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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: Hello 5i team,
I appreciate your response to my question regarding "what to do in view of an impending recession".
Less equity and more fixed income would indeed make sense. I suppose that I could start with the holdings in the Income portfolio; but, of the balanced equity portfolio, which would you consider as "aggressive" and which would you consider as "more defensive".
Thanks,
Antoine
Read Answer Asked by Antoine on January 30, 2018
Q: I have the good problem of MX and WSP doing very well but now both at 2% overweight. I hate to sell stocks on a good run....time to rebalance or ride it out a bit longer. If time to rebalance what materials and industrial stock ( balanced equity portfolio follower) to buy right now with the 2% position.


Read Answer Asked by Tom on January 24, 2018
Q: Hi Peter, Ryan, and 5i staff,

For my son's 2018 TFSA contribution, please rank these stocks and one ETF in order of preference: GSY, AVO, TOY, SIS, MX, XEU. He already holds SIS (up 216%), TOY (up 50%), and MX (up 34%). He holds no European stocks and very little outside of Canada, so I think that XEU could achieve some extra diversification, with a further advantage that it's a "commission-free" ETF with Scotia iTrade. Any other suggestions would be most welcome.

His other holdings include BCE, BEP.UN, BNS, CAR.UN, ENGH, GUD, KXS, NFI, PBH, and TRP.

Thanks for such great advice! There's no way we could replicate such results without 5i at our side.
Read Answer Asked by Jerry on January 09, 2018
Q: I'm about to transfer stocks from RRIFs to TFSAs, and am wondering which of each pair below has the best growth possibilities:
1: PKI vs CCL.B
2: SJ vs MX
Thanks for your great service!
Read Answer Asked by Jim on January 09, 2018
Q: Happy New Year to the entire 5i team. Currently I have what I consider to be a well balanced portfolio based primarily on your balanced portfolio. I have $50,000 to invest in my TFSA. I would like to invest in Canadian companies that are relatively safe yet offer solid growth opportunities now and in the future. I have chosen the above companies. Please rank them for me and can you think of others I should add or any I should leave out?
Read Answer Asked by Les on January 05, 2018
Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you
Read Answer Asked by Hali on December 18, 2017
Q: I would appreciate your advice on how to manage the more commodity based holdings in my portfolio - in this case, sepcifically Methanex although I hope one day to be faced with the same problem with my oil stocks. I tend to be a buy and hold type and only sell to keep the holding below 7% of the portfolio or if the business rational changes. Is this the best strategy to manage MX? You noted in a question the other day that you were unable to ascertain why it was rising in price. Is it best, therefore, to sell some now (I am up 20% - 30%) and keep it as a smaller holding in the portfolio or with commodities is it best to take a more "go all the way" approach and ride the commodity pricing wave so as not to sell this type of winner too early? Implicit in this strategy is the theory that the company will only do well while methanol prices are high and then the stock will drop significantly at some point. Or is my thinking all wrong and I should treat it as I would any other company?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 14, 2017
Q: Hi There,
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You
Read Answer Asked by Kevin on December 04, 2017
Q: Peter I have 100'000inus funds I want to invest it in Canadian companies who pay dividens in us could you suggest say 8 to 10 stocks that you would consider for this I am retired and it is for income should we go south at any time
Thank you for your advice Pat
Read Answer Asked by Patrick on November 29, 2017
Q: I try to maintain a diversified portfolio. However, I am wondering when you refer to owing "materials" what role metals and other mineable resources should play. For example, I tend not to own metals or mining stocks but instead, I choose to invest in other materials such as chemicals (MX) or lumber (SJ) (and maybe even including CCL as your portfolios list it as materials).

Am I getting "proper" diversification this way or should one also invest in gold, silver, copper assets etc?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 02, 2017
Q: Good morning - Is it time to start easing back into the materials sector? I currently have no holdings in that sector. If your are positive on the sector what stock(s) would you recommend. Thanks
Read Answer Asked by gary on October 20, 2017
Q: Good Morning,

I would like to add a couple of mid cap growth names to my portfolio for a 2 - 3 year hold. Without regard to sector how would you rank ECN, HWD, MX, CJT, DIV and ZCL? Any commentary is most welcome.

Thanks as always,

Dennis
Read Answer Asked by Dennis on October 13, 2017
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