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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: Hi Peter,Ryan and 5i team,
Our grandsonís RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.

Read Answer Asked by john on July 09, 2021

Q: Given the current circumstances, would you, in an otherwise staid pipeline, bank, insurance company and MAW104-dominated portfolio put up to 5% in one of/a combination of these 3 stocks? How would you rank them, if so?

Read Answer Asked by David on June 23, 2021

Q: Peter and His Wonder Team
It is my understanding that MDI is one of the best drilling companies in the world. I realize that a recession would reduce the demand for minerals, fuels etc. and reducing income. However 50% of there contracts is drilling for gold which does look positive for the next several years. Larry Berman on BNN predicts gold will hit $1900.00 within 2 years. So I am wondering if this might be a good contrarian investment at all time low prices or is this just another value trap. Your general assessment would be appreciated. Thank you immensely.

Read Answer Asked by Ernest on March 21, 2020

Q: I'm in the process of trimming my portfolio of over 40 companies and building cash. Both Major Drilling Grp and Cathedral Energy Services are candidates for removal. How do you feel about these companies, should they be sold? Would you put the money in cash or what would you buy in their place, in the same sectors?

Many Thanks

Read Answer Asked by Frank on October 01, 2018

Q: Peter,
In what order would you add to the above smaller positions today ?
Any you would outright sell today ?
Thank you, Paul

Read Answer Asked by Paul on November 23, 2017

Q: Good Morning Peter and Team, great job on the site ! The above are our laggers (vs a much longer list of out performers; thank you !). I'm assuming that unless they have strong news they will struggle into next year with tax loss selling. In what order would you part with them if you wanted to move on ? Which one or 2 do you think have the best potential that you would even add to them ? Thank you.

Read Answer Asked by Paul on November 03, 2017

Q: I have no exposure to materials (I include SJ as an industrial) in my portfolio. I am reluctant to have exposure to this sector as the volatility and lack of earnings are generally beyond my comfort level. I still feel that I should have some exposure so I was thinking MDI would be a good candidate as it is a lesser risk with leverage to this sector. Can you comment please that this is an appropriate strategy for my risk profile and would you recommend buying MDI at this time?

Read Answer Asked by Robert on October 28, 2016