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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: Looking for two or three of your favourite industrial companies as I’m low in this sector.
Looking for good management, good valuation compared to peers, a dividend, and hopefully some growth. Please rank best 1st. For 5+ year hold. Thanks
Read Answer Asked by Brad on February 16, 2023
Q: We’ve currently run into a situation where we’ve become a bit overweight with our wsp holding (Thank you!). We’re wondering if you would endorse taking profits and putting them into a company like NVEE or is there another, preferably US listed company that you would endorse that is in the same sector. Thank you for the great insight.
Mike
Read Answer Asked by Mike on February 08, 2023
Q: Looking ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.
Read Answer Asked by Regan on February 07, 2023
Q: Need to reduce weight in the Industrial sector. Which one would you suggest trimming or selling:

WSP and TFII (13% and 14% Gain)
SIS (33% Loss)

Thank you
Read Answer Asked by Hali on January 20, 2023
Q: WSP has been a strong performing investment and a long time favorite, both for 5I and for me. The current P/B is over 3.6, and while it has historically had a higher than average P/E, it currently shows a P/E of 46.

Do you believe these matrices show it is as becoming over valued?

Also, the Price to Cash Flow is 28.1 while Price to Free Cash Flow is -8.60. Can you please explain what these matrices reflect for companies in general, and how do you see what seems to be a significant difference in these measures?

Thank you for your excellent service.
Read Answer Asked by Leonard on January 20, 2023
Q: I'm looking to increase my holdings in the industrial sector. I have CNR and CHR,
and considering WSP Global, Stantec and Waste Connections.

Could you rate these on growth potential and safety, and good entry points?
Read Answer Asked by Valerie on January 18, 2023
Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.
Read Answer Asked by john on January 17, 2023
Q: Would you recommend using investment money to help pay off a line of credit? That money would be coming from a tfsa. If so, from the list provided, please list the top 5 stocks in order that you would sell?

APPLE and MSFT would be sold at a loss.

Thanks for everything
Read Answer Asked by Nick on January 17, 2023
Q: Will you please give your opinion of undervalued stocks in the industrial and consumer discretionary sectors (with good dividends). Also, related ETF's would be appreciated. Thank you for your great service.
Read Answer Asked by Donna on January 17, 2023
Q: I would like your opinion as to which 2 of these 3 you would invest in and reasons why?

Thanks very much

Mike
Read Answer Asked by Michael on January 16, 2023
Q: Could you suggest a diversified mini portfolio of Cdn stocks from your BE portfolio? The portfolio is too small to accommodate the full BE set of stocks. Thank you and happy new year.
Read Answer Asked by Chris on January 11, 2023
Q: Which industrials are you favouring in Canada these days? I have EIF, TFII and am looking for additional suggestions. Many thanks
Read Answer Asked by alex on January 10, 2023
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
Read Answer Asked by Gerry on January 09, 2023
Q: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks
Read Answer Asked by gabriel on December 15, 2022
Q: Thank you for my recent question re re-allocation of winners and losers. The above 3 equities represent approx 9% each in my portfolio of 25 in total. If I bring these 3 companies back below 7% each, which companies in either your growth or balanced funds should I add to with the proceeds.
Read Answer Asked by Claus on December 02, 2022
Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria
Read Answer Asked by Anna on December 01, 2022
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