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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: Hi 5i

What are your views on these 7 holdings in 2019?
Hold, Sell?
Appreciate it
Read Answer Asked by Matt on January 21, 2019
Q: My materials sector(RRSP,TFSA) has CCL.B at 5% and MX at 2%. I am considering taking profit from CCL.B(approx. 1.5%) at this time and moving it to MX but acknowledge that I would not be trimming sector allocation to 5%. What would your recommendations be for both the short term and long term?
Read Answer Asked by Elizabeth on January 21, 2019
Q: I just noticed from reading the question of a subscriber that you have sold SPB in your portfolio. I have not received any notification with respect to this although in the past I was receiving regularly updates with respect to your portfolio adjustments.
Can you please add me to your list so that I can receive regular updates?
Can you also provide some rationale as to why you sold SPB?
Thanks
Read Answer Asked by Terry on January 18, 2019
Q: I have a question. I hold AGT in my TSFA at a price of $31.50/share. My question is how is it legal for the management to be involved in buying out the shares of the company at $18.00 [much lower than when most of us bought in] when they are the ones who were in charge?
I could see a takeover by a group who thinks the shares are undervalued, but how can management be involved? They could have drove down the price through management decisions so they could buy it at a ‘sale’ price and take it private. That’s what it looks like to me.
I am surprised I haven’t heard of a class action lawsuit about this.
Read Answer Asked by Doug on January 16, 2019
Q: Given your recommendationed percentages for sector allocation could you tell me which stocks in your balanced portfolio are utility stocks and telecom stocks and if there are none in your balanced portfolio which would be a buy at this time?
Read Answer Asked by Shelley on January 16, 2019
Q: Given the uncertainties of the USA policies affecting China, North American tariffs, the shut down, etc., I am looking ahead as to how the Dem Congress, the GOP Senate and White House will be able to ratify the USCMA trade accord in 2019. Then too, Canada and the new Mexican government must ratify the trade terms. Would you share your thoughts on defensive sectors? I am a prudent investor. Thank you …. Martin
Read Answer Asked by Martin on January 15, 2019
Q: Hello 5I,
Last summer Peter wrote an article about 5 possible takeover candidates in the Financial Post. Wouls you still consider them potential takeover candidates today and have the rational / $ matrix changed for each of them?
Thank you very much!
Read Answer Asked by Francois on January 14, 2019
Q: In order to re-balance my portfolio, I need to sell one or more of the following companies:
BEP.un (full position)
CSH.un (full position)
SLF (full position)
NWH.un (full position)
SIS (half position)
CWW (half position)
CSU (half position)
KXS (half position)
Which one(s) would you suggest I sell?
Read Answer Asked by Jonathan on January 08, 2019
Q: Good Morning and Happy New Year: I have funds to add to, or start new position in, one of the above companies (I already own a couple of them). If all other factors are not considered, which of these would you recommend with a comment as to why. Also, how would you rate the four mentioned. Thanks, Don
Read Answer Asked by Donald on January 07, 2019
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