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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: I am overweight financials and I am thinking of selling PWF, which has a nice yield but no growth, and replacing it with a non-financial large cap dividend growth stock of similar quality. I am looking at QSR which has a lower yield but hopefully more growth, and CCL.B which has an even lower yield but presumably higher growth. If not one of these, what would your top recommendations be in the large cap dividend growth space?
Read Answer Asked by David on January 16, 2020
Q: Currently I hold GUD (1.3%), GILD (0.64%), and ZUH (0.93%) for my healthcare holdings. I see GUD starting to breakout from the base around $7.50, any reason for the move over the last two days and would you add to GUD now or wait a few more quarters? Also been holding GILD for a few years (-40%) and looking to change names? Any suggestions? Thanks!
Read Answer Asked by Keith on January 16, 2020
Q: If you were to pick 1 Canadian bank for a long term hold (10 - 15 years), which one would you choose? Also, what order would you rank these banks?
Read Answer Asked by Zeya on January 16, 2020
Q: Hi Team
Can i have your opinion on these 5 stocks and how would you rank them base on their
quality of management, growth and risk.
Read Answer Asked by Danny on January 16, 2020
Q: Often one hears an investment advisor (especially those with a long-term buy-and-hold style) say: “if you had bought $10,000 worth of company X in 1990, you would have $1,000,000 (or whatever) now. Yet, these same advisors (and this would include 5i) usually also advocate regular “trimming back” if any one security becomes overweight in a portfolio. But you can’t have it both ways!!—if you are lucky enough to get a 20-bagger, or 40-bagger, or (in my more extreme example above) a 100-bagger, you won’t get the aforementioned immense absolute $$ gain if you constantly trim back the winner(s). My own style typically is to just keep adding new $$ to my other (lower-weight) holdings, and thereby avoid selling my winners: e.g., I’ve had CP, ENB, NA, TRP, CAE, TD, QSR [via predecessors WEN and THI], etc., for >20 years, and have hardly ever sold any shares (and have often regretted those times I did sell a few shares for “trimming” (rebalancing) purposes. The only time I was hurt by not rebalancing was when AIG became 15% of my portfolio, and it subsequently imploded during the 2008-2009 financial crisis. But, otherwise, my general reluctance to sell high-quality securities has paid off. I am curious what comments 5i might have.....

Ted
Read Answer Asked by Ted on January 16, 2020
Q: National Bank has been on a bit of a tear lately and I am sitting on a rather nice 47% gain. When I value Canadian banks { long term } I generally consider them fairly valued when the yield is around 4% and on sale when they approach 5%. National being the smallest of the big five plus one I expect a slightly higher yield. So at 3.48% I am wondering it is overvalued and I should switch to a different Canadian bank. What are your thoughts on the matter ? And if you concur which bank { I already own BNS } would you suggest if you agree ?
Read Answer Asked by Garth on January 16, 2020
Q: Hi Team
What are your top picks for 5G technology stocks

Thanks Mike B
Read Answer Asked by Mike on January 16, 2020
Q: I would like to sell subject 4 companies, unless your advice is to hold because of much near term growth potential.
Please suggest 5 each U.S. and Canadian companies that you consider offering the
' best ' growth, short and medium term, with no consideration of industry.
Thanks
Klaus
Read Answer Asked by Klaus on January 16, 2020
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