Investment Q&A

Q: Can you see any reason for the 8%+ jump today?

Thanks


Sheldon

Q: Hi Peter and staff
I assume MX is still a good add after the big up in the day before you added it to the. Balanced portfolio?
If so I plan on adding it . Please list the first one below you drop to add some as well as the next suspect to go for it in order and reasoning

AIM
ACQ
DH
DIV
WIN

Thanks for all you do
Dennis

Q: Hello - thanks for your great service! I have 2 questions. The first is in regards to the Balanced Equity Portfolio. I follow it fairly closely and I noticed that you suggest a 5% weighting in each name, however it looks like it has grown from 20 names to about 23 names. Would you then begin each name with a ~4% weighting as opposed to 5%? If so, at what percentage would you trim the weighting? Would it still be at 7% as per previously suggested or would you say 6% if the starting point is about 4%?

My second question is in regards to starting a position in MX. Generally I will add names as soon as it gets added to the BE Portfolio. I saw it had a big run up today. With today's big run up, would you be comfortable taking a full position in it at the closing price today or would you wait for a lower entry point? If so, what would that be?

Thanks again for your great service!

Q: I currently have CSW.A which is not doing very well in my balanced portfolio, would you consider replacing it with MX?

Q: Hi, in my never ending quest for value I found MX; it has a negative PE.
Would you please explain what that means?
thanks,
Rick

Q: COULD I HAVE YOUR THOUGHTS ON MX, AND IS THIS A GOOD ENTRY POINT

THANKS

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

Q: Hi
Thanks for your great service. Looking at taking a position in this company for a long term hold.
Would this be a good time to take a position or wait still a bit for commodity market to settle.
Thanks
Kevin

Q: Yr thoughts plz, esp now it has declined so much recently.

Q: I am looking to bye approx. 4% of my portfolio in this company. I has come down a lot and the yield is good. Would you recommend it and for what reason? Is the dividend safe?

Thanks

Paul

Q: I've read that this company is having problems with shortage of natural gas supplies in some countries. With the drop in price, what is your assessment at this time? A good buying opportunity?

thanks,

Paul

Q: Methanex-MX going down since June. Can you explain what is happening with the company and stock and your recommendations. Currently down 30 % in my RIF. Thank you. Merry Christmas

Q: Hi I5Resarch Team,

I have a full position on MX and am currently down by about 25% (it's down by about 8% today so far). Should I bite the bullet and take the loss or should I just sit tight and wait for a turn around? What are the Teams's assessments on this company going forward?

Regards,
Harry

Q: Hi Team,

Do you mind commenting on MX's latest quarterly report?

Thank you.

Michael

Q: Hi Team,

Could you please comment on yesterday's results from Methanex.

Thank you.

Michael

Q: I've been looking at Methanex in view of the dramatic price drop. Further big drop today despite better earnings announcement and reasonably optimistic outlook. On the other hand 40% of earnings related to O&G industry. Would you consider this worthy of a buy or more like a falling knife? Thanks for your opinion.

Q: This stock has gotten killed over the last little while:fundamentals look great & lots of room to > dividends. Has it fallen in sympathy with oil? I know one of its plants is idle due to a problem with natural gas suppls-is it time to buy this one?

Q: What is your outlook for MX? Would you be adding to positions in this or ?

Q: Hello 5i Team,
I would like to get an update on Methanex (MX). It has risen significantly over the past few months, despite some maintenance issues at some of their plants. In previous commentary, you have mentioned this stock as "cheap". Is it still cheap and would you consider this a good place to buy?

Q: Hi Peter,
Pl advise reasons why MX is in the declining trend as compared to its competitors ? Any fundamental or technical reasons ? Will you recommend the stock at current prices and the risks associated at these levels?
Regards,