skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I own XTC, which is currently down 15% in my portfolio. I'm considering locking in a capital loss for tax purposes, then purchasing MG, which has shown a much better trend and better earnings results. Do you think locking in a loss in XTC (possibly to re-purchase after 30 days), and purchasing MG would be a reasonable move at this time?
Read Answer Asked by Alan on August 08, 2017
Q: Please comment on the XTC results. Would you still hold it? I also have MG and LNR. equal weight, all represent 9% of my portfolio. Making money on all. Should I make any changes here? Looking for growth.
Thank You for excellent service.
Read Answer Asked by JR on August 04, 2017
Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.
Read Answer Asked by Francois on August 02, 2017
Q: Hello, I have just read "Why It’s Almost Impossible to be a Passive Investor in Canada" by Ryan, very informative article. I realize that my portfolio is underweight in the industrials sector. Could you suggest 3 or 4 names in Canada and in the US respectively? I am looking for good mid or big cap companies with growing dividend if possible. This is for long term investment. Regards, Gervais
Read Answer Asked by Gervais on July 31, 2017
Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!
Read Answer Asked by Lizette on July 21, 2017
Q: Hi 5i: I bought MG and MRE about 6 months ago. MG is now down a little and MRE is up over 30%. I know that both have interests in Europe, and that MRE went through a rough patch with management issues, as well as some plant problems, both now behind them. Does this explain the recent difference, or is there some other explanation? The news on the auto parts sector is not particularly rosy, and I've been thinking about a switch to some other sector. What do you think? Sell both, sell one (which one?) or just hold tight? I'd appreciate your advice.
Read Answer Asked by Roland on June 28, 2017
Q: Hi team:
I do not want to invest out side Canada more then what I already have.I would like to invest in Canadian companies that have much of their income in other countries mostly Europe and developing markets.Could you provide a longish list of possible good investments with the above in mind. It would help if the were safe and had a div. Please include ETF'S if you like.
many thanks
Yossi
Read Answer Asked by JOSEPH on June 26, 2017
Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim
Read Answer Asked by jim on June 26, 2017
Q: Hi I want to increase my position in Consumer Stocks by about $40,000 to be balanced and defensive plus receive some dividend income, currently hold Conagra ($20K); Lamb Weston ($8K);Magna ($18K); Mondelez $18K);Rogers Sugar ($21K); and Saputo ($25K).
Are there some better choices out there I can buy, your ideas appreciated, thanks!
Read Answer Asked by Kim on June 21, 2017
Q: All of these companies had large drops in value today(Friday)on large volumes. CSU down 1.5% and ECI down 2.5% on very large volume at the day's end. Can you explain this end of day activity? Is it a buying opportunity?
Perhaps a separate question, both LNR and MG took big hits today (Friday), both on large volumes - any ideas as to what caused this? Buying opportunity?
Read Answer Asked by David on June 19, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my INDUSTRIAL SECTOR. Would you add, swap or remove any of them? Thank you and great job.
Read Answer Asked by Terry on May 12, 2017
Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

Read Answer Asked by JR on May 11, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!