Investment Q&A

Q: ECI is considered an Industrial and with its removal I am going to be light in the Industrial space. Any suggestions on replacements? Income is not a concern.

Q: I am considering adding one of these to my portfolio. Could you please give me your opinion?

Thanks

Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael

Q: Can you please comment on the earnings for $WSP.

Thanks Valter

Q: In May and July, a couple of members wondered if it was time to move on from STN (and go to WSP) due to non-performance and you suggested it was. do you see anything in this earnings report to suggest a turnaround? I admit to a bit of emotion on this one as STN was once of the first stocks I ever bought. But continuing problems with "legacy" contracts has me questioning management. Time to give up the ghost on this one?

Appreciate your insight.

Paul F.

Q: BNS is down 4.70%, ENB is down 9.22% and KWH.UN is down 38.20% There is about $650. in the account, would you suggest I tip up some of the stocks that are down? Sell any of the stocks? Buy a new stock and if so can you give me some suggestions. Thanks for your help.
Dorothy

Q: Currently UTX is the only industrial stock in my portfolio and I would like to add two or three more to bring industrials up to 15 to 20% of my total portfolio. I have a very long-term total return focus. What are your favorite industrial stocks (either Canadian or US) at this time? thx

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: Aecon winning contracts and with the takeover off the table and stock back to $16 is it a good buy now or do you still prefer WSP Stantec or snc. And which ones have the least amount of debt and would withstand a slowdown much better.

Q: I am having difficulty finding industrial and consumer defensive stocks that have decent yields and security. I suppose this is because they doing well right now. Do you have any suggestions? I am looking for stability in economic downturn, while offering a reasonable yield and dividend growth.

Q: Greetings 5i
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis

Q: Hi can you give me your top 5 dividend paying stocks with a drip I am looking for a 3 to 5 percent discount on the drip thanks

Q: Gentlemen,
I have CLS, SIS & TSGI ruffly equal weight on my TFSA, I have some cash to add.
On which name 5I will suggest to add ?
On my total PF SIS=4.8% TSGY=2.5% CLS=2%
Thanks
Best Regards

Q: Stantec continues to show little growth as it has over the past five years. At 1.63% it also has a meager dividend. It compares poorly to WSP over five years. Is it that WSP has better management, better mix of business, better geographical locations or some other factors? Since WSP has dropped somewhat recently, would you recommend a switch from STN to WSP at this stage or stay the course with STN? Thank you.

Q: Is the recent downward trend in wsp a buying opportunity or a trend . I have recently bought a small position at 73.00 and am thinking of averaging down, is this a good plan for a 2 to 3 year time frame? If not should I sell and move somewhere else ?
Cheers, Doug

Q: Any reason for the drop in WSP Global this morning?

Q: Today's move in shares is likely due to Scotia's downgrade to Sector Perform from Outperform. Target price moves from 68 to 72 though M&A activity, where we know they have been active, could add $5.

Q: Can I get your opinion of SNC Lavalin?

Q: Since it's recent run WSP has become about 3.2% of my portfolio I am thinking of moving some funds to PBH which is 2%. Looking at your company data the earnings growth projected for PBH is 35% whereas WSP is 6.6%. Based on the analyst median prices for each the return from todays price would be WSP -4.93%
and PBH 16.9%. It would appear that PBH has better potential over the coming year however WSP's price performance has been much stronger over the short term (certainly not over a 3yr period).

Would you make the switch? If so which factor would carry more weight: balancing the portfolio, projected return, or price momentum?

Many thanks.

Mike

Q: If you want to purchase an infrastructure stock today, which would you choose, or do you have a better idea? Many thanks