Investment Q&A

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.

Q: What is your current opinion/outlook on this company. If you had to switch it for another company in a portfolio, which would it be (can be US, you can suggest more than one, registered accound so no taxes implied in a switch)

Q: Hi Peter &5i team,
If Amazon is building warehouses in Canada, will any Canadian companies benefit? In your opinion, is this a good opportunity to invest in companies such as Richards packaging,CCL,the pulp and paper industry,or other e commerce firms.
Thanks for your thoughts

Q: Hi,
I would like to start a new position in L and CSB and increase my existing position to CCL. Defensive portion of my portfolio, long term hold. Would you endorse? Also, can you please comment on L current valuation. Thank you!

Q: Hi,
Is it to late to take a position in the company, if it is not too late, would a full or half position good at this time.

Regards

Q: I am down 36% on this. Is it worth keeping?

Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!

Q: Hello,
Would you add to these positions ? 5 year + hold.
Any favorites ? Your general comments are always appreciated !
Thank you

Q: Ignoring taxes, cash requirements and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of the following would it be prudent to currently sell, buy, or hold? Thank you.

Q: Greetings 5i Team,
I have room for two of the three names listed above (materials). How would you rank them in order of growth potential 3-5 yr (minimum) hold? Would you offer another Cdn name to throw into the mix?
Thanks as always
SP

Q: I've read some comments posted about CCL and it being a dog. Even with the drop today the total return YTD is north of 8%. Not a home run by any means like BYD, AAPL, CSU or some others but in the grand scheme of things 8.5% is not what i would consider a dog. Now if you want a dog just mention Concordia Healthcare or Advanz Pharma as they are known as now. at pretty much a 100% loss that is what I consider a dog. Compares to that I'll take CCL's performance any day. Just my perspective

Q: Stability and steady growth? Acknowledge early trading but down 10%. This thing is a dog. My fault, should have sold prior to earnings, but have to say a tad frustrated with these responses which don’t in my opinion critically assess potential alternatives and the reluctance to call a dog a dog.

Q: Can u please comment on earnings and if they suck is it worth holding on? Have owned this stock for sometime, should have sold it a long time back for more and feel its time to move on unless u can give me compelling reasons to do otherwise. Thx

Q: What would be your top pick for a consumer defensive in any of the 5I portfolios please? Thanks Rick

Q: My earlier question on buybacks was which 5i portfolio companies are most active in buybacks and which take no part among all the portfolios?

The 5i response listed 5 of 8 that do buybacks, but I don't know to what degree or if the 5 are the only ones that do. If I'm not mistaken CSU has never done a buyback, are there others?

Q: Which companies in your portfolios do you consider relatively close to recession proof?Please break down as to income,balanced, growth.Of these companies you pick,which ones increase their dividend at least 3% on an annual basis?

Q: As a long term owner 20 years plus i have been trimming annually.
My question is should research start now as the effect Trudeau decree this morning on single use plastic are going to have on these two companies.
Will 5i conduct this research or should the investor
Kind regards
Stan