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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: I own all of the above in roughly equal weights in my TFSA. I am attempting to replicate your Balanced Equity Portfolio. I am also trying to get more defensive. I think I am overweight in the Info Tech sector. I am looking at a 5 year hold. I have cash to buy another position. What would your advice be - hold the cash or make a purchase. If purchase what would be your recommendation for defensive position?

Thanks for your help.
Read Answer Asked by Ron on February 22, 2019
Q: which is a better buy - TFII OR SJ OR MX at this time based on overall return perspective over 3-5 yr time frame. thanks r
Read Answer Asked by RUPINDER on February 15, 2019
Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.
Read Answer Asked by Dave on February 13, 2019
Q: I think I recall reading a Q and A about companies that have issued shares very seldom. However, I wasn't able to find the question thru text search. Could you provide the names again? Thank you.
Read Answer Asked by Harvey on February 06, 2019
Q: My materials sector(RRSP,TFSA) has CCL.B at 5% and MX at 2%. I am considering taking profit from CCL.B(approx. 1.5%) at this time and moving it to MX but acknowledge that I would not be trimming sector allocation to 5%. What would your recommendations be for both the short term and long term?
Read Answer Asked by Elizabeth on January 21, 2019
Q: My TFSA is all cash and represents 2 % of total with rest split evenly between RSP and cash account holding solid blue chip stocks.
I use for fun money usually selling if getting 20% return ( that doesn’t happen very often ! )
Am looking at equal amounts of these stocks.
Your thoughts on each one is appreciated Any other candidates?
Thanks
Derek
Read Answer Asked by Derek on January 17, 2019
Q: Good afternoon, I am looking to add 2 of the above stocks (or others if you recommend?) to a TFSA, I am tech heavy already (FB, AMZN, GOOGL, NFLX, NVDA) I am up on all of those still except NVDA. I own favorites GSY, SIS, PBH, TSGI already at full positions. These chosen stocks are all good companies, which are all down recently with the market pullback, which companies would you add? Thank you!
Read Answer Asked by Michael on January 14, 2019
Q: Hi Gang,
Have some cash available and would like to know your thoughts on the above, looking buy 3 or 4 of the above.

Thanks
Anthony
Read Answer Asked by Anthony on January 14, 2019
Q: Hello 5I,
Last summer Peter wrote an article about 5 possible takeover candidates in the Financial Post. Wouls you still consider them potential takeover candidates today and have the rational / $ matrix changed for each of them?
Thank you very much!
Read Answer Asked by Francois on January 14, 2019
Q: Comment and a question; About 40 years ago I was junior eng. on a non-starting LNG export project from Canada's Prince Rupert area to Japan. In the evaluation stage LNG was compared to methanol as a vehicle to transport methane (natural gas) to market and I heard that Japan would not import methanol due to its solubility in water and toxicity to fish as this was deemed too risky to a major source of food for Japan. I appreciate that there are methanol markets where this is not a consideration and that methanol is only one component of diverse energy and petchem supply. However, could you or your members or Public Affairs at Methanex add any relevant info on this subject.
I have no investment in Metanex. Private or public is OK.

Thanks for your insight, as always.
Cyril
Read Answer Asked by Pat & Cyril on January 10, 2019
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