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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: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...
Read Answer Asked by Tom on May 01, 2017
Q: I am holding smaller positions in all three in a fairly well balanced RSP but I need to convert to a RIF in a couple of years.
Is it time to let these go into some more conservative dividend growers or would you suggest I maintain a balance in my RIF similar to your income and balanced portfolios??
Thanks as always,
Peter
Read Answer Asked by Linda on April 04, 2017
Q: I am starting a TFSA for my wife, who is 5 years from retirement with an adequate pension. The stocks in question will be of equal weight. Your opinion on selection or other suggestion would be appreciated.
Thanks
Read Answer Asked by Roy on April 03, 2017
Q: I have found myself sector heavy in some areas and need to increase my positions in both Health Care and Basic Materials. I am looking at CRH for health care and would like to add one more. Suggestions?

For basic materials do you additional suggestions in addition to SJ and MX

Thx


Steve
Read Answer Asked by Stephen on March 29, 2017
Q: Hello Peter and Team
I need to build the material sector of my PF and would appreciate your rating, in order, of Agrium, Stella and Methanex based on today's prices. Looking for long term growth and dividend growth. Thanks for all you do.
Gary
Read Answer Asked by Gary on March 22, 2017
Q: I have a question about ZCL Composites and Stella Jones.
I'm thinking of selling SJ and replacing it with ZCL. Other than the significant size difference, and assuming a balanced portfolio, is there a reason not to do this given the better momentum and dividend for ZCL?

Thanks.
Read Answer Asked by Alan on March 17, 2017
Q: Hi, Could you please provide street estimates of Revenue, EBITDA and Adj EPS for upcoming quarterly results, this week. Thanks
Read Answer Asked by rajeev on March 14, 2017
Q: Greetings 5i Team:

If you had to choose one of these companies to add new money to without regard to anything but expected growth over a 3-5 year time frame which would you choose and if you could please provide a brief rationale?

Thank you
Read Answer Asked by Stephen R. on March 10, 2017
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