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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: Scotia Mcleod posted this Methanex (MX) – Shareholder M&G Investment Management, which has a 19.5% stake in MX, changed its shareholder
status to 13D from 13G (passive). Per FactSet StreetAccount, M&G believes MX’s excess cash flow should be solely directed
toward share buybacks until the share price appreciates beyond the replacement cost of MX’s assets. Further, M&G has
become repeatedly frustrated with the market valuation of the company, which M&G believes does not reflect MX’s intrinsic
value.
Read Answer Asked by andrew on March 24, 2017
Q: Hi 5i,
Through an error(on my part)in transferring a TFSA from an Advisor account to a self directed account, the monies were withdrawn in to a non registered account. I know I need to wait a year to replace the TFSA $ in the self directed. Now that I have the chance, assuming roughly equal amounts, which should go to the TFSA and which should stay in the non registered? I also have about $15,000 cash in each account. After rebalancing, can you suggest two or three more for each account? Long term horizon.
Have a good weekend.
Thanks Paul
Read Answer Asked by Paul on March 24, 2017
Q: Hi Peter and Team,

When we are adding to a position, how much capital should we commit at a time? If the goal is 5% of the total portfolio for a position, and we are say at 2.5%, would it mean buying the remaining 2.5% at that one time? Or would it mean buying as capital becomes available (i.e. buy 0.5% here and there), until the full 5% is reached.

Thanks.
Read Answer Asked by Marvin on March 24, 2017
Q: Good morning, I know you favor CCL in this industry for growht, but i can use the 5% div on RPI.UN and steer away from inetrest sensitive stocks.But is there any growth ? For some reason there is no forward PE published ? What is your actual view on this stock or would my money be better invested in ZCL or ITP in this industry ?
Thanks for the guidance ! With more of your recommended stocks I increased performance and reduced volatility !
Read Answer Asked by Denis on March 24, 2017
Q: I have 25 stocks from BE/Growth model portfolio, with thanks from 5I of $130,000. I have SIS, GUD PBH, GSY, KIN,BCE, ECN, FSZ, FTS I recently was gifted from my father's portfolio $100,000 in BAM shares. What is the short term outlook for BAM? Should I sell most now and rediversify or wait? I know I will need to do something with this as 50% of my portfolio now in 1 company is a worry. I don't have any ETF's at the moment.
Thanks for all your advice
Read Answer Asked by Craig on March 24, 2017
Q: The above companies are on my watch list. Valuations have come off a lot this year and I think there is an opportunity. Which of these do you see the most potential in?

Thanks

Chris
Read Answer Asked by Chris on March 24, 2017
Q: MND continues to spiral. I reviewed all of your responses over the past 3 months of inquiries about MND (including my own) and the general thrust is that patience is required and MND's performance needs to improve in this Q. I received the same advice for AVO and CXR and got crushed. I sometimes wonder about the fact that your firm does not actually hold these securities which supposedly gives you an unbiased position. Perhaps if you did hold the security in question, your "patience" would be tested with intensified pressure. At any rate, is MND still a keeper?

Carl
Read Answer Asked by Carl on March 24, 2017
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