Investment Q&A

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: Hi, would you add to The Stars Group and Magna Intl. with their recent declines, thanks?

Q: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,

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: 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: Good day guys!
Question on weighting in different sector:
I am currently over weight on energy 17% (VET, ENB, ZCL,EFX,PKI,VII) and underweight on industry 4% (on has NFI), if I want to trim it, which stock would you recommend to sale in energy and add in industry? Thanks!

Q: Please rate the above companies in order of preference.
Thanks.
Desiree

Q: I hold MAXR and show somewhat large losses on the holding. I bought before it changed its name from McDonald D.W. I now do not recall why I even bought it. Was it on one of the model portfolios in 2017? Until 2016-17 I had only US stocks. A US premium letter I subscribe to (New Constructs, who often use robo analytics) just listed MAXR as a stock that one may short--I don't short stocks. New Constructs put MAXR in their “Dangerous Model portfolio” in which they name stocks worth shorting. What do you advise? MAXR is however finally beginning to show some positive movement. Is that slow price climb up sustainable ? What are MAXR’s prospects and is it worth keeping? If you advise sell, what would you replace it with?

Q: I notice that MG is doing much better than LNR right now.
Would you choose LNR for growth over MG or is there to much uncertainty with the US trade situation to consider either.
Thanks for the great service

Q: A lot of banter back and forth and possibly a trade war that could even go Global if it happens .
Can you give me a list of stocks that could be hit the hardest if this happens?

Q: Your opinion please. Is it dependent on NAFTA ?

Q: I need to further reduce the number of stocks I have in my portfolio. Which one of the above would you suggest I keep. Thanks. Ernie

Q: What do you see as a potential upside for Magna in the next year or two ??
Thanks Jim

Q: All else being equal, which of these two stocks would you recommend, Magna or WSP Global, thanks?

Q: Hi there,

For a balanced investor with a growth tilt and a longterm hold - how would you rank the following 6 stocks from best to worst?

Thanks for your great service!

Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.

Q: Would you consider buying one or both of the above for capital gains over the next 6 mths. Any other suggestions for same objective. This would be in a TFSA.

Q: I am light in consumer cyclicals and am following the balanced equity portfolio. I own a full position of MRE ( so haven't bought any MG). I have a slight aversion to buying companies that dont pay any dividends so am hesitant to jump on TOY or GC. Any good buying opportunities in the consumer cyclical space ( 5 year hold) as alternatives to TOY and GC?

Q: I ported my Canadian holding of magna shares to the US side of my account. So now my MG shares are in US dollars.

Do I still get the CDN dividend tax credit?

Jean

Q: Given the highly cyclical nature of these two stocks, is it time to move on. With car sales slowing in canada and the us, how long does it take to start impacting these two?

Cheers