Investment Q&A

Q: I have two smaller positions (about 1% each) in Gildan and Manulife, and I am considering consolidating them into a position in Apple (would be roughly 2.3% of total portfolio). I believe I still have room to add to my technology weighting, as I am around 12% currently, and I still have decent exposure to both consumer discretionary (roughly 10%) and financials (roughly 19%). Would such a switch be reasonable, or do you feel a more compelling argument could be made for consolidating around either GIL or MFC?

Q: Gildan did a nice jump up today.
Looking good for future?
Hold or Sell?
Thanks

Q: What your thoughts on GIL most recent quarterly report?

Q: Thoughts on the quarter please?

Q: What are your thoughts on Gildan's latest financial results. Overall I am down on Gildan and thinking of buying additional shares based on their results. Do you agree? Thanks.

Q: I do not own these 8 companies from the balanced portfolio and I do have some money to invest. I already have a reasonably well balanced portfolio (except overweight in tech). Dividends are nice but not that important. Is there one you would consider a particularly interesting buy with a timeline of 5 years? Could you rank the top3?

Q: Hi 5i team,
I haven’t asked a question in a while. The reason being is that the Q&A is so comprehensive it practically covers all of my holdings, which is great. While the bulk of my funds are in the U.S. for growth, I keep a smaller chunk in Canada, so I am not fully exposed to the U.S. dollar. I recently added some beaten up stocks, such as GIL, GOOS and MX, which are quietly moving higher almost every day. A couple could be considered value. Is this a rotational trade or are some institutional investors finally coming back to Canada?
Thanks again for the insight.
Dave

Q: Could you provide your opinion on these companies? Are they a buy at current prices? Thanks.

Q: From what the company discloses, what are their plans to adapt, diversify etc and re start in light of where the world is at. I realize cashflow is good and debt repayment is into the future which gives the co breathing room for now...but what are they doing to adapt

Q: I hold Gildan and am down substantially like many shareholders. I still think I should continue to hold due to all the uncertainty created by the Covid 19 situation. Gildan's go forward plan and strategy seem fine to me. What are your thoughts? Thanks.

Q: I’ve seen lots of support for GIL on your answers and it is a holding of your balanced portfolio. Would the 4% drop today be a good entry point? Thank you

Q: I was disappointed in your answer to Andrew on June 30th regarding GIL. I too bought GIL based on your rating and recommendation (B+). I subscribe to 5i to help simplify my investment decisions, and do not expect to have to look for other subtle clues such as portfolio weight etc to assess how you actually feel about a stock. I don't expect perfection, but I do expect clarity, and timely updates of prior ratings if sentiment changes.

Q: Hello 5i team,
What is your take at this point for Gildan? How much cash do they have on hand?

I bought around the same time as your recommendation ($49.33). At the current price of ~$20.50, would you be reviewing this holding or are you still quite comfortable until the world returns to normal. When is the next quarter?

Thank You,
Andrew

Q: Greetings 5i team,
I realize that these companies are not from the same sector but am looking at a hybrid recovery/mixed industries theme for the purchase of two or three of these companies.
How would you rank them in order of priority for a min 3 yr hold?
Thank you for your work
SP
P.S. Based on the feedback I have read on Portfolio Analytics, I have become more tempted to give it a try

Q: In your last portfolio report I note that GIL is at a 1.36% weight.

If/when/or should the share price begin to recover post Covid, what fundamentals/metrics will be key to you increasing your weighting in the portfolio, if at all?

Q: Hello 5i team, hold Gilden in a registered act. & added more recently. Longer term hold but becoming concerned about Gilden ability to ride out prolonged recession & low product demand.... Is their balance sheet strong enough given the larger infrastructure/carrying costs Gilden has (manufacturing, warehouse facilities etc)

Q: Good morning, have cash in one of my registered account and thinking of adding to NTR or GILD. Have both & both are down. Realising they are totally different types of co's, which would be better to add to longer term (for capital & dividend appreciation).
Thank you

Q: Hello,

My partner and I heard about 5i from a friend whose been using you for many years. You came with the highest recommendation.

I feel like I should be copying one of your portfolios, especially due to my lack of knowledge, but it is very important for me that my investments to follow my ethics.

I would like to know which companies on your balanced and growth portfolios would be highest on positive environmental, social and corporate governance, which are low and should be switched and for which companies. I'm happy to do research, but I'm struggling to navigate the important statistics and feeling incompetent in finding good resources. I have seen your ESG scores (https://www.5iresearch.ca/blog/ESG-tsx-companies) and would be keen to know where to find information on how they are created. I would also appreciate other resources that you think would assist in building a portfolio, or simply which companies you would put on it.

Thank-you,
Ellen Perkins
Ucluelet BC

Q: I bought Gildan Activewear just before the pandemic which was not great timing. Would you recommend a switch into Nike instead at this stage? Or hope for a recovery?

Q: Your top 5 consumer stocks for long-term hold? US would be ok.