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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 Everyone at 5i! Could please list for me 5 companies , of any type, with good valuation, that have a niche or moat and are worth investing in at this point in time. Thank you, Tamara
Read Answer Asked by Tamara on April 23, 2018
Q: Hello I have a couple of different portfolios each with a different objective so assume balance and diversification over all. But if a person wanted to construct a concentrated portfolio of 5-7 stocks total to cover different sectors mid risk with a mix of growth and dividend payers what would be your top picks today? Banking, telco, energy, consumer discretionary, utilities. As always thanks for the great service.
Read Answer Asked by Kolbi on April 23, 2018
Q: Good afternoon,

I manage 2 portfolios. One is growth (Non registered and tfsa) and the other one is income (RRSP). The income portfolio is long term investments. I have stocks in every sector at equal weight (approx. 5%) except telecommunications in which I have no investment at all. Since the telecommunication sector has been dropping because of increases interest rates would still invest in them and if so, please, recommend the which stock would you buy?

Thank you,

Paul
Read Answer Asked by Paul on March 29, 2018
Q: Re Jason question March 22 regarding metrics for downside support for telcos, utilities and reits. . What cos would you recommend which meet a sufficient number of the metrics? Thanks
Read Answer Asked by Tim on March 26, 2018
Q: Hello 5i, I purchased shares on the Telus IPO in 1990 and 1991 and am about to sell them but I need to find out what the adjusted cost base is.
In 1990 they were 12.00/share and 1991 they were 15.00/share.
Is there an easy way to find out what it would be or is there a website that you know of that could calculate this.
Thanks
Read Answer Asked by Michael on March 20, 2018
Q: My portfolio has gotten very International over the past several years and I was wondering if you could give me a number of non resource names that you would consider Canadian core holdings - stocks that everyone should own. I already own BAM.a, NTR, AQN, ATD.b, TRP, SHOP, BIP.un, DOL and CNR. Thank you
Read Answer Asked by Martin on March 15, 2018
Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
Read Answer Asked by John on March 15, 2018
Q: Team,
Watching the continuing volatility and issues with long term safety of capital,can you please list in order your top 5 stocks for income and growth, combined,that in old parlance should be owned by widows and orphans.
Cheers
Read Answer Asked by Peter on March 05, 2018
Q: I have sent this question 2 days ago but so far I have not receive the answer
1-Is it possible to put in parenthesis which category the stock belong(e.g. finance ,utility telecom etc.) when you are responding to a question
2-Which stocks do you suggest for TSF for a 74 years client.
Thank you.ebrahim
Read Answer Asked by ebrahim on February 28, 2018
Q: Good afternoon,
I am down 23% on GUD; down 9% on STN;and down 4% on BNS in my TFSA. I am ok with SLF and T. I have $7000 to add. Should I strengthen the laggards or where would you add..1 or 2 names??? Long term horizon.
Should I add another name?
Read Answer Asked by Paul on February 26, 2018
Q: Could u name four or five Canadian companies that have the ability to raise dividends in a rising interest rate environment, thanks?
Read Answer Asked by Pat on February 14, 2018
Q: I have a reasonable balance of these stocks in my TFSA. With the pullback, should I add to a laggard or introduce a new one? Open to ETF as well. Long term.
Have great weekend.
Paul
Read Answer Asked by Paul on February 05, 2018
Q: Hi 5i.

I've owned BCE (-6%) and T (+9%) for ~ 18 months -not including dividends. I'm patient, but tired of BCE losing money, plodding along. Comparing CMCSA (Comcast) (4.8), BCE (3.3), T (3.8), RCI.B (4.0) Morningstar Broker Analyst Recommendation ratings, there's a clear winner: CMCSA (USA) (up +377% over last 10 years). When I plot these 4 Financial stocks over 10-years, the others are hardly visible on the graph.

Why not move my $35K (RRSP) from BCE to CMCSA, leaving T? Risk?

Thank you for sage advice. Paul.
Read Answer Asked by Paul on January 26, 2018
Q: My TFSA Account is primarily made up of the stocks indicated above. In 2017, my net performance was around 2.8%. Would you provide suggestions for a growth stock with reasonable valuations that might help boost performance in 2018 and advise on a reasonable price for point of entry? Also, are there stocks that I hold that you view as a trade at this point with the goal of achieving a reasonable return with moderate risk?
Read Answer Asked by Rossana on January 25, 2018
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