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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: Hi 5i: I bought MG and MRE about 6 months ago. MG is now down a little and MRE is up over 30%. I know that both have interests in Europe, and that MRE went through a rough patch with management issues, as well as some plant problems, both now behind them. Does this explain the recent difference, or is there some other explanation? The news on the auto parts sector is not particularly rosy, and I've been thinking about a switch to some other sector. What do you think? Sell both, sell one (which one?) or just hold tight? I'd appreciate your advice.
Read Answer Asked by Roland on June 28, 2017
Q: Hi team:
I do not want to invest out side Canada more then what I already have.I would like to invest in Canadian companies that have much of their income in other countries mostly Europe and developing markets.Could you provide a longish list of possible good investments with the above in mind. It would help if the were safe and had a div. Please include ETF'S if you like.
many thanks
Yossi
Read Answer Asked by JOSEPH on June 26, 2017
Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim
Read Answer Asked by jim on June 26, 2017
Q: Hi I want to increase my position in Consumer Stocks by about $40,000 to be balanced and defensive plus receive some dividend income, currently hold Conagra ($20K); Lamb Weston ($8K);Magna ($18K); Mondelez $18K);Rogers Sugar ($21K); and Saputo ($25K).
Are there some better choices out there I can buy, your ideas appreciated, thanks!
Read Answer Asked by Kim on June 21, 2017
Q: All of these companies had large drops in value today(Friday)on large volumes. CSU down 1.5% and ECI down 2.5% on very large volume at the day's end. Can you explain this end of day activity? Is it a buying opportunity?
Perhaps a separate question, both LNR and MG took big hits today (Friday), both on large volumes - any ideas as to what caused this? Buying opportunity?
Read Answer Asked by David on June 19, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my INDUSTRIAL SECTOR. Would you add, swap or remove any of them? Thank you and great job.
Read Answer Asked by Terry on May 12, 2017
Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

Read Answer Asked by JR on May 11, 2017
Q: Hello 5i team,
In response to a fellow member question regarding MG and XTC, you seem to have classified them in the Industrials sector. I had my holdings in MG and LNR as Consumer Discretionary Cyclicals; even though they fit in both sectors, where would you place them?
Happy Easter
Antoine
Read Answer Asked by Antoine on April 17, 2017
Q: Hi. Since joining your service I have slowly sold my mutual funds and built up the portfolio listed. I have an equal percentage of these listed except M at 16% AVO at 1.6% and SGY at .6 %. I have a mutual fund left at 6% that I would like to sell. For a balanced portfolio today what would you recommend I purchase? 3 - 5 year timeframe. Please deduct appropriate credits for the long question. Thanks.
Read Answer Asked by John on March 15, 2017
Q: Hi 5i team, just read your recent report on XTC. How can you explain the higher multiples for XTC versus the three others: growth is currently favored by the market over size, value and more diversification? What would you expect the stabilized P/E to be over the long run for them? Higher and lower for which of these? Thank you, Eric
Read Answer Asked by Eric on March 10, 2017
Q: Good Morning I was listening to the Linamar conference call and the results are very impressive, in fact, the dividend was increased by 20%. The share price dropped over 2% this morning which is surprising. May I have your impressions?
Would MG (PE 7.4) or XCO (PE 10) be more advantageous vs LNR (PE 7.5)?
Thank you
Marty
Read Answer Asked by Martin on March 09, 2017
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