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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 there,

I am looking to add a company in transportation to my portfolio. On all metrics TFII seems cheaper on a valuation basis than the others. Any reasons you would prefer my other options and why?
Read Answer Asked by kelly on January 17, 2018
Q: Hi There,
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You
Read Answer Asked by Kevin on December 04, 2017
Q: You recently answered another question in the following words.
you may be best served by a well-diversified conservative (or even balanced) portfolio. For your equity component (what ever allocation you decide) stay focused on large-cap dividend payers and weight defensive sectors generously.

If I want to stay with Canadian stocks only, please name your top 10 stocks that would fit this bill.

Thanks.
Read Answer Asked by Curtis on November 23, 2017
Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter
Read Answer Asked by Valter on November 14, 2017
Q: Hi Peter and Team,

In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?

As always, your advice is greatly appreciated and valued.
Read Answer Asked by Jerry on October 13, 2017
Q: As a follow up question to that asked by Mary Ann about the ten "forever" stock ideas. You indicated a few names could be added to the list and I was interested if you could provide a few of the names you think could be added.
Read Answer Asked by Graham on September 28, 2017
Q: Trying to add to my knowledge base with your superb guidance .... so this is a follow up to my earlier question where I asked if CN and CP were oversold; but I neglected to mention that I had been looking at the W% and the RSI for both companies. To my untrained eye, they appeared to be oversold or close to being oversold. Would you please take a look at these parameters and let me know what you think.

Thanks again.
Read Answer Asked by Donald on July 27, 2017
Q: I have 37% (200K+) of my portfolio in CN Rail. It is in a taxable unregistered account. I would like to diversify a bit but afraid of the tax repercussions with selling (Up 100%+ capital gain). Also can't find many stocks that have been able to beat CNR over the long term. CN is basically a monopoly and a diversified hauler of goods. Note my registered accounts are fully invested. I try to sell 10,000 of cn stock a year to invest in other stocks but at the same time buying 15,000 of cn.

1. Should i be concerned with such a high % portfolio in one company? What is recommended
2. Should i be so concerned with capital gains tax?
3.What companies should i be looking at with the selling of CN that has been consistent with future growth?
4. Should i continue with 10% of income spent on cn stock. first 6% gives employee an extra 35% of stock.

Read Answer Asked by Thomas on July 18, 2017
Q: Hi, I want to increase my sector weightings in Manufacturing and Industrial stocks, plus obtain some Income. I currently hold Barrick ($7K); CAE ($37K); CNR ($58K), Intel ($20K); Pfizer($17K)and Wajax ($10K). Looking to invest $40K more in this area, your suggestions would be appreciated. Thanks!
Read Answer Asked by Kim on June 22, 2017
Q: Hello 5i, I'm a growth oriented investor with a broad diversified portfolio.
I have a full position in Transforce (TFII). I'm currently down 15% and thinking what I can currently do to increase my overall rate of return. In your professional opinion, would you suggest myself to sell TFII, take the loss and redeploy and invest in a similar company such as CNR? and or, invest in something in a different sector that would possibly produce more growth such as AMZN, BABA, GOOGL, for and within an investment time frame of 2 years. Please feel free and suggest any companies that you would recommend now for growth. Thank you for your excellent service.
Read Answer Asked by Valter on June 12, 2017
Q: Good morning gents,

Please forgive me if this question is out of bounds.

Currently started my investment career in April. I have all stocks in the Beport covered to a T. I also hold a large holding in CNR form employee share plan which is double the Beport holding, 400K. I am looking at the growth portfolio and don't know if I am extending myself to thin.

I was interested in a 50k start and was wondering if this is appropriate given the amount I have in equities.

I have a 5 yr timeline to retirement with a decent pension plan. Thanks for the terrific insight to a formerly very cautious, see bank account investor. Risk level has gone from scared sh-tlless to moderately confident.

If this is two cumbersome or difficult. a question please disregard.
Read Answer Asked by Kelly on June 12, 2017
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