I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
Q: CCL.b reports next week and I'd like to know your level of concern about them around this Qtr. I'm trying to get a sense as to their possible sensitivity to input cost inflation. So I'd like to know your thoughts around them perhaps meeting/exceeding this reporting qtr BUT commentary that they are uncertain/fearful around next qtr due to supply chain constraints/inflation. Lots of companies seem to be beating their numbers but getting hammered because of supply chain commentary on conference call. Basically asking what CCL's sensitivity is to the current narrative around supply chains/inflation. Thank you as always.
Q: How do you see this company managing in an inflationary environment? Do you see this as a good entry point? Are there other names in this sector you would prefer right now? Interested in dividends. Thank you!
Q: What is the reason for CCL's anaemic performance over the last 4-5 years? What is your outlook on the company? How would you you view a switch to RPI or IFX in today's market environment?
Thanks
Q: Hi, for my TFSA I primarily hold small dividend with steady growth companies, to keep things somewhat stable. STC is the exception. I have room for one more company.
With that in mind could you suggest 3 stocks that may fit in with what i already have, keeping sector diversity in mind. ( I also have ATD.B in another account)
Thanks, really enjoy your platform and service to the small investors.
Q: CCL.B is near its all time high. Do you see much upside going forward? Wondering whether to continue to hold or take my profits and find something else.
Q: Hello,
I wish to bring up some percentage allocation in one or two of the above companies from the balanced portfolio and was wondering how you would rate them for (1) growth and (2) safety over next, say three years. Thanks for your great service!
Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.
Q: I need to increase my material sector weighting. So what Canadian & US growth and value oriented material sector stocks would i5Reseach recommend. Thanks … Cal
Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!
Q: Hi, I have these stocks in my Tfsa account, and looking to add two more . Keeping the sector in mind , would like a couple suggestion on a (small dividend if possible) steady growth stock. Was looking at SLF or X but not sure.
Thanks