Q: What would be your choice between WEF and OSB currently? Looking for sector exposure and think the valuations are attractive after the recent sell off. Will either or both face tax loss selling pressure?
Q: It seems Cdn/US markets have reached a very high valuation for many stocks/sectors and investors are trying to find a reason (minor earnings miss etc) to get out of the market and build some cash positions. Interest rates will still go up and it will add more pressure along with all other uncertain factors which would lead to more panic selling and high volatility in the markets. Worst case scenario the markets will collapse considering the 10 year bull market run and tightening liquidity, lower stock buyback etc. Keeping this theory in mind is it a good idea for small investors like some of us 5i subscribers to build at least 30% cash and stay invested in defensive sector stocks like Utilities, REIT, FInancials and Staples instead of buying on dips in Tech, cons disc, Industrials sectors. Last few days many solid companies in 5i portfolios in Industrials, CYcylical sectors have sold off due to minor earnings miss. We can re-deploy the cash once the interest rates stop increasing and the market buy signals are positive in 2019. Would like to get your opinion and recommendation on this thought assuming smart money has started getting defensive and getting ready for next fall/recession.
Q: Dear 5i
If you had 6 months before you were planning on retiring and considering the volatility in the markets, what percentage of fixed income vs equity would you have in place in your portfolio ?
Thanks
Bill C
Q: I know it is has not been one of your favorite companies, but what are your thoughts on it's Q3 results and outlook? Is this a good point to average down? Thanks.
wondering if i could get your comments on the earnings reported by the noted companies. deduct necessary credits for question on multiple companies if needed. thanks.
Q: Hi Peter/Ryan
I am in the dog house on listed stocks in my registered accounts (RRSP/TFSA/RESP). For TOY and TSGI , I will wait for your review in Q&A section. As part of cleaning up portfolio would you keep these or if not then replace with which stocks? Money requirement and risk is not an issue.
Q: PHO really missed the boat. Have a small position. Is it best to move on, hold or buy a bit more on the downturn. As I watch the questions pass by, I sense there are many big misses -- RHT, TSGI, NFI and quite a few more. Are you doing something different in your analysis that might account for this? Sorry for being a bit negative but some of the shine might be coming off.
Q: I am presently in 70% cash and wanting to rebuild my portfolio--with the emphasis on --dividends ---blue chips and diversity.
Could you please suggest 3 stocks in each of the 11 sectors that would fit
these requirements.
Thanks for all your suggestions over the years
Peter
Q: Very recently some lumber companies have had major moves in their share prices, despite the slump in US housing construction. This is probably caused by a rise in lumber prices. True? And why are lumber prices up (apart from supply problems in BC)?