Investment Q&A

Q: Hi 5i....I've had this company on my watch list since about a year ago. It had negative momentum at the time and last answered company question was in 2017. At the time you suggested TFII which has also done well.
I see it has picked up on the momentum side in the last 6 months but I don't really see any news to account for this. Is it's performance simply just tied to the economy (e-commerce or transport sector?) and thus the appreciation? It has made several acquisitions over the last few years so perhaps has better pricing power now.
Any update on your opinion or still to small vs other trucking companies?
Is TFII still your favourite CDN in this sector?

Thanks for all you do!!!!
Steve

Q: My position in TV has fallen to about 1%. Should I add to the position and bring it back up to 3-4%.

Q: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?

Thanks
Dave.

Q: I have a friend, retired as I am, who's entire LIF is invested in one mutual fund with RBC. The fund code is RBF461with an MER of 1.84%. From the research that I have done, this fund is rated as low risk with below average returns. When I look at a chart history of this fund, it does not even achieve the category average over the last 5 years at least. I own MAW104 or105 in this category but these would be unavailable to my friend as RBC does not offer Mawer funds for sale. Could you suggest any alternative mutual funds, ETF's or any other low risk strategy you demm appropriate. Thank you for your service.

Q: I have invested 14% ($107k) of my total portfolio in the Outcome Oriented Model: Enhanced Equity Income ETF Portfolio. Do you see any changes that need to be made with the portfolio holdings? I have an additional $20k to invest, would MFT be a good addition or just add to the existing holdings? I am 70 years old and my goal is to augment my retirement pensions.
Thanks for the great service.

Q: What is your feeling on pinnacle as an investment at this time 3 to 5 year hold for mod+ investor

Q: Hello 5i,
Its been over six months since any questions were asked about Twilio (TWLO).
Could you please give me your updated views. it has put together a few blowout quarters lately.
Thank you
Dave

Q: my RRIF has been disaster because I own utilities for dividend:
ALA down 4.4%,BCE down 4.8%KWH.UN down 38% ECI down 10.39%EIF 13,15%CPD down1%Cash 26%
MY utility portion of my total portfolio are mainly these.I also have Fortis and BEP.UN. CU,ENB,ALGONQUIN
The total utility of my portfolio is 3%
I appreciate your suggestion.ebrahim

Q: Which would you consider buying for a U.S. Mid-Cap ETF, XMH or XMC or would have another recommendation?

thanks

Kim

Q: Hi can you give me your top 5 dividend paying stocks with a drip I am looking for a 3 to 5 percent discount on the drip thanks

Q: Do you think there is a reasonable chance of a higher offer?

Q: Boralex is trending down a bit since Doug Ford has come to power. What portion of their business is affected by his decisions? Is Boralex still a good long term hold? As always your view of the ever changing investment landscape is much appreciated.

Q: Any thoughts on why Norbord is down 5% today?

Q: Any new thoughts on TVK?
Jim

Q: I would like to add either ATVI or MSFT for a two-year hold. Which has the most growth projected for this time span, and what would be their drivers? Thanks.

Q: Hi Peter, Ryan, and Team,

I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.

She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.

Q: I would like to initiate a position in HON before spin-off. What do you think of the company? Thanks.
Liping

Q: If you owned CA Inc. now would you sell? It's a very small weighting in my portfolio.

Q: Hi Ryan & Peter,

Would like your opinion about MNK.

Thanks,

Q: Hi, I am trying to reduce/consolidate number of stocks in my portfolio and also raise some cash. Except SJ (1.5%), all others mentioned here currently have < 1% position. I am holding YGR and BDI for Energy exposure, as my only other holdings in the sector are ENB (3.5%) and PKI (1.7%). I also like the momentum and prospects, based recent developments and your comments on COV and waiting for an opportunity to add on a pullback. RHT, VB and DOL were purchased in small quantities, at the time of addition to 5i potfolios. I also like SJ, and think, market is not assigning it proper valuation at this time. So, I am considering selling RHT, VB and DOL and use some cash to add to SJ. What is your opinion ? Do you believe, there are any near term catalysts for these 3 companies to hold on for now or it should be fine to liquidate. Thanks