Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.

Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.

Q: Hello 5i team,
At the moment, I only have AEM for basic materials and wanted to add another company for more exposure to the materials sector. I had NTR (bought when it was Agrium) a few years ago and sold all shares when they were valued above $100.

I wanted to get back into NTR as I think it will not go lower then around $60 (has support there). You have CCL in the balance portfolio but seems to be in a holding pattern for the past 3 years.

My question is if you have your eye on other material sector companies that would fit the balance portfolio? With a decent dividend, and beaten down, do you think NTR is a good second materials stock to enter into?

Thank You,
Andrew