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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 identified 9 companies that out performed the TSX 60 plus 3 energy companies that I believe have a bright future. All 12 failed the MACD. 5 are trading at double digit discounts to their 52 week highs; dsg,shop,l,tou and cve. P/E range from 85 to 6 etc, etc. Please pick your diversified top 6 for a 5 year hold, with consistent profitability, no crazy volatility and suggest a great entry price. Thank you
Read Answer Asked by Richard on August 22, 2023
Q: I currently have 40% of my portfolio in Canadian banks, utilities, BN,TOI, LMN and other dividend paying stocks Mostly purchased in the last year. I'm considering legging 60% of my remaining cash in my portfolio into VTI and VUS in the next 10 months. Do have any thoughts or concerns?
My understanding is any US stocks paying a dividend should go into an RRSP account. All my investments are in RRSP's and TSFA's.

Thanks
Brian
Read Answer Asked by Brian on August 22, 2023
Q: Could you give me some examples of the "Fat Coupon Bonds" that David Roseberg" referred to on BNN yesterday?
Could MTF be included? Thanks, JAMES
Read Answer Asked by JAMES on August 22, 2023
Q: Hello,

Not too long ago I asked your opinion of Heico - thank you for your response.

As a follow-up, could you please compare Heico to Transdigm? Which has the better past returns, future growth potential, balance sheet health, valuation? Which would be your preference if only buying one? What entry points would you consider reasonable?

Thank you for your insights,

Read Answer Asked by Doris on August 22, 2023
Q: What are your thoughts on REIT's as a whole, as the sector is getting beaten up. I know which one's you like based on other questions. I'm not a value investor, but I do like buying high quality names in beaten up sectors when investors think the sector is done. I did this with oil & gas 3 years ago. Do you think the quality names in the REIT sector are getting unjustifiably cheap and may be a screaming buy longer term? Or are there reasons to not be a big fan of the sector? thx
Read Answer Asked by Adam on August 22, 2023
Q: Hello Peter and Staff

I was a bit surprised at your answer to Lee on August 21st where you included GSY and TCN as too risky for the average retired investor . I thought both are high on your list ?

Thanks for all you do

Dennis
Read Answer Asked by Dennis on August 22, 2023
Q: While I like their growth profile, management and commitment to debt reduction, I just can’t figure out exactly what they do. I remember the old Moore Business forms when I would send out handwritten invoices ( many many years ago )and I see the word “ print “ in their presentations so I’m thinking they are in a declining business.
In plain words , can you tell me what they do. An example of how they would assist a customer would help. Thanks. Derek.
Read Answer Asked by Derek on August 22, 2023
Q: Hi 5i,

I want to add 1 of the following consumer related US companies to an income portfolio with some growth:

COST (good growth, very small dividend)
WMT (good growth, small dividend)
AMZN (Good growth, No dividend)
KVUE (good products, good dividend, not as much growth)

Please review them, rank them in order of preference for a long term hold. If you have a better alternative, please include it.

Please deduct 5 credits, 1 for each company and 1 for the other possibility.

I look forward to your review.
John
Read Answer Asked by John on August 21, 2023
Q: I have some TFSA funds to allocate to stocks that have potential for significant gain over the next 3 years. Based largely on 5i content/views, thinking of INMD, LMN and DCM. Thoughts? Alternative options you may prefer?
Read Answer Asked by John on August 21, 2023
Q: Morning.
Cdn dividend portfolio of 10 stocks
BCE, bns, cibc, eif, enb, ppl, Royal, tc td, and Telus
Which 2 would you get rid of..and why?
What would you replace them with, (dividend above 4%)
Thank you
Read Answer Asked by Michael on August 21, 2023
Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Read Answer Asked by DAVID on August 21, 2023
Q: Hello 5i Team,
I am looking at adding another dividend name to my RRSP portfolio. I already own ENB, TRP, and PPL in the energy infrastructure space, and am thinking of starting a position in Williams Companies. It has a lower yield than the other three at present, but how does it compare in terms of valuation (P/E, debt ratios, etc.) Is it a "safer" investment than the other three? Given that it's nearly impossible to build a new pipeline in Canada anymore, does it have a better future?
Much appreciated,
Brian
Read Answer Asked by Brian on August 21, 2023
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