Investment Q&A

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?

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.

Maureen

Q: In view of the demand for nickle and cobalt for EV s, can you recommend a number of mining stocks worth considering. Aside from Vale, the companies should be actually producing, not in the exploratory stage, with growiong production and profitability. Thanks

Q: The next big move by Biden is Infrastructure . What are areas that will benefit and what Companies would you recommend. ?
Steel, cement, lumber, copper, machinery . Are there companies that rent machinery.? It is rumoured that up to $5 billion will be spent. What Construction companies will benefit. Thanks 5 I RAK.

Q: I am looking to investing in these sectors in the US market, infrastructure, industrial, aerospace and material. Would appreciate your favourite names.

Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!

Q: What are your thoughts on FCX/FM long term (any favourites?) I currently own FCX and ZMT.
Is 5i bullish on copper? If yes, what are your favourite ways to play it for a long-term hold. Are the names above reasonable?

Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord

Q: Hi, what would be your choice please for a TSX listed metal weighting in a portfolio? Any better options than XBM or Teck? Thanks.

Q: Hi, my respected 5i team
What are your interpretations of its earing report today? What are the reasons behind the almost 7% price drop?
I think this stock will probably benefit from the global economic recovery after Covid. What are your opinions about it?
I have been watching this stock and been waiting for an entry point to buy, plan to hold it a year or two. Do you think the price here is attractive or at what price range you think is a good entry point?

Thanks in advance!

Q: Could you name some sectors that will do well in an inflationary situation. Name a couple of stocks in each sector both Canadian and American. Thanks

Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.

Q: With the US plan to spend $1.9T on infrastructure, what would be your 3 best choices for base metal stocks (Cdn. or US) and 2 ETF's that should benefit well.

Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.

Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!

Q: Please recommend a commodity stock such as a copper producer or nickel producer that you think might do well in this cycle.

Q: A Happy, Healthy, Peaceful and Prosperous New Year to 5i team!

As you folks are good in identifying the trends with momentum, what are the 2 sectors that you feel have the best momentum now , going into 2021. For the next 6 months to a year?
Your selections for these sectors?
US;Canada;and the Rest of the world.
Thank you!

Q: Morning team,

It seems like base metals, especially copper, have been on a run lately, and I keep hearing the narrative that all the global government stimulus is/will fuel a bull market based around infrastructure spending. My questions are; 1) do you generally agree with this theory?, and 2) which base metals companies do you prefer? So far I've been looking at RIO, TECK, and FCX.

Thanks in advance for your feedback!

Q: opinion

Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.