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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 have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.
Read Answer Asked by Roy on March 27, 2020
Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!
Read Answer Asked by Pierre on March 27, 2020
Q: If I were to average down on these stocks which would you buy first and are there any in which you would not buy at this time. Could ECN go under if things don't improve over the next 6 months. Thank you.
Read Answer Asked by Cheryl on March 19, 2020
Q: Which companies in your balanced equity portfolio have a poor balance sheet and could be in trouble in this environment.
Thanks
Read Answer Asked by Stephen on March 18, 2020
Q: Hi 5i,

Thank you for the great insight during this challenging time. Can I please ask your opinion on these five existing positions? Each is sitting at a substantial loss and trying to decide whether to sell, hold, or with a Canadian recession on the near horizon:
-Parkland Fuel
-New Flyer
-Cymbria
-Western Forest Products
-Savaria

Thank you in advance. Please use credits as needed.

G
Read Answer Asked by Greg on March 16, 2020
Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR
Read Answer Asked by Yousef on March 11, 2020
Q: Hi,
Would you start buying these and in what order?
Thank you for great service.

Milan
Read Answer Asked by Milan on March 11, 2020
Q: Hello
I hold both stocks and liked them so far. I am considering back some more stocks with both stocks currently down with this market volatility.
With the corona virus fear and probably a recession, how do you see both companies outlook based on their overall earnings and management.
Do you still consider PKI as a good growth stock?
Do you suggest waiting for more downturn before buying them ?
Thank you
Read Answer Asked by Kristelle on March 09, 2020
Q: Could you please comment on the Q4 results reported today. The stock is down 21% from its high on Jan. 5/20 versus a 3% loss for the TSX over the same period. I know it is problematic with todays volatility and uncertainty but could you venture an opinion as to how you think this stock will do over the next 6 to 12 months versus the market in general. Thank you, Ian
Read Answer Asked by Ian on March 06, 2020
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