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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: Two part question, deduct as necessary. Canadian Portfolio slightly tilted towards growth and not needing funds for long time. Looking to add one Industrial name to compliment WSP and PEO (if considered an industrial). Was thinking maybe NFI but would be interested in any other suggestions.

Also looking to add a tech name to compliment KXS, and OTEX. Having a hard time finding something different that could be a core holding for long term, only criteria would be that i am not interested in PHO.
Read Answer Asked by justin on February 20, 2019
Q: Hello 5i!! What would your top two or three companies in the industrial space in Canada and the US?
Thank you
Dave
Read Answer Asked by Dave on February 19, 2019
Q: Hi Peter and Team
I am looking to add to the industrial sector.
I currently own SIS.
What would be your top three picks and why?
Sincerely
Ron Bonnie
Read Answer Asked by Ron on January 17, 2019
Q: I read somewhere that the world airlines will need 100,000 new pilots in future years . China is a factor with so many Chinese travelling. Do you like CAE. Flight Simulators Any others?

Also Baby Boombers aging and taking Cruises. Who benefits the most here ? . Do you like this industry ?
RAK
Read Answer Asked by bob on January 14, 2019
Q: Hi Gang,
Have some cash available and would like to know your thoughts on the above, looking buy 3 or 4 of the above.

Thanks
Anthony
Read Answer Asked by Anthony on January 14, 2019
Q: Greetings 5i Team.
We are adjusting our accounts and looking to place 6% of our equity allocation in the Cdn ‘industrials’ category. If you were to choose among the listed securities, which names would you prefer for each of a one, two, three, and four name selection?
Thankyou
Sam
Read Answer Asked by Steve on January 14, 2019
Q: My daughter’s Investment acct and TFSA are reasonably balanced. TFSA holdings and returns are below. TFSA value is $88,247.

Stock Value Return Portfolio
Percentage
Bank of NS 11,228 5.83% 2.43%
Dollarama 9,741 -37.44% 2.11%
Element Capital 9,660 -9.56% 2.09%
Knight Therapau 12,304 -3.93% 2.67%
Parkland 14,136 119.37% 3.06%
Transcontinental 5,790 -39.08% 1.26%
Savaria 13,060 68.90% 2.83%
Spin Master 11,517 1.09% 2.50%

I’m thinking of splitting the 2019 $6000 contribution between TCL.A and SIS. Second choice is add a new stock such as CAE. Any thoughts? Many thanks.

Read Answer Asked by Robert on January 03, 2019
Q: I need to sell one of these stocks from the Industrial sector for a rebalance. Long term outlook. I need help deciding on which one to cut.
Thank you again.
Read Answer Asked by Derek on November 21, 2018
Q: Please comment on earnings and Revenue. Revenue for both Companies was up.
CAE the need for training pilots over the next ten years is very high. Company should do well.
SIS aging population A good story. Should I buy more of both companies ? RAK .
Read Answer Asked by bob on November 15, 2018
Q: As a long term growth holding in a TFSA, which of these companies would be your favourite?
Read Answer Asked by Curtis on September 17, 2018
Q: Can I get your thoughts on CAE's earnings ,their debt and growth prospects?

There seems to be a theme regarding the stocks I follow this earning season. Higher valuation stocks (p/e around 20+) when they meet expectations or miss by a little, seem to sell off quite dramatically at first, only the to claw back most of the day's losses. Horrible for anxiety levels. Great for day trading or establishing long term positions though, in my opinion.

Thanks.

John
Read Answer Asked by john on August 14, 2018
Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks
Read Answer Asked by Gordon on August 07, 2018
Q: Always nice to have a problem such as where to put the new money received from a 53% premium takeout of ECI. Thanks 5i!
Thinking of getting into CAE or PBH. Any preference? Looking for a bit more growth with some dividend over a 4-5 year period.
Thanks
Sal
Read Answer Asked by Sal on August 01, 2018
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