Investment Q&A

Q: Peter et al:
I have big losses on canfor pulp and western forest products, and have included them in my tax loss selling? Should I buy them back? Interest in these stocks has completely subsided, which makes me think that in a few years when the price is up a lot, we will hear about them every day! Please advise, with a detailed explanation. Also, would you kindly render your opinions on canfor , which Jimmy Pattison wanted so badly, and now no one mentions. Also, opinions on Interfor, and WFG, which you like a lot more, but never get any questions about. A big shortage in housing, and lumber stocks in the dumpster!!!!. They will have their day in the sun. Help me to determine that time frame. Charge me accordingly. Much appreciated.
BEN.

Q: Hi Peter and Staff
Long time holder of NTR and have whittled my materials to just this one with a 1% weighting . Selling now at this price seems like a bad idea but with the premise “it doesn’t care what you paid for it “ for a long term hold , do you favour it , SJ or TECK.B and why ?

Thanks for all you do
Dennis

Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?

Q: Hello, I think I made a mistake in buying WFG. It has not done well and is at the mercy of lumber prices and the government (I think?). I used to own SJ and it may have more control of it's destiny. Your thoughts please. Frankly I'm starting to think I don't need materials as there is too many, copper, lumber, steel, gold..... I also own AEM in the sector. How do I choose? I prefer a safer less cyclical stock if that's possible in this sector. Any advise would be appreciated. Thank you.

Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?

Q: I see RBC came out qith a mixed call on the wood sector. Isare there any here that look like the have growth in income and share price? How heartily would you recommend them?

Q: Are lumber stocks bottoming out ? would you start buying ? what are you looking out for..interest rates ...

Q: Canada could have a construction/housing boom in the next few years. What equities would you buy to participate in this move?

Q: Thoughts on Interfor Q2 results and is it more of a buy now or wait and see?

Q: Is now a good time to start a position in a lumber company or home builders? If so can you suggest some?

Thanks

Mike

Q: Wondering what your pick would be as the best Cdn forest products company to play a rebound.

Q: Hi 5i
I would like to replace AEM in my LIF account with another basic material holding. My goal is growth. Both NTR and WFG are looking interesting now. Could you give your opinion of which would likely be the better play for a long term. With the pending slow down/recession would you switch now or wait?
Thanks

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

Q: Which of these two companies would do better through a recession from their current price levels and why?

My thanks.

Q: Hello,

Thanks for the response to my earlier question regarding which of the income stocks you would hold in a TFSA. Can you comment on my first statement regarding the illiquidity of the stock and how that would cause someone with a significant investment to be challenged in acquiring as much as what the daily volume has been? I have never thought of myself as a MM and I prefer not to be. Thanks.

Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.

Q: Can you please give me two top picks for the materials sector in both Canada and the US. Also a few thoughts on the reasons for your choices. Thank you.

Q: Deal terms are not yet available for the WFG buyout, I own 150 shares, bought at 113/share a few weeks back.

What are your initial thoughts? Hold and tender to the bid (whatever it is, presumably higher than $125 CAD/share)? Hold out for a white knight (seems unlikely)? Sell now and capture the gain in case the deal falls apart?

Something else?

Thanks for your time

Q: Thoughts on the deal?

Q: I have losses in these four equities (between 10% and 25%) and was contemplating selling them. Would you continue to hold onto these equities or would you sell? What order would you sell them in?