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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: Should I add to MG on the sell off?
Is there another in your BE portfolio you think is a better opportunity right now instead?
I am well diversified with your BE stocks, although probably don’t need to add any financials at this point.
Thx
John
Read Answer Asked by john on August 08, 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
Q: Got a bit of cash to add a new position to my RRSP. Which one of these names do you think has the most growth potential over the next few years? Feel free to suggest other names as well (prefer Canadian) - I currently own TSGI, KXS, and MAXR in this account. Thx.
Read Answer Asked by David on July 30, 2018
Q: What companies you would consider as value in your balanced model portfolio ?
Read Answer Asked by Terry on July 30, 2018
Q: Hi Peter, Can you advise your 5-6 best candidates for covered call strategy, Thanks
Read Answer Asked by RUPINDER on July 24, 2018
Q: I have a well diversified portfolio using a passive index strategy. I have the above stocks in my TFSA to boost the total portfolio return. Thanks to 5i that has worked well. My current TFSA holdings are listed and I am up at least 15% on the first 5 stocks listed and plus / minus 5% on the last 5 stocks listed. I am in my early 70's and feel I don't want to spend as much time on the TFSA investments. Can you give me up to 10 buy and forget growth names for the TFSA and if some of the listed stocks are included in your list then so much the better. Thanks
Read Answer Asked by Richard on July 23, 2018
Q: Hi 5i,

Could you provide 3 stocks the you both like and would stand to benefit from lower metal prices?

Thank you!
Dave
Read Answer Asked by David on July 20, 2018
Q: I'm thinking the sell off of these two stocks is overdone due primarily to all the uncertainty around trade and tariffs.
For a longer term hold (3-5 years) would consider this to be a good time to step in (perhaps a half position) or should I wait for these matters to be clarified/resolved?
Thanks, Rick
Read Answer Asked by Richard 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 am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,
Read Answer Asked by Dean on June 28, 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: 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: Good day guys!
Question on weighting in different sector:
I am currently over weight on energy 17% (VET, ENB, ZCL,EFX,PKI,VII) and underweight on industry 4% (on has NFI), if I want to trim it, which stock would you recommend to sale in energy and add in industry? Thanks!

Read Answer Asked by Yang on June 12, 2018
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