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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: Hi Team,
Can you suggest similar sector/quality stocks to replace the following stocks which I like to do the tax loss selling and would like to stay with the sector !
PD - loss 39%
MX - loss 32%
TCL.a - loss 25%
VET - loss 30%
WFT - loss 15%
Please deduct my credits as needed.
Thank you as always !
Tak
Read Answer Asked by Tak on December 02, 2019
Q: Given that the sector is out of favour at the moment, I wonder if you could give me the names of the 3 or 4 Canadian forest products companies that you like best overall considering balance sheet, income stability and dividend. I'm prepared to wait a while for a recovery but there seem to be some decently priced companies in the sector at the moment. Finally, do you think that it's advisable to invest in this sector at the present time if one has the patience to wait for recovery? Many thanks. Don
Read Answer Asked by Donald on April 29, 2019
Q: I realize that the performance of the forest products sector (WFT, etc.) will largely track the commodity price of softwood lumber. Prices of SW lumber averaged well over $500 (USD/MBF) one year ago and yet remain below $400 today. If seasonality were a factor, we should be back where we were a year ago - but we are not. Do you have any insight into why the price of lumber (and correspondingly why the entire forest products sector) continues to be so depressed. Thanks for your thoughts on this.
Read Answer Asked by Gordon on March 21, 2019
Q: looks like forestry shares are dead money for the foreseeable future? presently I hold significant amount in WEF . Unlike the other forestry companies listed it pays a good dividend / heavy into Cedar business so not so exposed to US housing. Should I hold or sell
Read Answer Asked by Terence on February 20, 2019
Q: Cheers. I’ve noticed that Lumber futures have had a nice climb since the New Year. Do your sources confirm this? If so what companies (1 or 2) would stand to profit the most from this rise?
Thanks for your assistance
Read Answer Asked by Terry on January 30, 2019
Q: I am comfortable having about 10% of my non-registered account in the forest products sector. About 55% of this amount is Norbord and the other 45% is split about evenly among Canfor, Interfor and West Fraser. Norbord pays a good dividend; the others don't. Would you suggest any consolidation or rebalancing here or changes that might improve upside potential? All four are down relative to original purchase so any adjustments here would only trigger tax losses.
Read Answer Asked by Gordon on January 27, 2019
Q: Gentlemen Good Morning,
My mat'l sector is 3.3% (MX 2.3% & FNV 1%)
I want add 1.7% to the sector.
5IR can suggest one or two names (Ca or US)
For long term, no need income, solid undervalued name.
Thanks
Best Regards
Read Answer Asked by Djamel on December 10, 2018
Q: Hello 5i,

Thank you for the great work and your valued perspective through this volatility. How would you rank stocks within the Forestry sector today for an investor with a 3-5+ year hold?

The sector is looking interesting to me based on the present weakness in U.S. housing. WEF is up significantly today and your perspective on long-term opportunities in the sector is greatly appreciated. Thank you.

G
Read Answer Asked by Greg on November 21, 2018
Q: Very recently some lumber companies have had major moves in their share prices, despite the slump in US housing construction. This is probably caused by a rise in lumber prices. True? And why are lumber prices up (apart from supply problems in BC)?
Read Answer Asked by Kurt W on November 05, 2018
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