Investment Q&A

Q: Been thinking of exchanging TECK for CNQ. Thoughts ?

Q: is the reason teck is down because the price of copper is weak, or the price of coking coal is weak, or some other reason. if someone re glencore is willing to pay 8.2 billion cash for the coal business thats nothing to sneeze at and tecks already a very cheap stock.yet teck stock is going down not up. help me understand. dave

Q: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: Trying to decide to hold or sell, what is your opinion?

Q: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff

Q: My total holdings are highly diversified across the sectors. I have some cash in a USD RRSP so dividends and some growth is welcome. I am looking to RIO, TECK, WFG, WMB and CCJ for their respective thematic relevance over a 3 -5 yr hold and would appreciate your comments on your one or two more favoured of this list.

My thanks.

Q: I know Nucor and Teck are different, but for growth, which would you choose now...or would you own both?

Q: What companies mine both gold and copper? Which ones are recommended?

Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.

Q: If inflation is going to be a concern, do you have 5 company suggestions in the US and Canada that would have pricing and so earnings power? Thank you

Q: What do you think about Teck at this time for a longer term hold? I see from filings that Stanley Druckenmiller bought shares in it last Q which got me interested. I don't have any mining companies in my portfolio. Thanks,

Jason

Q: What would you invest in when inflation is a problem?

Q: What companies are best to invest in copper right now. Is there an ETF?

Q: I am interested in copper- is there still upside do you think, or has it had its' run? is the etf COPX a good way to play this, or is teck or hudbay maybe a better alternative? Thank you!

Q: Hello -

Which of these three resource stocks is the better investment? Or do you prefer another? I would prefer that it would be a larger company with decent balance sheet and good management. It would be in my RRSP in USD.

Q: Hello,

My partner and I heard about 5i from a friend whose been using you for many years. You came with the highest recommendation.

I feel like I should be copying one of your portfolios, especially due to my lack of knowledge, but it is very important for me that my investments to follow my ethics.

I would like to know which companies on your balanced and growth portfolios would be highest on positive environmental, social and corporate governance, which are low and should be switched and for which companies. I'm happy to do research, but I'm struggling to navigate the important statistics and feeling incompetent in finding good resources. I have seen your ESG scores (https://www.5iresearch.ca/blog/ESG-tsx-companies) and would be keen to know where to find information on how they are created. I would also appreciate other resources that you think would assist in building a portfolio, or simply which companies you would put on it.

Thank-you,
Ellen Perkins
Ucluelet BC

Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.