Q: I am low on industrials. Have RME 2.2, SIS 5.3, and WTE 2.8. What would you add to complement these three? I noticed the ticker for CERV is CVL on your coverage summary. Thanks!
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Enbridge Inc. (ENB)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Evertz Technologies Limited (ET)
Q: Hi 5i - WSP is in your income portfolio and I'm wondering, as it is declining, is it a good time to buy or could you recco another few income stocks instead.
Thx - Doug
Thx - Doug
Q: This group has posted disappointing results of late...what/when are the expected next earrings estimates? And when is it time to review whether these still should still be held? Thanks....
Q: What are your thoughts on selling WSP Global for Savaria?
Looking for more dividend growth (revenue and earnings as well).
WSP's earnings didn't look as good as Savaria's did.
Thank you,
Adam
Looking for more dividend growth (revenue and earnings as well).
WSP's earnings didn't look as good as Savaria's did.
Thank you,
Adam
Q: what are your thoughts on WSP earings
- Toronto-Dominion Bank (The) (TD)
- TELUS Corporation (T)
- ONEX Corporation Subordinate Voting Shares (ONEX)
- AltaGas Ltd. (ALA)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
Q: I've been a long suffering shareholder. Stantec has done several acquisitions in the environmental and water infrastructure areas but no traction because eps never seems to grow. Is it time to move on? I like the sector exposure so would SNC or WSP be better growth options?
- Covalon Technologies Ltd. (COV)
- Enbridge Inc. (ENB)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Savaria Corporation (SIS)
Q: I have a full position in my TFSA, in all of these except COV. They are all up except for ENB. I have $12,000 to invest, would you add to the existing stocks or can you suggest others. Thanks for your input, great site. thanks Dorothy
- Sun Life Financial Inc. (SLF)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- Stella-Jones Inc. (SJ)
- Open Text Corporation (OTEX)
Q: I plan on buying a half position in each of the companies in question (WSP, OTEX, SLF, CCL.B & SJ) Could you tell if they should be in my taxable account or TFSA?
Thank You, Jim
Thank You, Jim
Q: I notice that TD has put SNC on its action buy list. What is your opinion? What are your best ideas for infrastructure investments?
Q: Trying to decide how to allocate a full position or two half positions in a TFSA. We are growth investors with a 20+ year investment window. Currently most underweight in materials, energy and industrials. Plus I would like more non-North American exposure, if possible. WSP seems like it might be a good option. With the current market climate, what opportunities are there for me? Energy companies provide the least growth atm, correct?
Q: For 2018 TFSA contribution money, which of these three companies would you buy this week or would you pass on all them right now?
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- Stella-Jones Inc. (SJ)
- Avigilon Corporation (AVO)
- Alimentation Couche-Tard Inc. (ATD)
Q: My 20year old son has at least 2years of school left and has enough summer income and RESP to cover those years. He has been slowly building a portfolio that mirrors your balanced portfolio. With the take over of AVO his tech weightings are now 33% ( youth seems more comfortable with tech!). I am encouraging him to rebalance. Which do you think has the best 2+ year outlook. ATD.B, SLF, WSP or SJ on the recent pullback. Thank you for all your suggestions, this is a fun kind of “problem” to have!
- WSP Global Inc. (WSP)
- Brookfield Property Partners L.P. (BPY.UN)
- Premium Brands Holdings Corporation (PBH)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Hi 5 I team
I presently have BPY.UN and thinking of selling it for its poorer performance and
replacing it with BIP.UN or WSP Global. Could I get your opinion on these two or others that you might suggest. Thanks Maurice
I presently have BPY.UN and thinking of selling it for its poorer performance and
replacing it with BIP.UN or WSP Global. Could I get your opinion on these two or others that you might suggest. Thanks Maurice
Q: I have the good problem of MX and WSP doing very well but now both at 2% overweight. I hate to sell stocks on a good run....time to rebalance or ride it out a bit longer. If time to rebalance what materials and industrial stock ( balanced equity portfolio follower) to buy right now with the 2% position.
Q: Hi Peter, Ryan and team
With the demise of Carillion, I wonder if you would hazard a guess as to which of the above companies would be most likely to pick up some assets based on the size of the war chest, past behaviour, etc.?
Gord
With the demise of Carillion, I wonder if you would hazard a guess as to which of the above companies would be most likely to pick up some assets based on the size of the war chest, past behaviour, etc.?
Gord
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Avigilon Corporation (AVO)
Q: What 5i stocks (portfolio and rated/covered) are making new highs these days?
Cheers
Cheers
Q: What are your thoughts on $wsp going forward. I currently hold a full position.
Thanks Valter
Thanks Valter
- WSP Global Inc. (WSP)
- Tricon Residential Inc. (TCN)
- Magna International Inc. (MG)
- Savaria Corporation (SIS)
Q: Seeking two or possibly three solid dividend producing Canadian stocks that have major US exposure for a non registered account. Thanks.
Q: I am currently sitting on some gains with TCN. Should I switch to WSP? Does WSPs run still have legs? Is there another yield play you might suggest that has room to grow?
Much thanks,
Mark
Much thanks,
Mark