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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: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
Read Answer Asked by Tom on November 14, 2023
Q: Hi,

I hold CWW and have decided I'd like to instead concentrate my "water" holdings on two stocks: AWK and XYL. Are there any obvious red flags with these two companies? I know there is no comparison between and ETF and individual stocks.

Thank you. Michael
Read Answer Asked by Michael on October 27, 2023
Q: Can you suggest public traded companies that focus on restoration after environmental events (i.e. fires, hurricanes and floods)?
Read Answer Asked by Danny on August 30, 2023
Q: Hello Peter and all at 5i: With water going to be a big concern in the future I would appreciate your thought on companies or etfs to invest for this commodity. Thanks as always. Barbara
Read Answer Asked by Barbara on July 21, 2023
Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.

Read Answer Asked by Ian on May 01, 2023
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