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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: Hi Everyone at 5i!!! With Bidenís objective to enhance American infrastructure, what companies and ETFs stand to benefit from this and which would be the best ones to invest in? The list can include the stocks that provide the raw materials to this project as well. Thank you , Tamara

Read Answer Asked by Tamara on August 30, 2021

Q: Hello 5i,

Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?

PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI

Thank you for your insight.

Cheers,
Debbie and Jerry

Read Answer Asked by Jerry on August 12, 2021

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry




Read Answer Asked by Jerry on June 28, 2021

Q: What is the future of Dupont? The company did acquisitions then merger then sold some business and finally split in three but company never grew? Your suggestions. Should I switch to DOW-N which I got when DWDP (DowDupont) split or APD-N which is betting on new $7-bil Hydrogen plant project?

Read Answer Asked by Piyush on June 08, 2021

Q: I owned Dowdupont and in the spinout of 2019 received shares of DOW, DD and CTVA. I originally purchased the stock with the belief that the spinout would unlock the potential of each entity......ie the sum of the parts was worth more than the whole. So far, after 2 years that thesis has not played out. CTVA (the smallest of the spinouts) has performed well, DOW has been relatively flat and DD (the largest of the spinouts) has been a dog. Can you please comment on each holding and tell me if they were in your portfolio which ones are worth holding, which are best to let go and most importantly why.

Thanks for your guidance and wisdom

Scott

Read Answer Asked by Scott on March 09, 2021

Q: Hi, I put away some extra cash into my RRSP before March 1 and unsure where to put the funds. I'm thinking of adding to my holdings in each of the following stocks. I have less than a full position in each, except for DIV and NWH where I have a full position at this time. Generally want to put funds into something not too risky, but not just top up my existing ETF holdings (which I generally do if I don't have a better idea where to put the money).
Thanks
Michael

Read Answer Asked by Michael on March 04, 2021

Q: I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies...each round is represented by a sector so lets say it is a fight gone bad and there are extra rounds covering 11 sectors. Please pick a favourite Canadian Contender and a strong American contender for each round and who wins the round. Example Round 10 Technology Red corner Constellation Software vs Blue corner Microsoft. Won by Microsoft or Constellation Software. The rules...If you wish to give reasons why the round went one way or another, it's your choice. A good clean fight use the criteria of your investment strategies. The point...I am curious if the Canadian Companies stack up and in what areas I should be looking at South of the border. Thank you

Read Answer Asked by Jeremy on October 01, 2020

Q: I owned Dow stock before it split into 3 separate companies and now I own shares in all 3. I've kept the shareholders and haven't touched them since the split. Do you prefer one of these companies over any others? I plan to add to this position (which is now 3 stocks instead of one). I am unsure if I should add to all 3, or pick the 'best' one. Can you offer some insight?

Read Answer Asked by Michael on August 25, 2020

Q: How would someone find a list of companies that have been around since the early 1900's (have gone through the depression, wars, hyper inflation etc) and never cut or suspended their dividend? Would those same companies be theoretically safe and follow the same history if we end up in a prolonged recession/depression now?

Read Answer Asked by david on March 25, 2020

Q: DD
DD wireless. there is an offer on the table for 2.25 from the majority owner. Looks good if not opportunistic. their quaterly result show a 10 cent profit per share, if we annualise this it makes for a very low P/E. is there any hope of better offer, or can keep my marbles in a good company. do the owner has a lot weight to bulldoze the minotity shareholders out at a good valuation for himself?
Thanks

Read Answer Asked by francois on May 07, 2014