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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 am already overweight in tech, fintech, consumer staples and healthcare (which includes SIS) and underweight in industrial and financial sectors. Do you have any industrial or financial suggestions in either Canadian or USA growth stocks to help even out my portfolio please?
Read Answer Asked by Elaine or Gerry on May 17, 2018
Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill
Read Answer Asked by Sherrill on May 07, 2018
Q: Hello 5i team. I have NFI New Flyer and XTC Exco presently as industrials. I would like to add a bit of money to my industrials exposure and I am asking for your direction or recommendation either from the 5i's portfolios or outside of. I prefer to stay in the Canadian area. Risk is not a major factor for me in regards to this selection. Divi's make me a happy but also not a final decision maker. I can simply add to either of the above names also. I have twice as much XTC as I do NFI.
Thank you
You have been a tremendous help to me.
Read Answer Asked by Jeremy on May 01, 2018
Q: Greetings.

How would you rank the above companies against the backdrop of a rising interest rate environment?

Thank you.

John
Read Answer Asked by john on April 25, 2018
Q: I am building my porfolio following the BE porfolio. I have listed the stocks I currently do not own from the BE porfolio I have funds available to purchase 4 positions (or 8 half positions) in the stocks I have listed. Which four or eight would you recommend me adding?
SLF, CCL, WSP, CLS, PKI, GC, AEM, MG, ATD.B, PBH, GUD, TOY, AIF,
Read Answer Asked by Amber on April 23, 2018
Q: Hi,

My portfolio is a bit light (5.8%) on Industrials than I would like (10%). I currently hold CAE (1.25%), XYL (2.5%) and SIS (2%). For a relatively conservative investor, what would be your top 3 recommendations?
Read Answer Asked by Cameron on April 09, 2018
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!
Read Answer Asked by John on March 29, 2018
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
Read Answer Asked by DOUG on March 26, 2018
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....
Read Answer Asked by adam on March 16, 2018
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
Read Answer Asked by Adam on March 15, 2018
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
Read Answer Asked by John on March 15, 2018
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?
Read Answer Asked by David on March 13, 2018
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
Read Answer Asked by Dorothy on February 16, 2018
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
Read Answer Asked by William on February 15, 2018
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