Investment Q&A

Q: In several of your answers concerning stocks that have good recovery potential you suggest 'industrials'. What would be your top industrial picks?

Q: What are your thoughts on WSP for a five year hold ? It would be a capital gains play since the dividend is low.

Q: I would like to increase my portfolio exposure to materials and industrials. When it comes to materials, I own NTR and was thing of adding a position in SJ. I am not entirely comfortable with this buy (concerns about slow growth), but I can't simply find a better alternative. What are buyable (quality + reasonable valuation) companies in the materials sector that you think are better than SJ? When it comes to industrials, I was think of starting long-term positions in EIF and CAE because of their recovery potential due to low valuation. Is there anything that you find concerning in these two?

Q: Hello 5i,
I just received your article on the Canada Pension Plan fund. Thanks very much for taking the trouble to send that out. One of the things that struck me on the top thirty holdings of this successful fund, is that the only Canadian holding in that category is wsp global. i am wondering the reason why? I am sure that they are close to this organization and have some idea of their plans? Do you think they believe that having this company in the top thirty indicates that they have above average hopes for its future expansion?
thanks

Q: It appears that in post Covid times, infrastructure money will be doled out to get the economy rolling again. It may be time to sell some tech or at least trim. I am currently over 40% in tech. It’s been great but I realize more diversification is important.
I know that you’ll recommend BAD and likely STN but what else may be on the horizon to consider?Thanks
Dennis

Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.

Q: Hi, the highest rated industrials you cover are SIS, TFII and WSP (all B+) all of which I own a full position, plus CAE (also B+) which I own a 1/2 position. I'm currently under weight industrials, but not comfortable adding to CAE just yet. Are the other industrials you might recommend that could be B+ or better?
Thanks, Ian

Q: With the likelihood of a vaccine in the relative near term there will be a rotation out of a number of tech stocks. Based on this thesis I consider the following stocks which I own to be good candidates. BYD,PKI,TFII,WSP & EIF. Do you agree and if so could you list a few other candidates that would be a good fit. Thank you.
Roy

Q: Please comment the Q2 reports for both companies and compare with What the street was expecting.
Thank you for your wise suggestions.

Yves

Q: What are your favourite Canadian industrials stocks for growth and for stability (or maybe both) right now?

Thanks!

Q: Hi Peter and Staff

I know you like this company and I have done well with it....thank you......seems to have stalled....wondering what you think its P/E is and please address concerns if any on the multiple given the state of the world
Thanks for all you do
Dennis

Q: I am thinking of adding to my positions in Wsp and Thompson Reuters . Is now a good time?

Q: I have a small position in Bip.un and want to put more money into infrastructure. would you suggest now or later ? could you give me 2 names in ea country . Is there an ETF that would be better? (take more credits to give a complete answer.). Thanks for your work. Helen

Q: Hello there!

Which stocks would you suggest for industrial sector exposure? Can you name maybe 2 canadian and 2 US stocks and rank it, your favorite first?

Thank you

Frank

Q: This stock is one of my favorites thanks to 5i but seems to be lagging for the past couple of months. Is it a cyclical issue? Any concerns?

Q: I have over 60% of my portfolio in cash waiting for a significant pull back . Regardless of sectors what is the top 5 stocks both In Canada + US you would buy when and if we have a downturn, Do you think we will see a significant downturn or do you recommend nibbling away on swings. I am a moderate risk investor Thanks in advance for your guidance

Q: Good day 5I Team
In multiple accounts (3 registered & 2 none registered).
SIS (1.75% / -19% total PF) ,
CAE (1.3% / -16%) ,
WSP (1% / +2%)
RTX (1% / -2%)
NFI (0.2% / -59% )
XBC ( 0.2% / -8% )
Your suggestion, which one to Add, Hold, & Sell for long term growth ?
Thanks
Best Regards

Q: What's up with WSP? It held up quite well since March but after
issuing some financing a little while ago it slipped back and seems to be languishing, even during the run up prior to Thursday. What was the financing for? Was it a prudent time to do that? There had been some mention of a merger with a US entity; was the financing related to that and is that going ahead? And last, where do you see this equity going from here. Thanks for your excellent service.

Q: Hi Peter, Ryan, and Team,

Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?

Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials

Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.

Q: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.

With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You