skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, I need to increase my Industrial Sector a fair bit. I started with full positions in CNR, FTT and SIS. CNR has doubled but FTT and SIS are both down, SIS quite a bit.

I started with a half position in WSP and it's up a bit.

What would you do here to increase your Industrials

Thanks
Robert
Read Answer Asked by Robert on July 03, 2019
Q: I'm adjusting the industrial portion of my portfolio and am thinking of selling both Finning and Russel Metals and harvesting some profits. They are both still attractive from a dividend perspective but a likely economic slowdown lowers their future capital appreciation potential. What is your opinion on retaining either of these stocks versus selling and buying something with more potential like NFI, SIS or TFII? Thanks.
Read Answer Asked by Stefan on November 23, 2018
Q: Which of the mentioned companies would you buy today (and why) for a long term rrsp hold? Thanks for all your advice.
Read Answer Asked by Darby on March 12, 2018
Q: I hold cash in my accounts. I would like your view on the companies addressed in this question.
Is it a good timing to initiate a position, what are their growth and safety prospects. Could you rate the above in order of priority.
I value as always your opinion.
Raouf
Read Answer Asked by Raoul on October 24, 2017
Q: Hello 5i,
I've held finning for a long time and recently sold it and wish to replace with byd.un.
I think I read that byd.un raised financing in may 2017. Does that mean it will NOT need to raise more to close its' recent purchase?
If byd does need more financing:
Who would do this deal? Who did the financing for byd in the past?
Where would you expect the share price to adjust on the announcement of such a deal (provide a typical range or 5is best guess based on past deals)
Would more debt suppress the share price for the next 12 months?
In a volitile market would byd bonds be worth holding ?
Many thanks
Read Answer Asked by Kat on June 16, 2017
Q: As we get older we are thinking of making our portfolio less volatile. Therefore, we have been thinking of eliminating cyclical stocks, such as energy, companies like Agrium. Do you think this is the best route, or would you prefer, as I think you do, hold a smaller percentage of cyclical stocks? Also, would you consider a company like Finning, which is related to the energy sector in many ways, as a cyclical stock?
thanks again for a wonderful service
Read Answer Asked by joseph on January 24, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!