Investment Q&A

Q: MDA is up about 15% today so they must have reported good numbers today. I have a 2% weighting now breaking even. I’m thinking of buying more to increase my weighting up to 3%. Am I crazy?
Jim

Q: Hi,
Your comments please and thank you on MDA’s earnings. Market is happy today (+15%).
Cheers, Michael

Q: For Margot,

Instructions for printing tax receipt can be found on the forum

https://www.5iresearch.ca/forums/viewthread/643

Q: I have a question about Toromont Industries Ltd. How do you rate Finning versus Toromont?

Thanks.

Q: What is your assessment of prospects (5 yr) for Oceanagold, and is it buyable at current price. Are there overall better mid-tier gold producers on a risk/reward basis and, if so, could you name a couple?

Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike

Q: Did FN report and, if so, may I have your comments
Also, in the hopes your subscription is tax deductible, can I find the receipt at your site (gone from my emails!)?

Q: Can you please describe how you approach "swaps" in a portfolio? By that I mean swapping out one company for a very similar company in the same industry. You did this somewhat recently in removing Sun Life from the BE portfolio for Intact. (In that case I recall it was due to a better growth profile.)

My general sense is you have liked CNQ better than SU for a while now, for example. And TD better than BNS. Feel free to correct if this is not how you see it.

Appreciate there is a benefit to a certain amount of stability in the portfolio, so you won't bouncing stocks out every time the wind changes. But I'd interested in your thoughts on how you think of this aspect of portfolio construction. For example, in what circumstances might precipitate a swap in these or other cases? When would you hold still even if you like an alternative stock slightly better?

Thanks very much.

Q: what is the best etf to get in on the surge in European spending

Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.

Thank you very much.

Q: please comment on year end numbers. Thanks.

Q: Hi 5i,
As a previous Enerplus shareholder I still unfortunately hold Chord Energy with some disappointing losses. Can you please give your thoughts on this company and would you still consider it a hold?
Marco

Q: Hi 5i,

My portfolio does not have any meaningful allocation in the basic materials sector. Given the recent drop in equities (and possible future declines) was looking to add some resource stocks. CS and TECK.B in the copper sector looked interesting with the data centre/ chip boom underway.

What are your thoughts on these companies and is there a preference? What would you consider to be a good entry price in the potential market dips to come?

Would also appreciate any other resource stock ideas you might have in this current market.(Aside from Nutrien I know your a fan of and I already own.)

I'm not averse to risk and looking to hold at least 5+ years.

Thank you in advance.

Greg C.

Q: For the past few years I've kept positions in CNQ, TVE and IPCO but I've recently been slowly reducing my positions in TVE and IPCO (and using the proceeds to add to CNQ). Last week I sold my remaining shares of IPCO, so I only have CNQ and TVE left for E&P exposure (although I have a few other positions in services companies such as PSI and PSD).

I'm debating selling the rest of my TVE shares to consolidate my E&P exposure into CNQ. What are your thoughts?

Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!

Q: Good Morning Peter & Team,

Please advise best recommendation for holding cash during this Trump induced market turmoil.

Thanks for all you do

gm

Q: Hi All,
Would you be able to recommend a Defense stock or ETF based in Europe or the UK? Thank you.

Q: Can you comment on the quarter and is the sell off warranted?

Q: Is there a free site where we can see the amount of shorting in each stock, and perhaps how that has changed over time, that you know about? Thanks.

Q: Hello 5i. Celestica seems to be in a decline the past month. Why? Do you see a bottom forming? At what share price would you start buying? Thank You. Anthony