Investment Q&A

Q: I have capital gains in which I would like now to sell one stock in which I have a loss and can use against my capital gain. Of the stocks listed, LNR, MX, NFI, PBH, TOY would you sell? I do have the intention to buy after the 30 waiting day period.
Thanks

Q: Peter and Team:
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.

Thanks

Phil

Q: Hi 5i,
Can I have your opinion on averaging down on these in the current climate, say in the next few days,. Without regard for weightings,risk profile etc, could you rank them in order that you would chip away at them?
Thanks

Q: Please could you let me know the payout ratio of MX?

Thanks!

Q: Hi Peter,
Please deduct as many credits as you see fit. I have some losers (some big) as per below:

Margin account
CLIQ down 52%
PHO down 37%
MX down 20%
TFII down 23%
ECN down 13%
NFI down 11%

TFSA
GUD down 17%
CLS down 20%
DOL down 38%
TSGI down 47%

RRSP
DOO down 43%
COV down 26%

Here are my questions.
1- Should I claim the capital loss with CLIQ and PHO and repurchase in 30 days?
2- Are there any names there that I should just sell and move on to something else? What would be your top 3 replacements for the removed names in that case?
3- My initial thought was to inject new money in CLIQ, PHO, DOL, TSGI, DOO and COV to bring these names back to my initial weight. Would this be a good move in your opinion?
These names are part of a diversified portfolio and don’t need the funds for another 10 years minimum.
Much appreciate your service. Your responses to this market volatility have kept me from panicking as I did in 2008. I thank you for that.

Q: Should I continue to hold both or double up on one.. enbridge and methanax

Q: this is one of the material stocks in beport. I have not been able to find anything in 5i files on this co. what is your present opinion?

Q: 5 Cos for an entire TFSA

Q: With much volatility which stocks have become very good buy?

Q: Hi,
I currently own SJ and MX for materials. Are there any US names you like right now in the sector?
Thanks,
Brent

Q: With the recent market correction, I have several stocks that are down quite significantly and others that stayed flat or went up a little. This involves that the weightings changed quite a bit for some stocks. I know 5i isn't a big fan of averaging down, but in such context what would be your advice? I have the followings (%loss, weight) :
SIS (-19%, 4%)
PHO(-41%, 1.7%)
KXS(-10%, 3.3%)
NFI(-32%, 2.6%)
PBH(-28%, 3.4%)
TOY(-23%, 2.5%)
MX(-22%, 3.1%)
I currently have 13% cash and would consider reducing it to 7-8%. My sectors are well diversified. Which of the above would be your favorites today for a position increase?

Thank you!

Q: Between the two of these companies which would you prefer to buy now and why? Also which company would have more upside in the next few months, keeping in mind that oil prices do not go up and natural gas prices remain high

Q: Which stocks are undervalue or cheap as of today?.

Q: Hi 5i,
I am considering small average down purchases of the listed companies but unfortunately cash is limited so can't choose all of them! Could you rate/order them for rebound potential ? Currently MX & TOY are approx 3% each, FSZ 2%,and TSGI/SLF/SIS have been driven lower to approx 1% each.

Thanks
Mike

Q: Can you please explain how Methanex results correlate to the price for oil and/or gas.
And if there is a relationship how concerned should MX investors be with what is happening with the price of oil.

Q: Looking at fundamentals and management which company do you think has the most recovery and safety. I own them both and can only add to one. Thank you as always.

Q: With the general pounding the markets took in October, the glass half full sees opportunity. My portfolio is particularly light in Materials, Telecom and Utilities, and I'm looking to top up in a registered account. What companies look attractive to you today based on undue overselling?

Q: You have SPB in your income portfolio.I have it in my RRSP for the dividend which is now 6.87%.Is the dividend safe?
Would you prefer MX which yields 2.1%? Both stocks have dropped with the recent downturn and both are considered buys by TD.

Q: Hi 5I - I need some materials exposure and was looking at MX and CCL. Which one would you prefer for a 4-5% weighting or should I add both at say 3% each? Thanks, Neil

Q: These are a list of my stocks that I may sell for tax losses. I would like to have your opinion if I should sell and rebuy these in 30 days.