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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: These three companies are a part of balanced equity model portfolio as of last report. All three are down somewhere in the range of 15-20% since April 30. Do you still like/recommend them (i.e. are they still a "buy") or there is a change in your views and you are going to dump them and replace in BE portfolio?
Read Answer Asked by Jeff on May 23, 2019
Q: WEF has been in losing ground for a year, and seems to have been range-bound for the four years previous. Do you think that yet more bad news on duties is already priced-in, or could things get quite a bit worse from here? Interestingly, Tier 2 data shows a disproportion of bids (vs asks) close-by the trading price; I would have thought this implied buyer confidence in future prospects - yet the price is not being supported.
Read Answer Asked by John on May 13, 2019
Q: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.
Read Answer Asked by Lee on May 08, 2019
Q: Given that the sector is out of favour at the moment, I wonder if you could give me the names of the 3 or 4 Canadian forest products companies that you like best overall considering balance sheet, income stability and dividend. I'm prepared to wait a while for a recovery but there seem to be some decently priced companies in the sector at the moment. Finally, do you think that it's advisable to invest in this sector at the present time if one has the patience to wait for recovery? Many thanks. Don
Read Answer Asked by Donald on April 29, 2019
Q: CLIQ( 2.0%) NFI(2.2%) TCL.A(2.4%) WEF(2.7%) I am in a loss position in these 4 stocks and have some cash and wondered if I should top all of these stocks to a 3% weight ? All of these stock are held in a RRSP account and have 20 years before retirement.
Thanks
Read Answer Asked on March 27, 2019
Q: I realize that the performance of the forest products sector (WFT, etc.) will largely track the commodity price of softwood lumber. Prices of SW lumber averaged well over $500 (USD/MBF) one year ago and yet remain below $400 today. If seasonality were a factor, we should be back where we were a year ago - but we are not. Do you have any insight into why the price of lumber (and correspondingly why the entire forest products sector) continues to be so depressed. Thanks for your thoughts on this.
Read Answer Asked by Gordon on March 21, 2019
Q: looks like forestry shares are dead money for the foreseeable future? presently I hold significant amount in WEF . Unlike the other forestry companies listed it pays a good dividend / heavy into Cedar business so not so exposed to US housing. Should I hold or sell
Read Answer Asked by Terence on February 20, 2019
Q: Cheers. I’ve noticed that Lumber futures have had a nice climb since the New Year. Do your sources confirm this? If so what companies (1 or 2) would stand to profit the most from this rise?
Thanks for your assistance
Read Answer Asked by Terry on January 30, 2019
Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?
Read Answer Asked by David on January 28, 2019
Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
Q: About a month ago, I sold these equities, with the only reason being to take a tax loss against gains I took earlier in the year. This has left me with some liquidity. What do you recommend regarding re-purchasing these companies, or waiting for a more stable or upward momentum. Generally, my portfolio follows your balanced equity portfolio.
Grazi,
c
Read Answer Asked by Claus on January 02, 2019
Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted
Read Answer Asked by Ted on December 10, 2018
Q: Gentlemen Good Morning,
My mat'l sector is 3.3% (MX 2.3% & FNV 1%)
I want add 1.7% to the sector.
5IR can suggest one or two names (Ca or US)
For long term, no need income, solid undervalued name.
Thanks
Best Regards
Read Answer Asked by Djamel on December 10, 2018
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