Investment Q&A

Q: in my portfolio I hold WFT and CFP would you recommend changing to your pick of WEF or leave as be....Gene

Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you

Q: Hello- CAS has been taking a beating- will the new tariffs affect it? Is there a better company to invest in in the sector given the present trade issues?What will happen to the paper and packaging industry with trade war?

Thanks

Q: I know you folks remain generally positive regarding the markets but assuming NAFTA does get killed, what stocks in the Income and Balanced Portfolios are at the greatest risk. Thanks as always.

Q: With MX and CCL already owned in a materials allocation, and having just sold Stella Jones, would you add TECK or WEF? Thank-you.

Q: Follow balanced equity portfolio and rebalancing. I do not have the 6 companies above. Please rank them in the order I should add. Any I should wait on to purchase for a price adjustment?
T as always Steve

Q: Peter and Team:

I am a long term investor and understand your thoughts on market timing and political influences.
Having said that, which companies in your balanced portfolio stand the most to loose if we get into a protracted trade dispute with Donald and his gang.

Thanks

Phil

Q: Hi Group any idea why WEF is down so much today (its off double the % that West Fraser / other lumber stock) The sector appears to be slipping downwards??

Q: I have a small position in CFP. I am thinking of adding to this position. The alternative is to initiate a position in WEF. Please compare the two companies both from a balance sheet aspect and from a future growth prospective.

Thanks, Tim.

Q: Hello 5i team,
In response to a member's question regarding the number of holdings in the BE portfolio, you mentioned that your were hoping to reduce it from 27 to 25...hopefully via possible takeovers; which 2 did you have in mind?
Thanks,
Antoine

Q: Thanks for your answer on KPT, would you suggest some companies in the same sector ?
Appreciate your services.
Tak

Q: Which of the listed companies do you reckon has the best prospects for a 1-year hold from current levels? How about for a 10-year hold?

Q: Hi - I have gains on WFT within a TFSA. I am thinking about selling WFT and buying WEF as WFT has outperformed WEF over the past year. Thoughts?

thanks
Mike

Q: Full position in forestry sector to invest which would you select SJ or WEF. Both have had good years and seem to be pulling back. I know you guys tend to avoid market timing but I need to ask if you have a good entry point price for each. I loosely follow your balanced growth portfolio ( lean towards SJ) but am not against a bit more growth with WEF. Balanced equity transitioning from a more growth portfolio 3-5 year outlook, high risk tolerance.

Q: What would your choice be for medium term growth between these two sets? Would you swap out SJ for WEF?
Thanks

Q: I follow your balanced equity portfolio. Do not own RHT, WEF, Teck.b and CAE. Please rank in order of how I should purchase.
T as always STEPHEN

Q: I own NTR as a commodities play on the possibility of a weaker US dollar (among other reasons). I also follow BE. Your recent portfolio changes suggest a move from NTR to WEF might make sense for me. I have no particular love for NTR (and agree about dragging their feet on the dividend), and always like to reduce my non-BE holdings where appropriate. I regret not selling NTR at 65, but investing is about future prices, not past. My question for you is do you think near term total return will be better with WEF or NTR? I would appreciate some analysis as to why, and if you don't like to make near-term predictions please provide your thoughts on a switch from NTR to WEF. I know they are in different spaces but they would I think fill a similar role in a portfolio--non-metals, non-energy commodity exposure. I would appreciate your views. Thanks!

Q: I'm wondering if you like the idea of investing in Cdn forest companies in view of tariffs and NAFTA negotiations. Are there any which have become attractive with the recent pullbacks?

Q: I'm interested in taking a position in the forestry sector as this high flying sector is seemingly under the radar. Of the following main stocks in forestry: WEF, CFP, CAS, IFP WFT, OSB, kindly rank them in the order of which ones should have the highest growth potential in the next year or so. Thanks.

Q: With lumber prices spiking, do you have a favorite company that will gain from this price improvement

Thanks as always for the great service

Mark