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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: Dear 5i
Which of the following stocks would you add to vs hold/sell ; ALGN ,GRUB , HD , and GSY .
Thanks
Bill C
Read Answer Asked by Bill on November 01, 2018
Q: I, like everyone else has been getting hit with the recent market volatility. 5% loss to my balanced portfolio. What would you say to someone who only has 3-5 years until retirement. I have been leaning towards growth but perhaps should I look for more income stocks with the downturn in order to transition into income 3-5 years.

Thanks
Read Answer Asked by Craig on October 30, 2018
Q: Any preference from a value perspective on any of the Brookfield family of companies? Any you think have a more favorable outlook and price?
Read Answer Asked by John on October 29, 2018
Q: As a result of the recent decline in the North American equity markets I would appreciate you advise the current % weighting of the various sectors of the TSE, S &P 500 and Your recommended % weighting of those sectors.
In regards to your recommended weighting of the energy sector what portion would you suggest should be in the energy producers and what portion in the energy infrastructure companies i.e Enb, Key, PPL
Thank you
Read Answer Asked by Terry on October 29, 2018
Q: I am looking to add up to 10 new positions to my TFSA with a 15+ year outlook. Would you recommend any alternate companies to consider or replace from the ones I mentioned above?

Thank you
Dave
Read Answer Asked by Dave on October 29, 2018
Q: mine is a margin growth portfolio.yet i would liketo add judicously starting with div stocks

one add to one of the following TD , BNS, BA AND JP
Two add to ENB I own or Bell new
three add to nvda or pho
four addto SQ /TOY/ FB
FIVE ADD TO TSGI OR GC
six Magna..
Read Answer Asked by thambirajah on October 29, 2018
Q: 2 questions
west fraser and norbord, do not own, totally beaten down, would you take a position and is this beat down justified.
yangarra and tamarack, have small position in both, my main oil holding being parex as you suggest.with tax loss selling should i let tamarack and yangarra go,, and revisit in january, i know i am giving them away,but these 2 could go a lot lower. dave
Read Answer Asked by david on October 25, 2018
Q: Good morning: I have owned BAD (in a Riff) for many years and have gained about 50,000. on it.. But since the short attack nothing is happening.. Question: What would you replace it with. I'm thinking about ATA. Please advise and also give me other suggestions. Thanks. Ernie
Read Answer Asked by Ernie on October 24, 2018
Q: I am a retired, conservative, dividend income investor and have 1/2 to 2/3 positions in each of these securities. I trim-add to my stocks when my asset allocation needs adjusting (recently topped up BCE, BNS). I am considering topping up these 4 stocks, but am fully aware that Tax Loss Selling Season will soon be in full swing. Having said that, all 4 of these stocks have already been beaten up a fair bit.

I know you are NOT a market timer, but does your crystal ball foresee further downside as we work our way through the next 2 months of Tax Loss Selling? Using TCL as an example, you just added 1% to your position. I am sure you must have had quite an internal 5iR discussion about "when" to add that position vs. your 10% cash position at that time and the need to deploy some of it. OR...is it as simple as...this stock has been beaten up so much, it has excellent value now, we know we can't time the bottom, so let's just buy it now?

Thanks...Steve
Read Answer Asked by Stephen on October 23, 2018
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