Investment Q&A

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.

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?

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

Q: Hi Team,

Can you comment on the quarterly results of these 2 companies?

Thanks!

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

Q: What are your favourite Canadian industrials stocks for growth and for stability (or maybe both) right now?

Thanks!

Q: In a comparison of growth opportunity over the next 5-10 years, which would you side with? Where would you put REAL on the risk spectrum?

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.

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

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

Q: It appears that CAE is a company that still has room for bounce back in the recovery, can you name other favourites that you are surprised haven’t gone up more significantly. Thank Dennis

Q: These three seem to be lagging the upside in the overall market..why and what better substitutes can you please suggest ? Thanks...

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

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

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

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?

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

Q: Hi Peter, Ryan, and Team,

Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?

Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials

Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.

Q: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.

With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You

Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram