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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: Trane is a stock that had been mentioned here quite often but it has been a while since I have seen any questions about it. In recent months it has had something of a recovery after a surprisingly large drop.

Do you think its upwards momentum will be coming to an end? That is, what do you see as its prospects going forward from here?

When did it last report and what is your view of the numbers from that time? When does it next report and are there any expectations?

Thank you for your excellent service.

Read Answer Asked by Leonard on December 01, 2022

Q: Do you have a few suggestions for long term holds in US industrials? My only non-Canadian holding in this sector is TT - would you consider this to be still worthy of holding?

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on October 24, 2022

Q: Wow, it appears that there will be further, possibly much further decline in stock prices over the next while. That got me thinking/wondering about trimming of selling Canadian stock held in the TFSA....and these stocks are also held in a trading and registered account. Some, like ATZ and PBH are in the consumer discretionary sector, a sector that might be considered more risky in the current market setting. An others, like GSY that is the loan business, a subsector of the financial sector. And finally, there is industrials like TFII, and a US position in TT that also sells into Europe which is in turmoil. This is a sample of the holds that are still in a gain position. Would you consider trimming back to a more risk appropriate weighting, selling the ones in TFSA and avoid income tax or just hold and ride it out???....Thanks for your insight....Tom

Read Answer Asked by Tom on August 30, 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,

Lisa

Read Answer Asked by Lisa on August 09, 2022

Q: In our concentrated portfolio of 20 stocks we hold the above industrials (total weighting 22%) and have been happy. GIC “missed” earnings today and is down today. Could you review its earnings and let us know if there are any red flags? Also would you see a better US industrial stock to fit into our portfolio? We are up 50% from where we bought GIC so there would be some tax considerations in selling…

THANKS for all your work.

Read Answer Asked by Paul on August 05, 2022

Q: Hi 5i,

I was looking forward to the US part of the answer to Aleem’s recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin

Read Answer Asked by Kevin on May 10, 2022

Q: Hi Peter and Team;
Thanks for the info and advice on PKI.
I have made a good gain and sold a 5% position in my RRIF.
Could you offer 3 CDN and 3 US that you would be comfortable in starting today with a 2.5 % for long term investing in a well balanced RRIF? Would you lean towards US or CND for GROWTH?
Thanks for the excellent analysis!

Read Answer Asked by Linda on April 21, 2022

Q: Questions about Disney appear fairly regularly. The answers in the last few months remain fairly positive, but I thought to check in on your current thoughts.

I can't understand the P/E, your company report shows it at 81.9. Can you verify that and offer any suggestion why it is so high?

I wonder about some potential headwinds, including continued Covid (less travel); a recession (less holiday spending); inflation (price hikes for their theme parks + cruises); recent labour / political issues (Florida); being ahead of their sales. And who knows what else?

I am down a fair bit after buying 8 months ago and am getting impatient. I am thinking of selling my position in DIS and moving to TT, one of your long time favourites. If it were you, would you make this move or hang on to DIS. And why, either way.

Thanks much for your excellent service.

Read Answer Asked by Leonard on March 28, 2022

Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!

Read Answer Asked by Wei on January 17, 2022

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.

KT

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).
thanks

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: Can you please rank the following four, and following four in terms of compelling buys at today’s price:

1. GOOS, DOO, RH, ATZ
2. LMT, CAE, TT, J

Thank you

Read Answer Asked by karim on December 09, 2021

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Read Answer Asked by Don on December 06, 2021