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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: Given the recent corrections, what are some names (Canada and US) you would add? Thanks!
Read Answer Asked by Hua on September 10, 2020
Q: I would like to increase my portfolio exposure to materials and industrials. When it comes to materials, I own NTR and was thing of adding a position in SJ. I am not entirely comfortable with this buy (concerns about slow growth), but I can't simply find a better alternative. What are buyable (quality + reasonable valuation) companies in the materials sector that you think are better than SJ? When it comes to industrials, I was think of starting long-term positions in EIF and CAE because of their recovery potential due to low valuation. Is there anything that you find concerning in these two?
Read Answer Asked by Steve on September 02, 2020
Q: I hold both CAE (TFSA) and RTX (RRSP) as my industrial exposure and am starting to feel that it is too much focus on aerospace. The delisting of RTX from the DOW raises more concerns and it has been disappointing. Do you think both need to be held? If one was to be let go which one would you choose? What are your current favorite industrials in both Canada and the US as potential replacements and why? Do not need funds anytime soon as federal defined benefits pension/retirement is still 25+ years away.

Thanks so much for the fantastic service!
Read Answer Asked by Justin on August 31, 2020
Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.
Read Answer Asked by Nizar on August 14, 2020
Q: Hi i5,

According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?
Read Answer Asked by kwokwai on August 14, 2020
Q: Follow your balanced equity portfolio. I am wondering if I should move money from BNS and CAE to something with more upside in the balanced portfolio As well, have a few of your growth names. In the recent questions and answers the outlook for pho does not seem good. Should I hold or do you have better suggestions for growth in the next few years? Thank you Steve
Read Answer Asked by Stephen on August 13, 2020
Q: Hi, the highest rated industrials you cover are SIS, TFII and WSP (all B+) all of which I own a full position, plus CAE (also B+) which I own a 1/2 position. I'm currently under weight industrials, but not comfortable adding to CAE just yet. Are the other industrials you might recommend that could be B+ or better?
Thanks, Ian
Read Answer Asked by Ian on August 12, 2020
Q: What are your favourite Canadian industrials stocks for growth and for stability (or maybe both) right now?

Thanks!
Read Answer Asked by Dennis on August 05, 2020
Q: These two are currently my biggest loosers, down 30% and 40% respectively, unfortunately they are in my TFSA, only there because thats where I had cash available when I liked the idea of the purchase. Admittedly I havent been in CAE very long, MX has been held much longer. With current events would you sell and move on, if so a few suggestions for this account please other than Tech please, I'm way over weight there.
Read Answer Asked by Charles on July 29, 2020
Q: Greetings 5i team,
I have some cash in two of my accounts and am looking to add to two or more of these companies. In what order would you suggest I might add to these companies? Are there any that you would not add to at this time? For example, CAE and GC have been badly mauled, have not yet recovered, but perhaps I should treat them as a hold?
I realize that these companies vary according to sector, size growth, income and recovery potential making this a challenging question.
Thank you for your work.
SP
Read Answer Asked by Steve on July 28, 2020
Q: Hi Guys,
Are any of these names a MUST sell in your opinion? They are all down approx. 15%.
My time frame is 3 to 5 years.

thanks
Jim
Read Answer Asked by jim on July 14, 2020
Q: These three seem to be lagging the upside in the overall market..why and what better substitutes can you please suggest ? Thanks...
Read Answer Asked by adam on July 06, 2020
Q: I have a question about CAE Inc . I just purchased this share $22.75 per share ever since it as been declining. What would be your suggestion be patient and hold for now or sell it. Can you see it start moving up in the near future. And as for Ballard it as reached an all time high, do you think it is the right time to make a little purchase or should i wait?
THKS GUYS
Read Answer Asked by wilson on July 06, 2020
Q: I'm thinking about harvesting tax losses on both NFI and CAE. For NFI I would probably wait until after I receive the dividend payable to holders of record at close of business on June 30th. In regards to CAE I think we are seeing a second wave of COVID-19 building so air travel rebound may be delayed or muted. I know you like CAE but with Trump (and fellow travellers) in charge there is just not enough energy to really confront the virus so the airlines stay empty.
I have yet to rebuy any companies stock once sold. Probably should put the money towards gold, bumping up my 5% weighting a bit.
Any thoughts or concerns?
Thanks,
Jim
Read Answer Asked by James on June 24, 2020
Q: What would be your 5 top economic recovery plays at this time, US and canada.
Can you rank Them in order of preference.
Thanks
Read Answer Asked by Karim on June 23, 2020
Q: Hey 5i team,

Bargains and value pickings seem to be getting slimmer. With a possible recovery or even a lockdown again...with a healthy balance sheet and product or business. Buy and hold longterm horizon.
What are your top recovery picks that you would step into today?
Read Answer Asked by Adam on June 18, 2020
Q: Good day 5I Team
In multiple accounts (3 registered & 2 none registered).
SIS (1.75% / -19% total PF) ,
CAE (1.3% / -16%) ,
WSP (1% / +2%)
RTX (1% / -2%)
NFI (0.2% / -59% )
XBC ( 0.2% / -8% )
Your suggestion, which one to Add, Hold, & Sell for long term growth ?
Thanks
Best Regards
Read Answer Asked by Djamel on June 16, 2020
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