Investment Q&A

Q: I'm picking between buying CCL.B and SJ in the material sector. Which do you prefer right and why?

Q: My TFSA Account is primarily made up of the stocks indicated above. In 2017, my net performance was around 2.8%. Would you provide suggestions for a growth stock with reasonable valuations that might help boost performance in 2018 and advise on a reasonable price for point of entry? Also, are there stocks that I hold that you view as a trade at this point with the goal of achieving a reasonable return with moderate risk?

Q: Looking to add two of these names to my TFSA. Which two do you think offers the best growth over a 5-7 year period?
Thanks

Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?

Q: I'm about to transfer stocks from RRIFs to TFSAs, and am wondering which of each pair below has the best growth possibilities:
1: PKI vs CCL.B
2: SJ vs MX
Thanks for your great service!

Q: good time to add to a half position??

Q: Is this a good entry point after recent steady decline?Thanks for U usual great views & services. Eagerly awaiting U monthly update

Q: If we expect a trend towards more internet/online shopping (eg. Amazon), is there an investing opportunity in companies that provide packaging for this type of service? Personally, as I've used more online shopping, I've used Canada Post/UPS/FedEx significantly more, and I've been recycling a lot of cardboard boxes. Would CCL.B or WPK have any positive exposure to this type of trend? Any other companies that would?

Q: I want to invest in either MG or CCL.B & am leaning towards MG. Which would you suggest considering that I won't have too much in the sector[s] regardless of which stock I choose?Which is cheaper& has the most potential for growth & dividend increases?
Thanks as always for your great advice.
Dave

Q: Is there any growth left in these stocks or are they in a consolidation phase?
Which other stocks would have better potential to move higher?
Thanks.

Q: Hi team,

Could you please provide a valuation comparison on these two companies, insider ownership, ROE and your general preference?

Many thanks

Q: For a "Well Diversified" and "Forever" Portfolio in Materials Sector, what would be your top 2 choices for long-term holds and rationale.

Q: Hi Team,
I have held a position on ITP for a few years now and currently up by about 35%. I am thinking of replacing ITP with CCL.B. Can I please have your comments on this move?
Cheers,

Q: Hi There,
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You

Q: Hi Peter and Team,
For this year's RRIF payment, I need to sell approximately 14K of stocks as I've been almost fully invested over the last year, in large measure due to 5i's superb recommendations. The stocks listed above are in sectors where I am overweight. I have several questions, so please deduct credits as you see fit:
(1) If I sold CGX outright, I'd obtain roughly 14K and would reduce my total number of holdings and lower my overweight consumer discretionary stocks. Even though CGX has fallen from its lofty heights, I'm still up, especially when factoring in the accumulated dividends. Also, there would be only one sell transaction. Are you OK with this plan?
(2) Are there any others in the list that could/should be an outright sell?
(3) Or, would a better plan be to reduce holdings in each stock by taking profits?
Of course, this would mean more sell transaction fees.

As always, I defer to your recommendations, and have been rewarded for doing so. Thanks in advance.

Q: The laggards in my portfolio are currently NFI, CCL, GTE (only oil & gas exposure) and CBL. Would you suggest dumping any of these names/replacing them with other names or would you suggest holding them for now? Thanks for the great service.

Q: Hi guys, I'm looking at your response to 'who's likely to suffer when NAFTA gets torn up' (which seems increasingly likely)... I have held these for a long time and been VERY happy with all of them, but is it time to trim them down? Do you think the NAFTA threat is sufficiently priced in? I'd love to get your thoughts on each one. Thanks! PS -- you can ding me for 5 questions :-)

Q: Hi

Based on Ryan's reply to the questions asked on the 3 companies mentioned above today on BNN.
Would it be wise to sell them now or reduce my position?
If yes, what would you suggest to replace them with?
Looking for growth first and a dividend is always nice.
Thank you
Mike

Q: Dear Team,
Please provide info on these companies. I also value your opinion on preference rating.
Thank you!

Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter