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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: Focus: Forestry Sector. No tax implications. One position: IFP.
5i compared/ranked:
- 2018-05-21: CFP vs WEF (Tim)
- 2018-02-05: WFT, CFP, OSB, IFP, WEF, CAS (Victor)
Today, in terms of overall 3-5 year total return including dividends, with some growth, please rank referenced stocks, with basic reasoning.

As usual, thank you for continued wise advice.
Read Answer Asked by Paul on July 16, 2018
Q: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.
Read Answer Asked by Marco on July 12, 2018
Q: I try to keep my portfolio close to your balanced portfolio. In this mix what would you replace SJ with?
ATD.B - BCE - BNS - BYD.UN - CCL.B - CNR - CSU - DOL - GC - GSY - KXS - MG - MX - NFI - PBH - PHO - PPL - SHOP - SIS - SJ - TD - TSGI - TOY - WSP


Read Answer Asked by Andrew on July 10, 2018
Q: I am currently light in Healthcare & Materials. Companies that I currently hold are COV, CSH.UN, GUD, CCL.B, MX & WEF. Can you suggest three stocks in each sector that I could add?

Thanks, Dave
Read Answer Asked by Dave on July 06, 2018
Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you
Read Answer Asked by David on July 04, 2018
Q: I know you folks remain generally positive regarding the markets but assuming NAFTA does get killed, what stocks in the Income and Balanced Portfolios are at the greatest risk. Thanks as always.
Read Answer Asked by Donald on June 28, 2018
Q: With MX and CCL already owned in a materials allocation, and having just sold Stella Jones, would you add TECK or WEF? Thank-you.
Read Answer Asked by Stephen on June 22, 2018
Q: Follow balanced equity portfolio and rebalancing. I do not have the 6 companies above. Please rank them in the order I should add. Any I should wait on to purchase for a price adjustment?
T as always Steve
Read Answer Asked by Stephen on June 19, 2018
Q: Peter and Team:

I am a long term investor and understand your thoughts on market timing and political influences.
Having said that, which companies in your balanced portfolio stand the most to loose if we get into a protracted trade dispute with Donald and his gang.

Thanks

Phil

Read Answer Asked by Phil on June 13, 2018
Q: Hello 5i team,
In response to a member's question regarding the number of holdings in the BE portfolio, you mentioned that your were hoping to reduce it from 27 to 25...hopefully via possible takeovers; which 2 did you have in mind?
Thanks,
Antoine
Read Answer Asked by Antoine on May 02, 2018
Q: Thanks for your answer on KPT, would you suggest some companies in the same sector ?
Appreciate your services.
Tak
Read Answer Asked by Tak on April 30, 2018
Q: Which of the listed companies do you reckon has the best prospects for a 1-year hold from current levels? How about for a 10-year hold?
Read Answer Asked by Andrew on April 16, 2018
Q: Full position in forestry sector to invest which would you select SJ or WEF. Both have had good years and seem to be pulling back. I know you guys tend to avoid market timing but I need to ask if you have a good entry point price for each. I loosely follow your balanced growth portfolio ( lean towards SJ) but am not against a bit more growth with WEF. Balanced equity transitioning from a more growth portfolio 3-5 year outlook, high risk tolerance.

Read Answer Asked by Tom on March 06, 2018
Q: What would your choice be for medium term growth between these two sets? Would you swap out SJ for WEF?
Thanks
Read Answer Asked by JEFF on March 05, 2018
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