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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 Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.
Read Answer Asked by Dave on January 20, 2021
Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!
Read Answer Asked by Terry on January 12, 2021
Q: Please recommend a commodity stock such as a copper producer or nickel producer that you think might do well in this cycle.
Read Answer Asked by John on January 06, 2021
Q: A Happy, Healthy, Peaceful and Prosperous New Year to 5i team!

As you folks are good in identifying the trends with momentum, what are the 2 sectors that you feel have the best momentum now , going into 2021. For the next 6 months to a year?
Your selections for these sectors?
US;Canada;and the Rest of the world.
Thank you!

Read Answer Asked by Savalai on January 05, 2021
Q: Morning team,

It seems like base metals, especially copper, have been on a run lately, and I keep hearing the narrative that all the global government stimulus is/will fuel a bull market based around infrastructure spending. My questions are; 1) do you generally agree with this theory?, and 2) which base metals companies do you prefer? So far I've been looking at RIO, TECK, and FCX.

Thanks in advance for your feedback!
Read Answer Asked by Tristan on December 11, 2020
Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.
Read Answer Asked by Yves on November 13, 2020
Q: I would like to increase my allocations in Basic Materials and Industrials; please provide and rank your top recommendations - stocks and ETF's for both sectors.
Thank you,
Patrick
Read Answer Asked by Patrick on November 02, 2020
Q: What would you include in a "hard asset" strategy to offset global currency devaluation? Obviously gold is a hedge, but what other sectors would you include - metals, materials (all commodities?), REITs, real estate, infrastructure holdings, maybe even utillities? Please include a few names to consider. Thanks.
Read Answer Asked by Benjamin on February 12, 2020
Q: I am looking to take a position in a commodity. Can you suggest one or two companies you expect to do well over the next 2-3 years?
Read Answer Asked by Danny on January 20, 2020
Q: Hi everyone.
I have several questions so please take as many credits as needed.
1. Can you recommend an ETF for Japan? Several experts have recommended diversifying out of NA and into Japan.
2. Do you foresee a relative shortage in copper supply in the near future? If so, can you recommend a natural resource company that would benefit from the increased copper demand.
3. Do you know of an American equivalent to BNN?
Read Answer Asked by Teresa on December 28, 2017
Q: Hello 5i,

I know you have a bullish view of zinc and recommend TV (which I currently own) for exposure to the metal. I'm wondering if you also have a bullish view on copper?
If so, what would be your recommended strategy for exposure to this base metal? Would you recommend owning a company that is exposed to both metals, or two separate companies that focus on each metal?

Thanks again and Merry Christmas!
Read Answer Asked by Tristan on December 27, 2017
Q: Could you list 3 US stocks in each of materials, utilities, consumer defensive and cyclical sectors for purchase in a growth-oriented portfolio, please?

Thanks
Read Answer Asked by Ryan on March 29, 2017
Q: I have some US cash and think I will deploy it in a copper stock because of the upward price pressure on copper. Could yo recommend some names that I can pick up using US dollars?
Read Answer Asked by hal on February 09, 2017
Q: I own ZMT but don't notice much upside. Are direct mining holdings, such as the ones mentioned or others, be a bettter investment? What about cyclical considerations?
Your input is appreciated!
Read Answer Asked by Sigrid on January 09, 2017
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