Investment Q&A

Q: I am planning to realize losses on the above companies to offset capital gains with a plan to repurchase after 30 days. In order to maintain sector exposure in the intervening period I would like identify proxies for each holding. My thinking is as follows:

TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG

Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.

Q: Is this a good time to buy wef ?

Q: I have significant losses on above names in my TFSA (Loss, Allocation, My Avg Price):
TSGI -49.20% , 7.10% , $49.48
WCP -47.83% , 1.70%, $. 8.70
WEF - 30.85% , 2.3 % , $. 2.62
NFI. -30.30% , 2.8 % , $. 51.81
PBH. -28.23% , 5.0% , $11.46
Other names in TFSA well diversified based on 5i Balanced portfolio with losses under 10% and some with gains.
Would you recommend buy to average down or any other changes.

Thanks in advance for your valuable advice

Q: Hi, I am looking for 2-3 stocks which have recently come down, but have strong revenue projection, low debt, and good track record.
I am not looking for Oil & Gas, Pipelines, or Utilities.
Please let me know if CGX, SIS, WEF, QTRH, NFI meet that criteria. If yes, how would you rate these.
If not, please suggest few other names.
Thanks for your help.

Q: Would you be inclined to average down on any or all of these given their current price? Thanx Robbie

Q: Hello 5i,

Thank you for the great work and your valued perspective through this volatility. How would you rank stocks within the Forestry sector today for an investor with a 3-5+ year hold?

The sector is looking interesting to me based on the present weakness in U.S. housing. WEF is up significantly today and your perspective on long-term opportunities in the sector is greatly appreciated. Thank you.

G

Q: I am down on Freshii, looking to switch to either Western or Bellatrix. What are your current thought on these companies at this time and potential?

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?

Thanks.

Q: Help me understand WEF please. Seems like they have mo debt, although Morningstar shows approx. $230M of “other liabilities” on their balance sheet. What could those be?
Morningstar states they earned about $80M TTM. True?
Why does the stock trade as if it could go out of business any time? Is the industry that fragile?
I note the stock was under 20 cents in 2008-9 crash. Can this happen again given their low debt?

Thanks
John

Q: What is your feeling on their recently announced quarter? I believe you have advised that investors need to be patient on this one and continue to clip the coupon. Still your thesis?

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)?

Q: Which of the above would buy today for a long-term hold in a growth-oriented portfolio?

Q: Forest Stocks.. Why the bounce in the last few days RAK

Q: As a big time fan of the site (just renewed my subscription) I have a convoluted question to ask.

Based on the advice that is promulgated from 5i, I have purchased the stocks from the balanced portfolio, amongst a few others from the growth folio. With regard to the stocks that I have listed, I took 5i’s advice and purchased piecemeal and as a result my average cost is lower than 5i initial purchase price. No complaint there. The question however that becomes inevitable, is, should there be a recommendation to sell, such as say, CLS, based on a $19 buy in recommendation at 5i as opposed to my 16 Ave cost, wilI the logic still hold? The same applies to the other stocks that I hold.

As a follow up, I note that the monthly portfolio data provides the current price and inception price. Can you explain why you do not adjust the cost price to reflect additional purchases after the initial purchase price, such as wef or wcp?

Thanks in advance, I recommend that anyone who subscribes to the service to renew! It’s a no brainer. And that’s after the October haircut!

Q: with your experience do you see good . dividend and stock appreciation potential here ?thanks

Q: I sold both WEF and TSGI for tax losses. I can get back into them Oct.31. They've both been going straight down and I'm thinking they may go lower because of others doing tax loss selling. Do you still think they're worth getting back into and would the end of December be a better time to buy them?

Q: Hi 5i Team
I'm looking for an income stock to hold long term. Please rank these companies in order based on today's prices. Thanks for great service.

Q: What is happening with WEF?

Fundamentals look good, price action not so much!

Thank you,
Matt

Q: Have WEF and CSH stabilized now? I'm looking to add to a diverse income portfolio.

Q: Should I switch from ADN to WEF? Which is a better long term hold for growth and dividend stability?