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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: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:

GC, AIF, BYD.UN, CAE, CLS, PKI, SYZ, or GSY, PHO, ECN,

thanks
Read Answer Asked by Esther on September 20, 2017
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: In a diversified RRSP account I have 10% industrials with positions in XTC, ZCL, NFI, and MG. Have been patient with XTC and can remain so, but do own MG already. The account is more growthy given time to need. Looking for a second opinion on my thought to swap XTC for DOO/CAE/BYD. Would you make the switch? If so to witch name? I don't trade a lot but do watch the names and account fairly closely.
Read Answer Asked by John on August 08, 2017
Q: As a recent subscriber and investor, I note that several stocks that I own have the option of DRIP. My portfolio is large enough that the quarterly dividends allow for a substantial purchase of new or existing additions to stocks, like CAE or Boyd. As the cost of buying the stocks is not overly impactful to the purchase, is foregoing the drip, and the 5% discount, advisable, in order to allow a choice in selecting stock picks?

Thanks. KC
Read Answer Asked by Kelly on July 14, 2017
Q: reviewing your reports i like to add CAE and CSU to my cash account and CGX to retirement account.
i dont like to add to the number of my holding or the margin.
So i would consider letting go of CJT (recent purchase ) reduce my TD (FROM 300 to 200 units ) ZZZ (reluctantly, t has done well in the short time ). IN MY RET A/C let go of DIV .
Appreciate your feedback

replace DIV with CGX in my retirement account (i am surprised at your A- rating for CJX
Read Answer Asked by thambirajah on July 06, 2017
Q: per your latest addition to the balanced portfolio, I plan to add CAE to my portfolio. To do this, however, I need to sell one of my other tech stocks. which amongst KXS,CSU,GIB.a,DSG,ENGH,CLS,OTEX would you suggest to sell at this time. All have a 2% weighting.
thanks
Read Answer Asked by David on July 05, 2017
Q: Hi, I want to increase my sector weightings in Manufacturing and Industrial stocks, plus obtain some Income. I currently hold Barrick ($7K); CAE ($37K); CNR ($58K), Intel ($20K); Pfizer($17K)and Wajax ($10K). Looking to invest $40K more in this area, your suggestions would be appreciated. Thanks!
Read Answer Asked by Kim on June 22, 2017
Q: Hi,

In light of the Donald's proposed 54 billion dollar budget to increase defence spending, including new aircraft carriers,

Would you suggest buying the rumour ?

From what I gather, chances are this will not pass in its current incarnation.

And if you were inclined to beef up defence in your portfolio, what stocks, mid to large caps would be your preference for a basket of stocks ( I prefer to avoid sector ETFs). Can you rank them ?

Thank you,

Karim
Read Answer Asked by Karim on March 16, 2017
Q: I owned this company a couple of years ago and after a long period of non-performance, I sold it. Last July it took off but now again seems to have gone into neutral - perhaps for another 3 years? This company would appear to have a bright future - global reach, new pilots that require training on new planes and to replace the aging (retiring) pilots and some growth in their medical division. Is this one of those companies that just will never be a great grower or do you think that maybe its time has come? I am already invested in the aeronautics space with a US company (Heico) and EIF so I don't need to buy it but was wondering if you thought there is a compelling case to buy.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 23, 2017
Q: I have small positions (less than 0.5% each) in WEF and CCO, both at losses (20% down on WEF, 62% down on CCO). I am debating whether I cut my losses on each and consolidate this freed capital into increasing my position in CAE (currently at 0.5%: making this move would increase my position to about 1.2%).

In defence of WEF, I know that this is a cyclical company, and with the prospect of more construction in the US (I believe there have been some rumblings about increasing house construction in the US), I am aware that WEF could improve over the next 6-12 months. Also, it pays a 4% dividend to wait, so that would be another case to keep it. As for CCO, I am not aware of any tail winds for uranium in general, but I don't think CCO will head much lower than it already has.

On the other side of the argument, I am aware that hanging onto losing positions in the hopes that they improve is not a successful strategy. I believe that CAE is a company worth investing in, and I do plan to increase my position in it, either by adding capital to my investing account (which I will have to wait on until extra capital becomes available to me for investing), or redeploying my existing investment capital.

My question is whether I act now by selling these companies, or whether I hang onto them and wait until I accrue additional free cash to increase my CAE position. I am unwilling to sell my other positions in my account at this time. Thanks so much for your time, and I await your reply.
Read Answer Asked by Domenic on November 09, 2016
Q: Which of the Aerospace/Defense companies do you think is the cheapest with the highest growth potential for next few years from the list.
Read Answer Asked by Imtiaz on July 25, 2016