Q: I recently added a few "commodity" stocks and they've recently had very strong runs...Would you be inclined to hold them or take some profits? None of them represent an oversized portion of my portfolio. I'm just thinking after such sizeable gains in a short term...they must be due for a pullback. What macroeconomic indicators would you use to identify a change in outlook?
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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: I keep a small portion of my portfolio for trading opportunities. With volativity back in the market, can you recommend a few stocks that you would 'trade' in this market. I am currently trading cpg and valeant. Any other ideas?
- Methanex Corporation (MX)
- Stella-Jones Inc. (SJ)
- Agnico Eagle Mines Limited (AEM)
- Kirkland Lake Gold Ltd. (KL)
Q: Hi,
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan
Q: Hello 5i team,
In response to a member's question regarding the number of holdings in the BE portfolio, you mentioned that your were hoping to reduce it from 27 to 25...hopefully via possible takeovers; which 2 did you have in mind?
Thanks,
Antoine
In response to a member's question regarding the number of holdings in the BE portfolio, you mentioned that your were hoping to reduce it from 27 to 25...hopefully via possible takeovers; which 2 did you have in mind?
Thanks,
Antoine
Q: Comments on quarterly?
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Methanex Corporation (MX)
- CAE Inc. (CAE)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Celestica Inc. (CLS)
- Agnico Eagle Mines Limited (AEM)
- Magna International Inc. (MG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Q: Hi 5i
Sorry if you receive an unfinished question from me as my computer is doing some strange things. I have been looking at MX graph for last year and comparing to share buy backs. The latest increase in share price is coincident with March buybacks as occurred in September as well. Then the price seems to drop off in a bit of a decline. I see that institution selling seems to be in line with this as well. So I guess my question is, should I wait to buy until the share buyback declines.
Regards
Kathy
Sorry if you receive an unfinished question from me as my computer is doing some strange things. I have been looking at MX graph for last year and comparing to share buy backs. The latest increase in share price is coincident with March buybacks as occurred in September as well. Then the price seems to drop off in a bit of a decline. I see that institution selling seems to be in line with this as well. So I guess my question is, should I wait to buy until the share buyback declines.
Regards
Kathy
- Methanex Corporation (MX)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- Crius Energy Trust (KWH.UN)
- ECN Capital Corp. (ECN)
Q: Would you consider buying one or both of the above for capital gains over the next 6 mths. Any other suggestions for same objective. This would be in a TFSA.
Q: If you were thinking that there may be a merger between these two companies, had CDN & US cash to deploy in both, and were not over-weight in the sector, would you purchase both companies? If you were to only choose one to benefit the most, which would you enter into at today's prices?
Thanks!
Thanks!
Q: You have mentioned M&A activity WR to MX a couple of times. Are there a reasons why this stock seems in play to you at this point?
Q: I was wanting to purchase MX but it keeps rising and I keep thinking all the easy money has been made. Your thoughts please. Thanks.
Q: Good day...I hold all of your balanced portfolio but am not invested in WEF, MX or TECK but I have SJ, AEM and CCL...I only have room to buy one more basic material stock which would you buy at this time...again thanks for the great service...Eugene
Q: Which of the listed companies do you reckon has the best prospects for a 1-year hold from current levels? How about for a 10-year hold?
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Methanex Corporation (MX)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
Q: I would like to mix in a number of Canadian large caps into my TFSA that have moderate pe's , lower beta and on the growthy side. Would please give me 6-8 names to pick from. Thank you.
Q: Hello, you recently replied to a question say this stock need not be owned. My view is the same as the last person, but, if I were to sell this stock what would you recommend I replace it with. Thank you, Bill.
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Methanex Corporation (MX)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- Morguard Corporation (MRC)
Q: Which stocks in your opinion are undervalue and buy able today
Q: Gentlemen,
My Basic mat'l sector allocation is 3%, I have SJ (2.60% PF, +4.77% gain) and TECK.b (0.4%PF, -7% lost).
I wish to add 2% . Please give you thoughts.
Thanks
best Regards
My Basic mat'l sector allocation is 3%, I have SJ (2.60% PF, +4.77% gain) and TECK.b (0.4%PF, -7% lost).
I wish to add 2% . Please give you thoughts.
Thanks
best Regards
Q: 5i,
I have aprox $10k left to invest in my children's RESP. My TFSA and RRSP have sufficient amount of tech stocks, and i also hold TOY, SIS, & PBH. What would be your other top 3 non-tech stocks would you recommend to invest into my RESP account?
Thank you.
I have aprox $10k left to invest in my children's RESP. My TFSA and RRSP have sufficient amount of tech stocks, and i also hold TOY, SIS, & PBH. What would be your other top 3 non-tech stocks would you recommend to invest into my RESP account?
Thank you.
Q: Wondering if you see any reason why MX is on a downward trend after reporting record numbers at the end of Jan.
Thank You
Thank You
Q: Please comment on MX's Q4.