Investment Q&A

Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.

Q: Hi Peter,

What do you think of U S Steel Corp. There has been a big drop today and does that make it an attractive investment over the short/medium term? It does seem to be doing well. How would you rate it now against Reliance Steel as well?
Regards
Rajiv

Q: I have been able to top up my TFSA accounts and now find I am sitting on about 40K in USD. I am looking for growth, preferably with a dividend, in a well managed and reliable company, or companies. I'm overweight in Tech & Utilities, OK in Finance, low in Energy, underweight in Industrial. A quick look at the US sectors has given me the feeling that now isn't the time to start with Staples, Health Care or Utilities and that there seems to be caution with respect to Energy. Materials and possibly Industrials, which has puzzled me, as I would think China reopening and the US's infrastructure spending would have helped the last three sectors mentioned. I welcome your thoughts, and any suggestions, as they are usually very insightful!
Dawn

Q: Looking ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.

Q: Hi,

I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?

If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?

Q: My question is on US stock market in general. Due to this interest hike and other market conditions, you think those companies which have more sales in US will have better chance to show growth in sales and profit compared to large caps with has more sales outside of USA. Your opinion. If yes than if you can name some industrial names which has bright growth prospects.
Thanks
Piyush

Q: Hi,

Wondering about your opinion regarding copper and steel plays, given China's potential re-opening? Are these good options and if not, what else might you suggest instead?

Thanks!
Dawn

Q: What are you top few materials and industrial stocks in Canada and the US for 2023?

Q: "US proposes green steel-maling club". Please advise from this list
1. what are the pros and cons/ risks for each
2. rank based on safety and growth, with a suggested buy target price
3. your thoughts on AA as a metals diversifer in this group

Q: Hello, why are iron and steel companies selling so cheaply? P/e of 1.43? Are these good buys. Would you please recommend any quality company in any sector which you think is great bargain. Thanks. Shyam

Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.

Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.

Q: Dear 5i
I was thinking it might be a good idea to invest some cash in the wheat and steel sectors given their expected rise over the next year or so .
Perhaps RS for steel and maybe BG for wheat . Would you agree with these two selections or would you recommend something else ?
Thanks
Bill C

Q: CAN: NTR, AEM, LUN, CCL.b US: BHP, RS, DOW, LYB, IP
Hi 5i,
I'm looking to make the material sector within my portfolio better. Can you please help me by ranking these companies for me and maybe let me know if something isn't needed or something should be added to give strength and diversification. Truly appreciate your service.
Regards

Q: Read your answer to Ken's question dated Feb 25, 2022 to STLC question. You answered "..with the pricing discrepancy on the basis of hedging through the use of futures, management noted significantly lower prices for steel, which will dampen revenues." Looking at the charts for US steel companies: where NUE and RS hit new highs and X rose 10.45% on Friday. I would have thought this price action would also be reflected in Canadian steel companies (ie: STLC, RUS) based on "A tide rises all boats" theory. However this was not the case on Friday. Is hedging and/or steel tariffs the reason? Or maybe something else? Thank you your insight.

Q: Hi 5iTeam,

I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.

Cheers,
H

Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!

Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?

Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks

Q: Any reason for the drop yesterday? Do you still like RS going forward?