery, let me know. They XNET, ICER, BRKS, HBM.TO, ALB, CGNX. Thank you Dennis
Read Answer Asked by Dennis on February 05, 2018
Q: Good Morning
I will appreciate your comments on EMA
Emera's debt to equity ratio is 69.43% (my broker's figures)
Can you please comment whether EMA will be able to pay down this debt with the rising trend in interest rates?
Is the dividend sustainable?
I am down 10% as of today. I am planning to average down if it drops below $40. Is this advisable? Or should I sell?
EMA is in my RIF account.
Thanks again for your insight.
Read Answer Asked by Terry on February 05, 2018
Q: Good Day Looking at dipping my toe back into the energy sector. Please rate ARX and WCP. How strong are their balance sheets? Does 5i have a better play on energy. Or is it just to early for the energy sector?
Read Answer Asked by Gordon on February 05, 2018
Q: I am following the BE portfolio. In tech, I already own Constellation, Kinaxis and Photon. If I want to add to technology, which of CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Last time you answered AVO but I was too late in purchasing. Thanks!
Read Answer Asked by Jean-Bernard on February 05, 2018
Q: Hi there,
LIF has seen a nice little correction here - would you support jumping in here. I only own Methanex on the materials side so looking for another name? If not LIF, what would you recommend today.
Read Answer Asked by kelly on February 05, 2018
Q: Good Day Please rate in order for dividend safety, dividend growth and stock growth. I have no life insurers in my portfolio. Looking for an 8 year hold
Read Answer Asked by Gordon on February 05, 2018