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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: Hello 5i Team. My understanding is that there are 2 significant issues here. US tariffs, and recent miss on performance. I've just recently started managing my own rsp, I'm finding mg to be the toughest decision I've had to make so far. I read that the stock could drop by as much as 30% if the tariffs go through. I've read mostly positive feedback from 5i on MG. Can you help quantify the risk over the next 2 months to a year?
Thanks
Read Answer Asked by Dan on August 24, 2018
Q: Are there any screaming buys for balance & growth investors that have emerged through last 2 month period on Canadian & US market? Please list 6 best buys.

thanks Andrew
Read Answer Asked by Andrzej on August 20, 2018
Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael
Read Answer Asked by Michael on August 17, 2018
Q: Today Rose Ambrose ,who is involved in the NAFTA talks, indicated that unless Canada compromises Trump will impose the 25% auto tariffs on September 1, 2018.

So how can Canada negotiate/compromise if our negotiators are not invited to participate in the negotiations between the Mexicans and the Americans.

Since very little time is left between now and September 1, 2018 and since Canada is sidelined, is it fair to assume that Trump’s 25% auto tariffs will be implemented?

What is your opinion?
Read Answer Asked by Terry on August 16, 2018
Q: I have listed a few comapnies that I believe are in the, let's call it "Tariff Penalty Box". My thinking is as follows:
1) They have already been hurt by the threat of tariffs.
2) If the tariffs do not come, they will 'pop'.
3) If the tariffs do come, they will also move up as the clarity of actual tariffs should ease concerns compared to the threat of nebullous, potential tariffs.

Does this seem reasonable to you? And do you agree that these four should all be on this list and are there others you would add to it?

Thank-you very much.
Read Answer Asked by Alex on August 13, 2018
Q: This morning I asked a question regarding MG where I stated that I had a 1/4 position. I believe your interpretation was that MG comprises 25% of my portfolio, whereas I meant that I have 1/4 of a "full" position. I consider a full position to be 5% of my portfolio. So MG comprises only 1.25% of my total portfolio. So I am interested in your opinion on selling all my MG shares now and employing the funds to good use elsewhere.
Also, I want to compliment you on your very quick response to my question.
Read Answer Asked by Dennis on August 13, 2018
Q: Although Magna is well up on the year, share price has fallen significantly since June. I do not like to sell when RSI is 26, however given the recent direction of the share price and uncertainty of NAFTA, I am considering selling my shares while I am still in a positive position. MG comprises a 1/4 position in my portfolio. I would appreciate your assessment of MG. Thank you.
Read Answer Asked by Dennis on August 13, 2018
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan
Read Answer Asked by Daniel on August 09, 2018
Q: Hi 5I team
Will you be continuing to hold Magna in the balanced equity portfolio or are there better options to replace it given the companies comments or reduced expectations? It is a time like this I will ask the question you taught me "Has something changed?", I think it has but it is surrounding trade which is temporary. How do you value the company going forward?
Thank you
Jeremy
Jeremy
Read Answer Asked by Jeremy on August 08, 2018
Q: Hello, I have the following balanced portfolio....Can you recommend 3-5 additional names with good growth prospects and a decent current valuation that would help bring some diversification. 3-5 year time horizon.
Read Answer Asked by Jeff on August 07, 2018
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