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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: My wife and I are in our mid-late 70's and only have investments in RRIFs.

We don't have any stocks in the materials sector and I would like to add something that has either solid growth potential or pays a dividend to add a bit more balance. I once invested in gold (BTO) and didn't do well, so I'm not particularly interested in that unless it meets the criteria above.

I am, however open to all suggestions. I have 6% space to allocate to your recommendations, so please advise accordingly.

Read Answer Asked by John on July 16, 2021

Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.

Read Answer Asked by jacques on July 16, 2021

Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,

thank you.

Read Answer Asked by Brad on July 12, 2021

Q: I have stayed away from energy, except for ENB and TC, which are pipelines.
Do you think there is more upside in the O & G stocks. If so what would you suggest?
Also the same goes for basic materials. I am not interested in gold. What would be your picks for basic materials.
Thanks for your service, I would be lost without it.

Read Answer Asked by Shirley on June 28, 2021

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.

Read Answer Asked by Jerry on June 28, 2021

Q: Hi Awesome 5i team, I have some cash to invest, in Canada, I am thinking of "AT", "GSY" &"CTS", some of these names are at all time high, could you please rank them from risk/growth perspective. Given recent volatility of the market, could you please provide a good entry point if you will.

For US, please also provide three names that are growth oriented, and three reflationary driven. All are for long term investment.


Read Answer Asked by Lin on June 24, 2021

Q: I see there was today (June 17) a rather substantial shift to Growth and away from Value which I did see you acknowledge in an answer today. Can you provide some insight as to why? I'm thinking Fed, but if so, what in their comments caused that? Should these gyrations be ignored in the medium/long run? After all, it was a pretty violent switch previously but from value to growth and for an extended period. Is there logic/fundamentals operating here? It was all fine with me as I am overweight growth/tech. As an additional question, I am playing copper with FCX but I see you suggesting other stocks for a copper play, and with the copper price downturn would you suggest switching FCX for another name? As always, thank you very very much for the service you provide.

Read Answer Asked by William on June 18, 2021

Q: Hi team,
Much is said about the rising demand for copper from Europe and Asia over the next few months due to technology and electric cars.For now the price of copper seems to have paused .What is your outlook for copper demand ,the price ,and which companies would best benefit from the rise in demand?
Many thanks,

Read Answer Asked by Jean on June 11, 2021

Q: Could you suggest five Canadian and five American companies that would benefit from inflation. Could you also suggest five Canadian in five American companies that would benefit from higher interest-rate. Thanks

Read Answer Asked by Paul on June 10, 2021

Q: I am rebalancing and need to add Material equities to my portfolio. Currently my only holding in that sector is MX:CA. Materials will represent 13% of the portfolio equal to my energy allotment. Generally speaking should I dispose of MX (because it is more or less energy focused)and start from scratch for sector investment? Can you provide some guidance on companies to check out? I have a 3-5 year horizon and like dividends.

Read Answer Asked by Robert on May 18, 2021

Q: I have growing concern about my TECK investment. Although the company has many operations worldwide it appears to have significant copper +... producing mines as well as development projects in Chile and Peru.
Reuters, on May 17, ran an article titled "In world’s top copper region, political risk rises" The discussion suggests that Chile is overhalling its constitution and debating royalty changes. Peru's president has promised to make changes to keep 70% of mining profits in the country. Also, Peru has an election in June and a little-known socialist candidate is leading in the polls. I understand that both countries are struggling financially.
I would like to know how important are Chile and Peru to TECK's revenue and profit and your assessment of the potential problems for the company. I also own RIO and TKO for base metal exposure. If I sell TECK, what would you recommend as a possible replacement?
With appreciation

Read Answer Asked by Ed on May 18, 2021

Q: I have 5.5% of my net worth invested in FNV, CNQ, and SU. Is this good enough to participate in the coming "commodity super cycle" that may, or may not, happen? Also own lots of pipelines which probably would also benefit. Thanks Ron

Read Answer Asked by Ronald on April 19, 2021

Q: Good Afternoon, could I get a few of your favorite material stocks as of right now in each of the US, Canada, and Global if applicable.

thx, Mark

Read Answer Asked by Mark on April 12, 2021

Q: Could you name 3-4 top picks in Canada or US for consumer defensive, basic materials, industrial, and utilities that would have a good outlook for the next 5-10+ years?

Read Answer Asked by Andrew on April 05, 2021

Q: If there is a US inflation, the erosion of the value of money , pick up just around the corner,can you please give us your top 10 inflationary stock picks?

Read Answer Asked by adam on March 31, 2021

Q: In hindsight (which, as we know, is 20/20), I was overweight in tech and underweight in both materials (0%) and consumer cyclicals (4%). Given rising fears of inflation, I am of two minds.

A. Hold the course. Although four of my tech stocks are well below water - ARKK, KXS, U,and XBC - they are fundamentally in good shape and will rebound in time. And I've missed most of the upswing in materials and CC anyway.

B. Inflation is inevitable. I should sell off one or more of my tech losers (so I am no longer overweight in that sector), take the proceeds and invest in either materials or consumer cyclical to enable my portfolio to better cope with inflation.

If Scenario B is, in your view, the best to pursue:
1. Which tech(s) - and in what order - would you be inclined to sell?
2. If only one could be added to, would it be materials or CC?
3. What are your two favourite US consumer cyclicals today?
4. What are your two favourite US or Canadian materials today?

Many thanks for your guidance.


Read Answer Asked by Maureen on March 26, 2021