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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: Greetings, guys.

I have Winpak and Loblaws. I like both names because Loblaws is trading at a roughly 15 p/e and Winpak has no debt and a large cash position. However, eps growth in 2018 is fairly muted in both names.

All things being equal, I was wondering, would you sell Loblaw for WSP Global and Winpak for Cae? I have a small loss on Loblaw in a tax free account and I have a 10% gain on Winpak in a taxable account.

Do you think these changes improve the growth profile of my portfolio, without increasing the volatility? I appreciate your thoughts.
Read Answer Asked by john on August 28, 2017
Q: Greetings 5i,

My question is fairly long-winded, so please deduct as many credits as you deem appropriate.

I currently hold a half position in both STN and WSP. Do both need to be held in this space? Do you favour one over the other for a long term hold (5 years plus)? Moreover, if you do favour one, would you recommend dropping the other completely, folding the capital from one into the other, or trimming each slightly to maintain diversification while redeploying some capital elsewhere?

I have a fairly long term horizon (I am 35 years old), and, in the industrial sector, also hold a full position in CNR.

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Hello,
I currently hold a DRIP Portfolio consisting of BAM.A,BNS,RY,MFC,SU,FTS,RCI,ECA,TRP,and POT. I have found this style of investing quite profitable and am looking to add a couple names. I'm considering WSP and TCN. Given the names I already own and the valuation of the two companies, which one would you suggest? Can you think of any other companies that might be a nice addition? I have a 15 year time horizon. Thanks for your awesome service.
Read Answer Asked by Curtis on August 21, 2017
Q: Hello 5i. I'm overweight in CBI and have taken a big hit (35%). Stock sits in my Lira account which I'm unable to touch for 10 yrs. Would you recommend I sit on this and hope for bounce back with possible infrastructure bill to be passed or take my hit now and move on? if so, what would you recommend to replace stock with in U.S. or Can? Please offer 1 stock on each side of the border.

Thx Rob
Read Answer Asked by Robert on August 18, 2017
Q: My son is in his early 20s and building a portfolio based on your balanced portfolio. He currently holds 11 stocks. He has no industrials, communications and only TOY in the consumer space. We are thinking of selling ADN from his TFSA and replacing it with SIS or PBH as we know you recommend growth stocks in a TFSA. He also has MX in the material sector. Is this a good plan, not necessary, or do you have another suggestion from the above list that you think is better? Thanks
Read Answer Asked by Paul on August 08, 2017
Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.
Read Answer Asked by Francois on August 02, 2017
Q: Which of these would you feel has a better outlook for growth going forwards. Do you think this sector is over priced considering the big promises made about infrastructure spending?

Thanks
Read Answer Asked by Mark on July 17, 2017
Q: I am looking for an industrial income stock and am considering xtc and wsp. I think you would pick wsp because it is much bigger. I would like a yield greater than 3% and these two stocks yield just under 3%. I like the yield of Exchange Income, but am leery of the short situation. Would you please suggest a good industrial stock with a yield close to or exceeding 3%. Thanks.
Read Answer Asked by Richard on July 17, 2017
Q: I am considering selling my Stantec (STN) stock and replacing with WSP Global (WSP), and indeed wish I had done so earlier. I have reviewed your recent answers on this question (and variations). If I were making an initial investment, it seems clear that I would perhaps lean toward WSP, but given that I currently own STN, should I hold or sell it and buy WSP? This is for a long-term investment seeking growth. (Stantec is currently my only industrial stock and about 8% of my portfolio.) Thanks, and great job.
Read Answer Asked by Christopher on July 07, 2017
Q: Thank you for your prompt reply to my question re PKI,AD.
I should have also asked that if you did not favour AD then could you recommend something else that has a decent yield and some positive movement in the near term.
Many thanks
Read Answer Asked by george on July 04, 2017
Q: Im looking to add 1 or 2 new full position (long term hold) into industrial sector. Already have a full position in SIS. What do you guys think are good companies to enter into right now?
Read Answer Asked by Jerry on July 04, 2017
Q: The US is apparently going to be spending large amounts of $ on infrastructure. Can you recommend particular companies that could
benefit? I currently own WSP which I believe has a large US division. Thanks
Read Answer Asked by James on July 03, 2017
Q: Market is down so which stocks due see unfairly punished and will be good to pick up.
Read Answer Asked by Nizar on June 29, 2017
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