Investment Q&A

Q: Now that the metal tariffs are off, do you see Russel Metals doing better over the next year? Thanks.

Q: HI,

I sold both both position I had in those two company last August. I am considering buying back in. Love the management and dividend. Would you wait for a pul buy or get in half position now.

Thanks

Q: Please comment on the recent quarter and the prospects for 2019 for VNR and RUS.
Regards,
Rob

Q: Hi 5i, Please comment on Russel Metals recent quarter. Initially the market seemed to like things but stock fell quite a bit Friday afternoon and again today(Mon.).
Nice dividend, strong results, cheap stock, good management, is it the tariffs, the cyclicality or something else.
Thanks for your great work.
Rob

Q: You don't talk a lot about RUS. It trades at a p/e of 7.2X. very cheap. I know the chart trend is not to good now. Is it worth an investment now or wait a little bit longer? Does 5i recommend or not this stock? Give me your reason why .

Thanks

Q: Could I get your views on RUS over the next year or so. Do you see any movement here or is it simply a good dividend payer?

Q: I'm adjusting the industrial portion of my portfolio and am thinking of selling both Finning and Russel Metals and harvesting some profits. They are both still attractive from a dividend perspective but a likely economic slowdown lowers their future capital appreciation potential. What is your opinion on retaining either of these stocks versus selling and buying something with more potential like NFI, SIS or TFII? Thanks.

Q: What do you see at the risks to Russel Metals? The company tends to ride the market up and down. Do you see this changing? Do you see risk to their dividend?

Q: Could you share your analysis on Russel Metals results and your outlook on the company as a long term hold?

Q: Hi All,
Looking to round out my fix income side with a high yield bond expiring in 2020, which of the above would be the safer bet.
Thanks
Anthony

Q: Hi 5i,

Could you provide 3 stocks the you both like and would stand to benefit from lower metal prices?

Thank you!
Dave

Q: With trade tariffs and uncertainty in the markets what Is the wise move with russel metals, hold or sell? I have a large position so would not be interested in buying more. I hold it in my RRSP for the yield. If you suggest a sell what could replace it considering I also hold BCE, BMO, HR.UN, NVU.UN as well as 4 small caps for growth but no dividends.
Lou

Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy

Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.

Q: Trimming the herd to pay off the mortgage. Any compelling reason not to sell the above names. I have a few others on the maybe trim list if you make a compelling case to keep any of the above. Balanced growth follower.

I am heavy financial ( thus ditching rbc and mfc), wjx is one of my dogs ( offsets some of my gain on financials) and rus- tpk -wpm have gone sideways so no gain-loss on them. Gets me out pretty cap gain neutral and cleans out a bit of dead weight not in your balanced portfolio

Q: Will the tariffs have a negative impact on Russel Metals?

Q: I hold in my RIFF account shares of Russel Steel - should I hold or sell?
Thanks for your reply. Hanna

Q: Hi Peter & Ryan,

I have shares of Russel Metal since 2003. It is a very well run company with a good management and pay a good dividend as you know.

Do you see them being taken out one day?

Thanks,

Do you see
Thanks,

Q: Buying a new car and need to sell one of the following for the cash. Please list in order you would sell based on outlook for each in the next 12 month with brief explanation for each ranking. Also dumps a stock not in your balanced equity portfolio.

Q: I am thinking of adding these stocks to some of my accounts please rate from best to worst and comment if you disagree with any choice. Thanks Don