Q: Hello 5i team,
I appreciate your response to my question regarding "what to do in view of an impending recession".
Less equity and more fixed income would indeed make sense. I suppose that I could start with the holdings in the Income portfolio; but, of the balanced equity portfolio, which would you consider as "aggressive" and which would you consider as "more defensive".
Thanks,
Antoine
Q: I realize that AIF stock price has risen about 16% in the last 12 months but since early Jan of this year it’s been on a continuing decline. Can’t find any reason - maybe large shopping malls suddenly out of favour? Or is it sector rotation? What is your thinking on this stock?
Q: Pardon me for my second questions of the day. I own a good amount of material stocks including methanex. Which of these stocks would you foresee the most growth for, 2-3 years out. Thanks
Q: In May 2017, you recommended the following stocks for a long term RESP:
BNS, KXS, MX, SIS, PBH and ZCL. With the recent earnings report from ZCL, would you remove it and substitute with another investment? Thanks!
Q: Hello 5i team, My wife and I, retirees, hold a fairly conservative portfolio, including the listed stocks above in our TFSA's. Our overall asset mix is 5/45/50 cash/fixed income/equities. If (in view of the buoyant markets) we chose to increase our cash position, which 1 or 2 of the listed stocks would you suggest we sell? Thank you.
Edward
Q: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:
Q: Just comments.AIF-basing on better than expected Q2 revenue & eps,3 firms(TD,CF & RY) raised target price to $36 & upgraded stock.Reportedly best one day performance since 8/15 PKI-RY & BNS downgraded target price to $31 & $33.75 CGX-6 out of 7 firms downgraded to $46-$52.1st time in the last 3 years that Ellis Jacob is not that upbeat in interview on BNN after release of results. In this strong earnings season,strong results will be handsomely rewarded(eg AIF,SHOP,TOY),& vice versa.
Q: ZCL.Management attributed last poor Q to poor weather & confirmed initial targets.Big insider selling close to Q end.1)Is there any insider buying since then.2)Will the next Q,reporting on Aug 3, meet or beat estimates. AIF.Poor last Q & REAL is way below IPO price.What do you think of next Q on Aug2