Investment Q&A

Q: I am getting beat up by the above companies --all down 20 to 27%.
I am not comfortable with these kind of losses--usually bail out around 10%
Which proves to be a mistake sometimes.
What is your reccomendation SELLor HOLD and for how long if you are suggesting I hold.
Thanks
Peter

Q: I have no holdings in North American lumber industries. What are your feelings on this industry for the mid to long term and are there any particular stocks that you would consider buying today. Or perhaps an etf instead?

Q: what is up with WEF 2 5% drop in a row. I dont own it yet....good time to buy or hold off a bit for the bottom? I own SJ haven't sold it yet....time to sell SJ and buy wef?

Tom

Q: Hi group what the heck is going on with WEF (and the rest of lumber stock ) - its way off its highs and continues to drop ? Seems its dropping more than the others in the sector Thanks

Q: Good morning Peter, Ryan and associates. With news of the latest hurricanes - which stocks are best to be in during these times
Thank you Always appreciate your time

Q: Regarding the above companies, do you see any short term catalysts or is a modicum patience required? I know I Just answered the question.

I deployed my available cash on the dips and am hopeful of a return back to the prices before the dips.

While I know averaging down is not the smartest strategy, it was too hard to resist.

I took a chance on ATD on the dip and it went well. Now I think I am brilliant. Will one ever learn not to try and outguess the market?

Thanks for the sage advise over the last two years!

I eagerly await the new selections for the growth portfolio!

Finall, my wife has just retired and has a LIRA setup. The Company that is handling it scrapes off approximately $600 a month to administer it. She is not drawing on it until we are both retired. I would like to invest it based on the recommendations from 5i. We have a 5 year timeline until I am retired with a DB pension. Do you recommend the income portfolio, or a blend of all three folio’s, or to remain in the global balanced fund paying fees?

Beat Regards,

KC

Q: A wildfire does not "burn" all trees, they will be cut no matter how they will sale, probably adding pressure to prices. I think we have seen this scenario with the beetles a few years ago.
I am right?
CDJ

Q: I purchased a 1/2 position in WEF a month ago, and I am now down 10%. I haven't seen any reports from any of the forestry sectors, about how the wild fires have affected production. Have there been any?

Thank you so much, Susan

Q: Hello,

I have held WEF for sometime and am up nicely despite decline. I have room to add to my position without compromising balance and wonder if you like it hear? It seems to be under performing WFT, IFP, CFP ...any explanation as to why?

Thanks!

Q: Hi 5i - I dont have much exposure to materials in my portfolio. Should I add to my 2% position in WEF or is there another stock you prefer at the moment? Thanks, Neil

Q: Hey guys, really enjoyed Peter on BNN the other day. Loved the bit about CEOs being psychopaths, that was hilarious! Always nice to see a bit of light hearted humor these days.
Anyways, I bought into TSGI and WEF in the last couple of months. Unfortunately they've gone straight down! They're both down around 12% from where I bought them. I'm not a short term guy but I'm just curious if you still think that they have a good long term view. Thanks for all your great advice over the years.

Q: Hi Peter,
I am considering taking a small position in wef and zcl. Recently, both stocks have been in a downward trend. Would this be a good time to start acquiring these stocks or should I wait?
Looking forward to hearing your opinion.
Jane

Q: Re OSB announcing a "dividend of $4.5/share to shareholders of record Sept 1"
....I can't tell whether that is meant to be an ANNUAL or ONE TIME dividend?
.. Are you able to clarify?
Also, could you please comment on the listed stocks...which do you hold most favourable and why, also the suitability of purchase of any of these NOW
Thank-you

Q: Hello,

Current portfolio is well balanced. Two sectors that are eligible for tops ups are materials and consumer discretionary. If you had to pick between wef and cliq for a long term hold, which would you choose to buy first?

Regards,

Robert

Q: What companies you would consider as value in your balanced model portfolio ?

Q: good day...would owning wef, wft and cfp for a 3% portfolio position make sense with the diversification and geographic difference ...thanks...Gene

Q: Focus: Forestry Sector. No tax implications. One position: IFP.
5i compared/ranked:
- 2018-05-21: CFP vs WEF (Tim)
- 2018-02-05: WFT, CFP, OSB, IFP, WEF, CAS (Victor)
Today, in terms of overall 3-5 year total return including dividends, with some growth, please rank referenced stocks, with basic reasoning.

As usual, thank you for continued wise advice.

Q: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.

Q: I try to keep my portfolio close to your balanced portfolio. In this mix what would you replace SJ with?
ATD.B - BCE - BNS - BYD.UN - CCL.B - CNR - CSU - DOL - GC - GSY - KXS - MG - MX - NFI - PBH - PHO - PPL - SHOP - SIS - SJ - TD - TSGI - TOY - WSP

Q: I am currently light in Healthcare & Materials. Companies that I currently hold are COV, CSH.UN, GUD, CCL.B, MX & WEF. Can you suggest three stocks in each sector that I could add?

Thanks, Dave