Investment Q&A

Q: With all the infrastructure work coming up the first two look like a coin toss to me. I know you like WSP and J but STN has had a good 2021 run and looks strong. Do you have any issues with STN vrs WSP?

Q: I would like to increase my industrial holdings, and wonder if you have a current favourite? (Canadian or US)

Q: I do not have any positions in the Industrial sector and would like to initiate a purchase of a solid "Core Holding" security. Could you provide me with a US and Canadian selection for consideration. Looking for a solid performer with good fundamentals. Thanks

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

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

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Q: Recommendations from portfolio analytics indicated i should increase my holdings in healthcare and industrials. Please provide your comments on XHC, XGI and WSP. Are there other options that i should consider?
I am considering investing in sector specific ETFs. What are comments on SOXQ and IWO.US? Are there specific sectors that are expected to show high growth in the next few years?

Q: I have held STN for almost 10 years and it has recently showed some good growth. I am considering selling STN and purchasing WSP. Which company do you expect to perform better in the next 5 to 10 years and why?

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?

Q: Hi Team,
My stock portfolio has dropped a gut wrenching 12% just this week alone, and 27% since august. All while the index's are near highs. I am aware most my stock holdings are aggressive tech names, but I am confident they are all best in breed names. I hold many of 5i US tech name favorites as well as some cnd. Its's a bloodbath like I haven't seen since the initial sell off when covid hit. At that time, I remember 5i came out with a very good "near bottom" report advising subscribers the end may be "near". As I recall it was very close! Thank you for that! What I am asking now is...will you issue such a report when the time comes as to when to potentially add to high growth tech names that have been crushed on no merritt of their own? Or can you say now if that time is near? And what stocks, either US or Cnd would you be adding to for 5yr plus holds that have the potential to make an exceptional recovery? I know this is a crystal ball question but your track record is good in my eyes! Thanks for your service. Look forward to some "calming" advice.

Q: In reviewing questions regarding infrastructure WSP Global and Jacobs Engineering appear to be among your favorites. How how would you rank them against each other and is there another 1 or 2 worthy of consideration?

As always thanks for the great service.

Q: Recently finished entering my info into Portfolio Analysis.
I'm light on consumer cyclical, consumer defensive, and industrials.
My current exposure is all in ETFs. Can you recommend 3-5 in each sector for me to look into.

TJ

Q: The portfolio analyzer tells me I am low in industrials, slightly over is US holdings, and under in international holdings. I have cash in US$ to deploy for 1.5 positions. Can you suggest an industrial or two that might help me balance. If I have to go over in US holdings I'm okay with that. Thanks!

Q: Thanks Peter. Your services have been very educational and rewarding. Had a good year. This is my first year of subscription and I just upgraded to the full Investor suite services. All the Q&A and research reports have been very helpful. It has made me more disciplined in my decisions as well as provided greater insights to the Investment process

As the end of the year, I am reflecting on the investments done in the year. I seek you opinion to opinion some of those as under. Position size or Industry allocation is not an issue. Time horizon is long 4+. No tax consequences and have patience; there is no need to raise cash

A. Stocks with above average returns-

ATZ 62%, TOI 72%, SIS 39%, TFII 19%, DOO 19%, NVEI 49%, WSP 32%, SHOP 19%, GSY 72%, U 106%

Do you recommend continuing to hold all of them? Would you consolidate sell some and add to some?
Would you endorse Investing new fund in 1 or 2 of them at current price to go to full position

B. Under performing stocks (loss/down)-

AT 56%, CTS 8%, EGLX 40%, LSPD 8%, MRS 69%, QST 35%, XBC 52%, Well 26%, AMGN 10%

Do you still have the conviction in these stocks? If yes which are best 3 and why? Do you recommend selling some of them or adding to some of them?

Again, thanks for your excellent services and deduct as many credits as appropriate

Q: Hi Peter and staff,
Can you please comment on the above companies and can you please rank them in terms of growth as well as volatility.

Thanks and have a great day.

Joe

Q: Hello, I own equal amounts in ATD.B. DOL, WSP, TFII, ATA and NVEI. If you were to sell 2-4 and replace them with higher growth stocks like LSPD, GSY, BAM.A, or DND, without taking into account portfolio weighting, what would you do?

Thanks,

Q: High inflation numbers have come out--what do you think? Do you believe we are entering a higher inflation world, and if so, what (i) sectors and (ii) specific stocks would you emphasize for that? Thank you!

Q: Retired, dividend-income investor, who trims-adds around core positions. I have owned PBH since 2012 (bought at $17, now at $135) and WSP since 2014 ($35, $185) and have trimmed each multiple times to keep my asset allocation near targeted levels.

How much weight to you assign to technicals? When I look at a linear chart for WSP, it appears to be going parabolic. Some of the metrics I track (P/E, P/BV, P/CF, P/S) appear on the high side, but they always have. I conclude that is because it is a growth stock. I am definitively not considering selling....I plan to continue with my trim-add strategy. Just trying to understand how WSP is defying both the fundamentals and gravity (technicals). Is a logarithmic chart better to use? Is it as simple as WSP is executing on all cylinders?

One could ask a similar question related to PBH.

Again...even though you aren't supposed to get attached to any stock, I love both PBH and WSP, made a bunch of $ from each, and will continue to trim-add where appropriate.

Thanks...Steve

Q: Hi group what 3 stocks and why? would you suggest assuming with are stuck with extreme inflation for the next several years.

Also is it too late to start a position in NVDA and if so can you suggest another chip maker that has more room to run and why so. Thanks for your guidance

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim