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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: Hi 5i
According to the Portfolio Analytics, I should be reducing my exposure to consumer cyclical stocks from 15% down to 10% of my overall portfolio, and I agree I should reduce 3-5%. I currently have MG-3%, CCL.B-4.5%, BYD.UN-4.5%, GIL-2% and the big laggard TSGI-only 1% of my portfolio now.
I'm considering selling TSGI (50% loss) as I'm getting fed up with it, in addition to one of either GIL or MG. What is your opinion on this approach, and would you sell GIL or MG at this time? I'd also like to hear if you would advise a different approach to reducing my exposure. Thanks very much!
Read Answer Asked by Lois on August 07, 2019
Q: Hi Guys,

If one believes that the Canadian dollar is about to strengthen over the coming year, what are good ways to take advantage of that?

Am I correct in that my non-hedged ETFs such as VGRO and XAW would come under pressure? Are there any companies that would meaningfully benefit from a stronger Canadian dollar?

Read Answer Asked by Michael on June 20, 2019
Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?
Read Answer Asked by David on June 03, 2019
Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald
Read Answer Asked by Ronald on May 21, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: Hello 5i,

I only have enough cash for one position. Which of SU or GIL would you pick up first?

Or would you wait for the dust to settle. I will be purchasing both eventually once I dispose of other holdings.

In order of preference please.

Thanks,

KC
Read Answer Asked by Kelly on May 03, 2019
Q: I was wondering if you could recommend some stocks that trade on the tsx that pay dividends in US money. I believe pif does, could you name some others.
Read Answer Asked by Anthony on April 09, 2019
Q: Hi Peter, Ryan, and Team,

Across all accounts, our sector allocations need re-balancing. I'm trying to re-allocate money only in stocks that are already held. In the Consumer Discretionary space, should I add to GIL and/or MG today? (GIL is 2.75% and MG is 2.92% of the total portfolio)

Thanks as always for the timely advice.
Read Answer Asked by Jerry on January 14, 2019
Q: Could you comment on Carrick's article about the Connolly report. The prospects for CNR ( I always chicken out on CNR and then it goes higher). Are there similar strategies that appear to predict long term growth that you like ? And perhaps another name you like ?

Thanks for all yoru support,
Mark
Read Answer Asked by Mark on December 04, 2018
Q: Recently President Xi gave a speech indicating the intention to open up the Chinese economy, including " lowering tariffs for autos and other products and enforcing the legal intellectual property of foreign firms".These are things the Trump administration is seeking. Also in a recent dinner talk David MacNaughton indicated pressure from American farmers to reach a resolution.

Have you any thoughts on the possibility of the trade dispute being resolved and which of the 5i stocks would respond most positively?
Mike
Read Answer Asked by michael on November 19, 2018
Q: Hi Peter, Ryan, and Team,

I'm certainly not complaining, but can you account for the pleasant surprise from Gildan yesterday (up 21.6%)? It's been languishing lately and this bounce was very welcome.

Also, thanks very much for the ECI recommendation. My TFSA benefited greatly from this stock.
Read Answer Asked by Jerry on August 03, 2018
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