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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: i see you use the phrase “need to own”, so in your opinion what are 5 need to own stocks.
does goeasy fit the bill, i am sure you will say csu.
i know you hate the oil space but there has to be one you like, maybe parex.
i never understood need to own, that phrase only works as long as nothing company specific changes.
dave
Read Answer Asked by david on December 10, 2019
Q: Greetings 5i team,
I recently read an article that talked about these three companies.
Q1. Please comment on Toromont Industries as an investment.
Q2. Please compare the investment qualities of Stantec Inc with one of 5i favourites; WSP.
Thanks again for all of your good work.
SP
Read Answer Asked by Steve on December 06, 2019
Q: Hi,

I'm looking to start investing a lump sum over the next 12 months or so. What list of Canadian stocks would you recommend at current levels? Do you have 5-7 names that you find particularly attractive right now. Looking for a mix of growth and income with not too much risk.

Thanks,
Jason
Read Answer Asked by Jason on December 02, 2019
Q: For non-Canada exposure I use ETFs (VFV, HXS, XQQ) along with Canadian companies that have significant international exposure. In 2016 you wrote an article on this topic and recommended ATD.B, CCL.B, WSP AND XTC. I particularly liked that you provided a table outlining the countries where the 4 companies were invested. Do you have further information on this topic?
Read Answer Asked by Dennis on November 22, 2019
Q: Hello 5I
My holdings include, with total portfolio weights::
ATD.B (4.65%); BYD.UN (5.65%); CP (3.65); CSU (3.50%); GSY (4.6%); WSP (4.20%); ZEM (4.5%)

I have concern about a possible recession and economic slow down, and I would like to structure the equities in my portfolio with a bit more of a conservative and defensive tilt.

I otherwise would want to keep these positions but do you see any of these 7 being less conservative and defensive? With my objective in mind, should any be reduced or eliminated?

thanks for your excellent service.
Read Answer Asked by Leonard on November 19, 2019
Q: I think I need to increase my Industrial exposure by adding one more company. I have 4% in each of CAE, CNR, WSP. Perhaps one more at 2 or 3%. Any suggestions?
Read Answer Asked by David on November 19, 2019
Q: If you could pick the best 6 Canadian stocks right now for long term growth, stability and in 6 different sectors what would they be? What would they be ignoring sector restrictions?
Read Answer Asked by Andrew on November 15, 2019
Q: Hello,

The family RESP is composed of 15% VGG and 15% XQQ with the balance spread roughly evenly over the remaining stocks listed above. I would appreciate your suggestion for an additional position. The oldest child is 8 years away from post secondary.

Thank-you.
Read Answer Asked by Stephen on October 22, 2019
Q: Hello team,

Not including the tech and industrial sector which three stocks would you feel most comfortable buying at current levels for a tsfa?
Thanks
Read Answer Asked by Rino on October 07, 2019
Q: Each of these stocks make up between 2% and 2.5% of our portfolio. I have some cash to deploy and am thinking of adding to one of these. Which one, if any, would you see as a good choice at this time, and why?
Thanks once again for your valuable input. RAM
Read Answer Asked by Ray on October 07, 2019
Q: Hello 5i,

I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.

Thanks for the assist.
Read Answer Asked by Kelly on September 26, 2019
Q: in my unregistered account have these four: BNS, CSU,ENB and KXS. I would like to add one stock. can you recommend a couple choices please?
Read Answer Asked by Danny-boy on September 25, 2019
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