Investment Q&A

Q: I am underwater on NLN and CVX, would you hold or sell?

Q: In the process of cleaning up the losers in my high risk portfolio. Could you please rank out of the above list which ones you would let go first?

Q: Now that there are 11 sectors in the Toronto TSX what would be your Sector allocations for a Conservative dividend and some growth oriented 45 year old investor.
Thank you.... Paul K.

Q: interested in your view re tax loss purchase season regards alogoma central and vecima

Q: Hi,

Why is MRE trading at only 5 or 6 times earnings, a lot lower than
MG and LNR (Which, themselves, are reasonably valued).

If MRE a higher risk/reward buy than MG or LNR?

Thanks,
IF

Q: Dollarama has had amazing run. Now seems to be hanging around the 95-102 range. Do you see more upswing or has it reached its potential for now.

Q: Peter and Ryan, appreciate all that you do both with this service and with your blogs and bnn segments.

My question/comment is valuation based. I began investing a few years ago and was taught/told and preached how important valuation plays as a factor in stock picking. A few years later said value/cheap stocks I got in generally underperformed while all the higher valued companies continue to appreciate. Just this past summer I held off on such stocks with strong fundamentals such as BIP.UN, CSU, NVDA, RBA and MTY because of "expensive" valuations only to continue to watch them go higher as I've seen this story play out time and time again since I began investing. So now I concentrate on fundamentals and technicals for confirmation and not so much valuations. I know you guys don't mind paying up for quality and growth generally so just wanting your thoughts and comments on the matter. Thanks.

Q: Comment on the odd lot fill for a board lot order: the same thing happened to me on a thinly traded US stock and I protested enough that the broker offered to charge just one commission instead of multiple to fill the order. One more reason to trade just US very liquid stocks and TSX stocks where this isn't a problem.

Q: On October 24th you posted an article by Michael titled Looking for Profits During Tax-Loss Season. In the article thete is a list of companies and it sets out their percentage decline this year and their expected growth the next year. What are the top 5 companies in this list you would recommend based on fundamentals that are currently valued attractively that will grow in 2017?

Q: I have a $700,000 portfolio 50/50 including a mix of ETF's and stocks - blue chip value /dividend. I also have $60,000 in a GIC ladder with Oaken many at 2.5%-2.75% in TFSA accounts. There is $200,000 in a cash account, $50,000 with Oaken at 1.75%. I am 70.
I am expecting an inheritance of $300,000. Should I put this in more GIC's with Home Bank and Oaken or start a new series with your Income Portfolio or is there another suggestion?

Q: My wife wants me to buy a marijuana prod. co. which I am not in favour of; however, if I were to buy one for her, which one might it be?

Q: Hi 5I team, your 3 picks in the material sector and why ? Thanks always.

Q: Hi Peter,My guess on RNW which I have owned since inception is that it will eventually be part of bep.un they already own a substantial position.all so if 5i followed EIF what letter grade rating would you give this co.I took a full position in eif the day after TD downgraded it.
Kind Regards
Stan

Q: My only tech holding at present is OTC. I would like to add a second tech stock. Which of CSU, GIB.A, KXS would you prefer as a complement at this time? Thank you, Barrie

Q: Please rank these four stocks in order of preference for buying today. Thank you, Barrie

Q: Looking forward to seeing Ryan on Market Call @ 10am PT.so have cancelled my previous appointment

Q: Hello 5i team,
Is there an overlap between the two? I already own MSI
Thanks,
Antoine

Q: I appreciate that the key driver for Potash stock performance is pricing. Having said that, Potash owns ~ 1/3 of Sociedad Quimica Y Minera in Chile. In addition to potash, SQM produces lithium, described by some as the "gasoline of the future" for its use in making batteries. Does 5i feel SQM's lithium potential is under-represented in Potash's stock price, or is it insignificant in the total picture for the company?

Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.

Q: EFX is going up nicely! Is it too late to Buy? Thanks, Austin