Q: For basic materials I have Nutrien, MAG Silver, and Cleveland Cliffs. Would you change any of those right now or continue to hold them? Thanks
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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: Thoughts on their quarterly results...thanks...Steve
- Sun Life Financial Inc. (SLF)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Nutrien Ltd. (NTR)
- Fortis Inc. (FTS)
Q: Please suggest investment portfolio for a conservative 55 year old who opened a TFSA account with $50,000. Will not need to touch this money for the next 5 years.
Thanks for your valued service since 2014.
Thanks for your valued service since 2014.
Q: Can you please comment on Nutrien's recent quarter. Would you be comfortable initiating a position at the current share price?
Q: Hello and thanks for all you do.
Just wonder what your thoughts are on this ETF as a way to hedge against prolonged inflation/stagflation?
Just wonder what your thoughts are on this ETF as a way to hedge against prolonged inflation/stagflation?
- Dow Inc. (DOW)
- International Paper Company (IP)
- LyondellBasell Industries NV Class A (Netherlands) (LYB)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Nutrien Ltd. (NTR)
- BHP Group Ltd. (BHP)
Q: Hi 5i,
I'm trying to put together a materials allocation for my portfolio that pay a dividend. These are the companies I have come up with that pay a stable dividend and appear to not have too much related business. Is more diversification needed and can you make recommendations. Also is there any better replacements for these companies I would like to have at least a two percent dividend. Thanks!
I'm trying to put together a materials allocation for my portfolio that pay a dividend. These are the companies I have come up with that pay a stable dividend and appear to not have too much related business. Is more diversification needed and can you make recommendations. Also is there any better replacements for these companies I would like to have at least a two percent dividend. Thanks!
Q: Could you explain "goodwill" to me please.
Today on BNN Ross Healy was commenting on NTR and indicating that 60% of it's balance sheet was goodwill. I have googled it and am wondering if part of the answer is the customer base and the related contracts. If goodwill is intangible, then how to you come up with a number?
Is this 60% number something to be concerned about?
Thanks...Steve
Today on BNN Ross Healy was commenting on NTR and indicating that 60% of it's balance sheet was goodwill. I have googled it and am wondering if part of the answer is the customer base and the related contracts. If goodwill is intangible, then how to you come up with a number?
Is this 60% number something to be concerned about?
Thanks...Steve
- Suncor Energy Inc. (SU)
- Tourmaline Oil Corp. (TOU)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Nutrien Ltd. (NTR)
Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated
Q: Hi 5i,
Looking for a few companies in the material and gold sector currently own NTR and AEP. I'm putting close to 10% of my stock portfolio into this area. Can you name a few companies for me, they can be Canadian or US companies but need to have a dividend.
Many thanks!
Looking for a few companies in the material and gold sector currently own NTR and AEP. I'm putting close to 10% of my stock portfolio into this area. Can you name a few companies for me, they can be Canadian or US companies but need to have a dividend.
Many thanks!
- Mosaic Company (The) (MOS)
- Scotts Miracle-Gro Company (The) (SMG)
- Nutrien Ltd. (NTR)
- Intrepid Potash Inc (IPI)
Q: What would your suggestions be for small to mid cap companies that are in the farm fertilizer space that have growth potential? Thanks
- Mosaic Company (The) (MOS)
- Tyson Foods Inc. (TSN)
- iShares Global Agriculture Index ETF (COW)
- iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
- Nutrien Ltd. (NTR)
Q: Hello Folks:
With increasing inflation of grocery bills, do you have suggestions on how to play this situation. I am thinking an ETF representing a bundle of basic food items or individual companies providing inputs such as Agrium?
Thank you brian
With increasing inflation of grocery bills, do you have suggestions on how to play this situation. I am thinking an ETF representing a bundle of basic food items or individual companies providing inputs such as Agrium?
Thank you brian
Q: Best estimates..does NTR still have legs to run up into the low $90's. My gut feeling is that it's topping out and low $90's is a good exit point for profit taking. What is your professional feeling?
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- Waste Management Inc. (WM)
- Canadian Natural Resources Limited (CNQ)
- WSP Global Inc. (WSP)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Stelco Holdings Inc. (STLC)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
- Trane Technologies plc (TT)
Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?
Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?
Thanks
Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?
Thanks
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- Waste Management Inc. (WM)
- Canadian Natural Resources Limited (CNQ)
- WSP Global Inc. (WSP)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Stelco Holdings Inc. (STLC)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
- Trane Technologies plc (TT)
Q: What are your top Canadian and US investment ideas foe times of rising inflation?
- Park Lawn Corporation (PLC)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Tricon Residential Inc. (TCN)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Nutrien Ltd. (NTR)
- Boyd Group Services Inc. (BYD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).
As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!
As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!
- Archer-Daniels-Midland Company (ADM)
- Tyson Foods Inc. (TSN)
- Nutrien Ltd. (NTR)
- Consolidated Water Co. Ltd. (CWCO)
- Farmland Partners Inc. (FPI)
- Beyond Meat Inc. (BYND)
- Bayer AG ADR (BAYRY)
- AppHarvest Inc. (APPH)
- Gladstone Land Corporation (LAND)
- Sustainable Agriculture & Wellness Dividend Fund (AGR.UN)
Q: I've heard it said, invest in what you know and what I know for sure is we need food and water to survive. So I'm looking to purchase two stocks in my portfolio in the agricultural sector. I am looking for dividend and some growth. If that stock offers diversity and/or a technical play even better. But first and foremost, what these investments have to offer is something the world can't do without.
What would be your picks out of the above list and why?
What would be your picks out of the above list and why?
- Applied Materials Inc. (AMAT)
- Lam Research Corporation (LRCX)
- Freeport-McMoRan Inc. (FCX)
- First Quantum Minerals Ltd. (FM)
- BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT)
- Copper Mountain Mining Corporation (CMMC)
- Ichor Holdings (ICHR)
- Nutrien Ltd. (NTR)
- Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
- Ultra Clean Holdings Inc. (UCTT)
- Reliance Inc. (RS)
- Global X Copper Miners ETF (COPX)
- Global X Semiconductor Index ETF (CHPS)
- Invesco PHLX Semiconductor ETF (SOXQ)
Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?
Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?
A dividend would be a bonus. BTW, in the materials sector I already own NTR.
Please list some companies that I can research.
Please list some ETFs that I can research.
Thanks...Steve
Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?
A dividend would be a bonus. BTW, in the materials sector I already own NTR.
Please list some companies that I can research.
Please list some ETFs that I can research.
Thanks...Steve
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Agnico Eagle Mines Limited (AEM)
- Nutrien Ltd. (NTR)
Q: Hi 5iresearch team
On a scale of 1 to 10, 10 being certainly, how likely do you think a stagflation scenario will happen in the US economy?
Second question, what types of investment will likely win in stagflation (gold, certain stocks, bonds, real estate, cash … etc)?
Third question: can you recommend 3 Cdn and 3 US stocks that you think will do well in stagflation? Can you please rank them if possible?
Thank you for your great service, I really enjoy reading your answers everyday in the Q&A section.
On a scale of 1 to 10, 10 being certainly, how likely do you think a stagflation scenario will happen in the US economy?
Second question, what types of investment will likely win in stagflation (gold, certain stocks, bonds, real estate, cash … etc)?
Third question: can you recommend 3 Cdn and 3 US stocks that you think will do well in stagflation? Can you please rank them if possible?
Thank you for your great service, I really enjoy reading your answers everyday in the Q&A section.
Q: Without regard to sector allocation what are your thoughts on switching NTR for CGY. Pros and cons.
My thinking is that I would like additional buy and hold stocks like CSU and BAM.A. That I already hold.
These need less attention.
I’m more of a capital preservation investor at this stage.
My thinking is that I would like additional buy and hold stocks like CSU and BAM.A. That I already hold.
These need less attention.
I’m more of a capital preservation investor at this stage.
Q: Are potash companies worth an investment now? Any reccomendations?