Investment Q&A

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.

Q: I know you like Magna but with the pullback of linamar would you consider starting a position as well. both look like solid companies.

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.

Q: What companies you would consider as value in your balanced model portfolio ?

Q: Hi Peter, Can you advise your 5-6 best candidates for covered call strategy, Thanks

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

Q: Hi 5i,

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

Thank you!
Dave

Q: I know it's like comparing apples to oranges, but which of these two companies would be better sleep at night stocks over a three to five year period, thanks?

Q: Is this a decent buy? Between MG and F, which one would you buy?

Thanks very much for your advice!

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

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

Q: Hi, would you add to The Stars Group and Magna Intl. with their recent declines, thanks?

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,

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.

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

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!

Q: Please rate the above companies in order of preference.
Thanks.
Desiree

Q: I hold MAXR and show somewhat large losses on the holding. I bought before it changed its name from McDonald D.W. I now do not recall why I even bought it. Was it on one of the model portfolios in 2017? Until 2016-17 I had only US stocks. A US premium letter I subscribe to (New Constructs, who often use robo analytics) just listed MAXR as a stock that one may short--I don't short stocks. New Constructs put MAXR in their “Dangerous Model portfolio” in which they name stocks worth shorting. What do you advise? MAXR is however finally beginning to show some positive movement. Is that slow price climb up sustainable ? What are MAXR’s prospects and is it worth keeping? If you advise sell, what would you replace it with?

Q: I notice that MG is doing much better than LNR right now.
Would you choose LNR for growth over MG or is there to much uncertainty with the US trade situation to consider either.
Thanks for the great service

Q: A lot of banter back and forth and possibly a trade war that could even go Global if it happens .
Can you give me a list of stocks that could be hit the hardest if this happens?