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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 have a sizeable position in XYL which has had a barely adequate return over the years. I am considering reducing this position and investing the proceeds in another water stock such as American Water Works or an alternate in either the USA or Canada.
May I have your opinion of XYL and possibly replacing part of my holding with a different water stock of your choice?
With appreciation,

Read Answer Asked by Ed on August 27, 2022

Q: Good afternoon,

I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.

Your service is always greatly appreciated, thank you,


Read Answer Asked by Lisa on August 09, 2022

Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.

Read Answer Asked by Alexandra on March 07, 2022

Q: Happy New Year 5i. I'm looking for an investment in the water space. Would you select an industrial like AQUA or XYL or favour the engineering side with a company like TTEK? Are there any other companies you would suggest in this space?

Read Answer Asked by Stefan on January 06, 2022

Q: My portfolio is low on utilities and industrials at the moment. It also needs more US and international exposure. Any suggestions for a few stocks that might be good additions at the moment? They'd be long term holds.

Read Answer Asked by Jordan on December 23, 2021

Q: Hi 5i,
Iím in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so Iím leaning towards aggressiveness.


Read Answer Asked by Kyle on December 16, 2021

Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.

I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.

Read Answer Asked by Brett on December 10, 2021

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.


Read Answer Asked by kaushikbhai on December 10, 2021

Q: Which industrial stocks or ETFs would you recommend given where we are in this bull market? can you list them in terms of valuation (low to high) and potential for growth (low to high).

Read Answer Asked by Mary on December 10, 2021

Q: Can you please point to your top five U.S. industrials picks, assuming mid to high risk tolerance and a 5+ year hold?

Read Answer Asked by grant on December 09, 2021

Q: Please give me your thoughts on ROKU, and whether you see this current price as a buying opportunity, or simply too banged up? Do you feel the price could return back to itís all time high numbers ?

Also, I currently hold TT, and was wondering which other growth industrial US stock would be a good addition for an RSP? Top 3 picks in order please

Lastly, please rank HD, COSTCO and WMT

Thanks so much


Read Answer Asked by Nick on December 07, 2021

Q: I plan to contribute some money ($50K) into RRSP and split between CAD and USD stocks. The time horizon is around 5-10 years. But it is always good to see some short term gain. Can you please provide ~ 5 stocks each (currency) to invest?

Thank you,

Read Answer Asked by Yiwen on November 23, 2021

Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance

Read Answer Asked by Linda on November 17, 2021

Q: I am down significantly in the above three stocks. 43 any of these worth holding or is it time to take the loss and move. Where should I invest Although I am also down on well health, I could add to it and average down.

Read Answer Asked by satish on November 17, 2021