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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: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?
Read Answer Asked by Jerry on June 14, 2018
Q: I am interested in buying Cummins for a long term (5-10 year) hold, or a comparable industrial in USF. Honeywell is my only other USF industrial. Could you please give me your opinion on purchasing it on the fall, or recommend other industrials, with a at least a small dividend.
Your advise is always appreciated!
Read Answer Asked by Susan on May 02, 2018
Q: I currently hold these 3 in a us tfsa among a few others, and im looking to add to one of the 3 listed. BA recently announced 20% dividend increase and 18b buyback program, which seems very positive. NVDA also seem like a good time to add with recent pull back to sub 200s with no fundamental change. Then V is just doing what its been doing for years and years with slow and steady climb. Which would you preferred to add to and why?

CRA has announced $5500 contribution limit for 2018, when does it take effect? Is it immediate on jan. 1?
Read Answer Asked by Jerry on December 12, 2017
Q: Hi folks:
I am a a long time holder of a block of GM shares and have no idea whether to hold or move on. I also own Boeing, United Technologies, Cummins and Rayethon in this sector.
Thanks for everything
brian
Read Answer Asked by Brian on September 13, 2017
Q: I have room for an Industrial holding, and looking at either Boeing or Argan. PE on AGX better than BA, although I have read your recent comments about BA. If you folks wanted to buy only one, which one would it be, and perhaps a little justification?
Read Answer Asked by Bob on September 13, 2017
Q: Good morning 5i. Looking for 2 solid industrial plays preferably in U.S. but would consider Canada as well. What recommendations can you make for good growth 2-3 years time frame.

Thx/Rob
Read Answer Asked by Robert on June 22, 2017
Q: Hi,

In light of the Donald's proposed 54 billion dollar budget to increase defence spending, including new aircraft carriers,

Would you suggest buying the rumour ?

From what I gather, chances are this will not pass in its current incarnation.

And if you were inclined to beef up defence in your portfolio, what stocks, mid to large caps would be your preference for a basket of stocks ( I prefer to avoid sector ETFs). Can you rank them ?

Thank you,

Karim
Read Answer Asked by Karim on March 16, 2017
Q: Following Donald's announcement of increased defence spending, I'm contemplating half positions in 3 of the above. Your ranking and perhaps other suggestions would be appreciated, as always.

Rob
Read Answer Asked by Rob on February 28, 2017
Q: Hello Folks:
We hold US industrial stocks such as Cummins, GE, UTX, BA, CVX etc.
It appears likely the incoming U.S. administration will prioritize infrastructure spending. Do you feel this will be the case, and if so, have you some large cap stocks I could consider?
Thank You For Everything
brian
Read Answer Asked by Brian on February 06, 2017
Q: A recent Globe & Mail article recommends investing in certain American defence companies, based on the assumption that military spending will increase regardless of who is elected. They cite the high growth areas of “aircraft, shipbuilding, missile defence and precision munitions”. Their recommendations include RTN, GD, LLL, and HRS. They also mention BA, UTX and LMT but don’t rank them quite as highly. I realize you follow Canadian stocks more closely, but I was wondering if you had any preferences among these names, or if an ETF like ITA or PPA would be preferable for diversification and safety. Thanks very much again for your expertise.
Read Answer Asked by Brian on November 02, 2016
Q: Bell Aliant
Provided I can purchase Bell Aliant at $31.00 per share or less, does it make sense to buy BA when BCE is trading greater than $48.66.
Essentially I would be buying BCE at a discount to the trading price (on august 05 BCE was $49). I have ignored commission on the trade, but its pretty minor at $10 per trade.
Read Answer Asked by Stephen on August 06, 2014
Q: Hello:
I have a fair number of shares in Bell Aliant. With the recent announcement that BCE is going to take over complete ownership I do not know how this will affect my investments in Bell Aliant. Should I continue to hold or sell now. BCE has not announced to my knowledge how this would affect Aliant shares owners.
I would appreciate your opinion and knowledge on this matter.
Thank You;
Duane Campbell
Read Answer Asked by Duane on August 05, 2014
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