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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: Good afternoon, I had moved everything to cash, believing that we were overdue for a bit of a correction, and also because I did quite well on atd and ccl. . Do you think a correction will occur when the honeymoon is over with Trump? I know no-one has a crystal ball, but do you think it is likely? If no, would you be content with the above choices for a moderate risk? I plan to keep my US in cash for now.
Thanks as always.
Read Answer Asked by steve on November 24, 2016
Q: I am currently holding WPK after having switched to it from CCL.B a few months ago when it seemed to get a bit over valued. I just noticed that there seems to be some negative correlation on these two stocks and I don't really understand why that would be since I always thought that these companies were very similar. Can you explain this and do you think it is a good time to start getting back in to CCL.B or should I just stick with WPK. Thanks
Read Answer Asked by John on November 18, 2016
Q: CCL is roughly flat over the last 12 months and down significantly in October even after reporting what I would consider decent earnings. I understand the sector rotation going on after the US election might have played a part in October's decline but are there other things going on that are of concern? Is the debt level a concern? The stock just keeps drifting lower. I have half a position and was wondering if now would be a good time to purchase the other half?
Read Answer Asked by Richard on November 16, 2016
Q: Out of the above list, which ones would you buy today regardless of portfolio weightings.
Read Answer Asked by John on November 08, 2016
Q: As a newer subscriber to 5i, i am interested in purchasing your BE portfolio. The above names have had huge run ups and I don't know how to approach them. Which ones are buyable at these levels?
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?

Thank you for your excellent service, as always.

KR
Read Answer Asked by Karim on November 03, 2016
Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?
Read Answer Asked by Greg on October 26, 2016
Q: I am wondering which two from the list above I should add. I am a long term investor who typically buys and holds for 5-10 years or longer (basically until the fundamentals change). I am 40 years old with a 70/30 stocks/bonds split and I hold emerging markets etc. in the recommended amounts. I am just looking to add two high quality names for the long term here to add to my existing equity portion. Thanks.
Read Answer Asked by Michael on September 06, 2016
Q: In a recent member's question regarding a conservative portfolio construction you said that there are good consumer discretionary companies that are growing income and dividends. Which ones in Canada and the US would you recommend other than the auto related ones? Many thanks for the great service.
Read Answer Asked by Derek on August 18, 2016
Q: Hello Peter & Team, in my portfolio I have positions in all sectors of the economy except for materials. Other than gold stocks, could you suggest 2 or 3 names, in the materials sector, that have decent dividend and growth potential ? Thank you, Gervais
Read Answer Asked by Gervais on August 17, 2016
Q: Hi, CCL Industries stock price has stalled lately after touching a high of $249, few months ago. Recent acquisitions, including Checkpoint systems should be positive to its business and profitability should only go up. Even when markets are hitting new highs every day, stock price seems unable to move out of its narrow range although most analysts have price targets between $275-$285. CCL.b is almost 8.5% of portfolio and I am considering scaling it down. What is holding its price performance, in your view? Based on the recent Winpak results and other information/indicators, is it prudent to wait until quarterly results are released or act now to avoid risk of a surprise on the downside? Thanks
Read Answer Asked by rajeev on July 25, 2016
Q: Hi guys
I should have added one of these about 2 years ago but unfortunately did not. Looking at their trading price today, and as a long term hold for at least 5 years which stock would you buy today. Looking at about a 4% weight in a diversified portfolio.
Read Answer Asked by Stuart on July 20, 2016
Q: I am resubmitting this question as apparently the symbols did not show up with my first question. Can you please comment on these stocks as to suitability for a GROWTH portfolio and if you have any concerns over any of these. Are there any substitutions you would make to this list? Thank you.
Read Answer Asked by Alan on June 24, 2016
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