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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: This name is in both the 5i Income and BE portfolios at a 6% weighting yet yields under 1%, where no other stock in the Income portfolio comes close to. I understand it is the best performer in that portfolio and am wondering if it is there to 'juice up' the return on an otherwise mediocre performance. Could you confirm this rationale or explain the thinking, please.
Read Answer Asked by Jeff on October 30, 2023
Q: What are your thoughts on GDI? I've been holding in my TFSA for around 3 years and up 12%. They made a purchase last week which looks good. Its more or less been flat and slightly down for the last little while. I know you like it and still hold but I'm looking to high grade this stock for a better alternative if there is one.  Looking at total return 5+ yrs, what small/mid cap stocks would you rank above this one currently that I could swap with? Some names that come to mind are TVK (not held) and HPS.A (holding already).  So I would sell GDI and buy one of the others, which do you like currently that have greater growth potential? If any others in Cad or US, please offer your suggestions.

Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!
Read Answer Asked by Keith on October 26, 2023
Q: Could you please rank the above stocks for holding/purchase right now please? Thank you
Read Answer Asked by Neil on October 24, 2023
Q: For new TFSA money this year what are your top 6-7 picks within your balanced portfolio as of today?
Read Answer Asked by Darrin on October 24, 2023
Q: I have 1/2 positions in both RTX and LMT and was considering adding to one of them. Which one would you add to at this time? Alternately, do you have another suggestion for the industrials space that you like better than these two companies? thanks, J
Read Answer Asked by John on October 13, 2023
Q: For industrials, currently hold TFII, ATS, TRI. In that order of weighting. Also have WSP, NVEE, AXON on my watchlist.

I'm happy just sticking with 3, but 5-6 is great if they may improve my performance or diversification (if the new companies are similar quality).

If it was you, would you add more to the 3 holdings, or add one of the others? How would you rank the 6 names as far as quality and resiliance of the companies go?
Read Answer Asked by Kel on October 10, 2023
Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on September 28, 2023
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
Read Answer Asked by Terence on September 28, 2023
Q: What are some stocks that could do really well with AI becoming more and more available ?
Read Answer Asked by Ashleigh on September 25, 2023
Q: Of these six industrial holdings, which three or four would be your favourites? (I focus mainly on the Balanced Portfolio.)

Thanks for all your insightful advice!
Read Answer Asked by Jim on September 13, 2023
Q: Canada could have a construction/housing boom in the next few years. What equities would you buy to participate in this move?
Read Answer Asked by Patricia on August 21, 2023
Q: I imagine these will be answered by the time you get to this question, but if not could you comment on earnings for the above companies??? Thanks!
Read Answer Asked by Jeff on August 10, 2023
Q: Hi Team
According to portfolio analytics I need to increase my industrial weighting by 7%. At present I have AMAT, CNR and LRCX. CNR is the largest weighting here.
At present my portfolio is 7% Industrials and I should be at 14%.
I also own ZSP and XIU but I am not sure if analytics accounts for the specific sector weights there when it figures out your weighting or if it only counts as a broad spectrum diversification.
Which stocks would you recommend adding. This is a non registered account.
Thanks for your help.
Victoria
Read Answer Asked by Anna on August 09, 2023
Q: Hello 5i team,

I sold "CAE" and made some money to find next growth name. Could you please suggest one? I already have "STN" and "CP" in my portfolio for your information. Your suggestion doesn’t have to be in the same sector though, I am looking for the best rewarding one as of today for 3-5 years holding. Thanks.
Read Answer Asked by Lin on August 02, 2023
Q: Hello,

There hasn't been a question on this company since 2021 - can I get your updated opinion of it? They just reported earnings this week and beat EPS estimates.

For a portfolio light on industrials, would you recommend it? If not, can you list a few industrials that you consider better - US or CDN.

Thank you,
Read Answer Asked by Doris on July 31, 2023
Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!
Read Answer Asked by Kim on July 30, 2023
Q: Retired investor with a long term view. I will need to take some money from that account for living expenses. Holding both stocks sitting at a 4% weighting in a taxable account with 180-300% profit. Industrials are my largest holdings. I would like to take one down to 3% and reap some profit on the way. Which would you sell first or would you scrape a little bit of both?
Thank you for your invaluable service.
Yves
Read Answer Asked by Yves on July 26, 2023
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