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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 currently hold the above 3 stocks at around 2.5% positions and am wondering if there are better options in the industrial sector or should I hold tight. CAE is up over 30% but AFN is down 25% and TFII is down 8%. I’m a retired income investor.
Thanks
Lyle.
Read Answer Asked by Lyle on August 21, 2019
Q: I have half positions in each of these four companies and cash to deploy to bring some to full positions. In which order (best candidate first) would you proceed?
Read Answer Asked by Christian on August 16, 2019
Q: Top TFSA buy this week for 6k unused 2019 tfsa. A few names are getting beaten up, which of your balanced or income companies have been beaten down more then they deserve. short term buy opportunity with long term hold (5+ years). Asked a similar question for my un-registered account. This could be almost any of your names except for wsp who I am overweight already.
Read Answer Asked by Tom on August 16, 2019
Q: I would like your opinion on MSI going forward.
I have owned MSI in my TFSa for several years now & it has done very well, however how does it compare it to another industrial companies such as CAE going forward. Some parameters of comparison that would interest me would be debt level, holding up in a recession, insider ownership.
If you think a switch from MSI would be advantageous at this point are there other companies that you would recommend over CAE?
Read Answer Asked by jane on August 13, 2019
Q: Hi 5i,

Looking to rebalance my industrials listed above. Before asking my question a little background info: Sitting at 10% sector weight with each of the listed stocks at equal weight. I would like companies with manageable debt, conservative growth and mid-large cap, with growing dividends. Shareholder friendly companies are also a nice to have. I also have a 10+ investment horizon.

Questions base on above, and please deduct as needed:

1) Would you continue to hold these stocks?
2) Which ones would have major issues if and when a slow down occurs?
3) Given answers to above, which new industrials would you recommend to replace the above?

Thanks,
Chris


Read Answer Asked by Christopher on July 17, 2019
Q: Hi 5i and team
I presently own WSP which ran up to 5% of holdings and SIS. I'm considering selling SIS and adding BYD.UN and or CAE. That move could bring me to 10% industrial. Should i trim WSP and keep industrial to a prefered percentage or Let it run which brings Me to my other question if allowed. I get confused with all sectors ie: cyclical, non cyclical, defensive etc...i would prefer having 7 if possible. I'd appreciate your thoughts with this.
Thanks for your valuable advice as always.
Read Answer Asked by Gilles on July 08, 2019
Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,
Read Answer Asked by Yousef on July 03, 2019
Q: I own all the BE portfolio except the above four stocks. In what order would you buy the remaining four stocks?
Read Answer Asked by Steven on June 07, 2019
Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.
Read Answer Asked by Larry on May 23, 2019
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