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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: Morning TEAM 5i. After reading Ryan's piece, I find myself wondering when the next market pull-back will happen and just how deep it will be. I agree with his thesis that many of these 'bubble stocks' will pay the price of lacking real fundamental value. It reminded me that perhaps I should rebuild, for lack of a better term, the 'Core' part of my portfolio. I'm considering the companies indicated above and wondering if you also would consider them "Core Holdings'. (Core, being companies that are fundamentally sound, pay a bit of a dividend and should survive a sizeable correction in the market). Also, if you think I'm missing any companies I would appreciate it if you would suggest them. As always, I look forward to your much appreciated guidance.
Read Answer Asked by Les on January 27, 2021
Q: For a growth portfolio with high risk tolerance in my TFSA, I’m interested in opportunities presenting in the environmental space. With Biden now in power and a strong ESG movement, I feel this area will continue to see strong investor support for the foreseeable future. I’m overweight in XBC and have a full position in WSP. Could you list and discuss some of your top choices in this area.
Read Answer Asked by Warren on January 26, 2021
Q: Hello! Can you rank in order WSP, ATA and GRT.un in preference at this moment. And can you break down what percentage of GRT's revenue comes from which country? Many thanks
Read Answer Asked by Martin on January 22, 2021
Q: Thanks for all your excellent work. Having recently moved to the US and opted to convert my young-ish Nova Scotia pension account to an RRSP and a LIRA, I’m looking to invest the ~100k in these accounts. Horizon: at least 5 years, but probably much more (I’m 40). Having narrowed down a tentative list of names (see below – tech-heavy, I realize), and with a focus on growth, I’m hoping to sort out the best buying strategy. Specifically: (1) At this moment, does the conventional wisdom to buy each stock gradually makes sense to you as good rule of thumb (e.g., over the course of a year, for each stock, adding a quarter of the total intended position once every few months or so)? (2) Also: I’d greatly appreciate seeing a ranked list of, say, which five of these stocks you think it would be especially wise to start with (i.e., buy now, or buy more of sooner) and which five you think I should wait to buy. Feel free to dock me for two questions! Thanks a ton, Chris

CSU, SHOP, LSPD, XBC, SYZ, BEP.UN, PHO, KXS, ENGH, WELL, GUD, EGT, SJ, BNS, WSP, STC, ATZ, LAC, BYD, REAL
Read Answer Asked by Christopher on January 16, 2021
Q: Would you please suggest 2 US and 2 Canadian stocks that hold promise in short to medium term for my daughter's RESP ? Thanks.
Read Answer Asked by Sriram on January 14, 2021
Q: I currently own WSP and am looking at ACM to get more into an infrastructure play. Do you see these 2 companies as too close to be considered as diversified? If too close, then can you suggest one or two other potential prospects, other than J:US which I currently hold. By the way, thank you for that excellent suggestion.
Read Answer Asked by Leonard on January 13, 2021
Q: I am an investor with a fairly balanced, income oriented securities portfolio with a relatively high weighting to financials. I am thinking of adding the securities noted and am interested in your thoughts on each, as well as how you would rank them on a relative basis. Thanks for your thoughts.
Read Answer Asked by Don on January 06, 2021
Q: I've held Stantec for 5 years and have had satisfactory performance at best. Obviously, with the benefit of hindsight, I wish I had purchased WSP Global instead or just swapped them in the past few years (based on your recommendation of WSP Global). Given the current valuations and performances of these businesses, do you think a move out of Stantec and into WSP Global in my TFSA at this time would make sense?
Read Answer Asked by Patrick on January 04, 2021
Q: Can you provide your current top 4 or 5 canadian dividend picks? Looking to invest my TFSA contribution next week.

Thanks,

Joe
Read Answer Asked by Joe on January 04, 2021
Q: Hi, I'm currently holding NTR, WSP and GSY in my margin account. I've held NTR for a long time since Potash days and currently still down. I've done really with WSP and GSY but my loss on NTR almost equally offsets those gains. I would like to move some of these into my reg. accounts, what would be the best thing to do? I understand transferring any of these in kind would trigger a deemed disposition and trigger a capital gain/loss. What's your long term view of these positions and what do you think is the best way to proceed? Thanks!

Also, is there any website where you can plug in what you bought a stock at on a certain date and it would track what the market value would be worth now if it went through any splits or mergers?
Read Answer Asked by Keith on December 29, 2020
Q: Happy Holidays everyone! I am relatively new to 5iResearch (few months) and must say that my results have been outstanding to say the least (SHOP, WELL, XBC to name a few - AC being the only one down so far). Thank you for that 5i.

I hold ET but am negative, as I am with BPY.UN (by more than 20% on both). I need to increase exposure in Technology, Industrials and both Consumer Cyclical and Defensive and decrease in Real estate. I do like some revenue but it is not essential for the next 3-5 years.

In no special order I am thinking LSPD or SYZ, TFII or WSP, PLC and PBH. What are you suggestions for growth here. Please comment and/or place in order of preference - objective being to recapture lost value in BPY.UN and ET over coming 12 months.

I understand this may represent many questions. Please take necessary credits. Thank you.
Read Answer Asked by Roger on December 23, 2020
Q: Trimmed my SHOP (thank you for that one!) above 1500 as it got to be too big part of my overall portfolio. I'm considering WYNN, WSP, EXPE or BKNG with the proceeds to buy now. Probably will buy 2. I have lots of industrials already but little in the way of recovery trades. Please rank them in order of preference please. Merry Christmas and Best wishes in 2021. Martin
Read Answer Asked by Martin on December 19, 2020
Q: What is your current opinion/outlook on this company. If you had to switch it for another company in a portfolio, which would it be (can be US, you can suggest more than one, registered accound so no taxes implied in a switch)
Read Answer Asked by Olivier on December 14, 2020
Q: There was an article in the G&M yesterday from BMO Capital markets and Brian Belski about 2021 and their sectors to follow. It said Consumer discretionary, financials and industrials represent BMO’s overweight sectors.

Wondering if you could recommend your 2 top names for each sector mentioned above?

Thx

Cam


Read Answer Asked by Cam on December 10, 2020