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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: Good day...I hold all of your balanced portfolio but am not invested in WEF, MX or TECK but I have SJ, AEM and CCL...I only have room to buy one more basic material stock which would you buy at this time...again thanks for the great service...Eugene
Read Answer Asked by gene on April 17, 2018
Q: Which of the listed companies do you reckon has the best prospects for a 1-year hold from current levels? How about for a 10-year hold?
Read Answer Asked by Andrew on April 16, 2018
Q: I would like to mix in a number of Canadian large caps into my TFSA that have moderate pe's , lower beta and on the growthy side. Would please give me 6-8 names to pick from. Thank you.
Read Answer Asked by Richard on April 02, 2018
Q: Hello, you recently replied to a question say this stock need not be owned. My view is the same as the last person, but, if I were to sell this stock what would you recommend I replace it with. Thank you, Bill.
Read Answer Asked by Bill on March 21, 2018
Q: Which stocks in your opinion are undervalue and buy able today
Read Answer Asked by Nizar on March 21, 2018
Q: Gentlemen,
My Basic mat'l sector allocation is 3%, I have SJ (2.60% PF, +4.77% gain) and TECK.b (0.4%PF, -7% lost).
I wish to add 2% . Please give you thoughts.
Thanks
best Regards
Read Answer Asked by Djamel on March 12, 2018
Q: 5i,

I have aprox $10k left to invest in my children's RESP. My TFSA and RRSP have sufficient amount of tech stocks, and i also hold TOY, SIS, & PBH. What would be your other top 3 non-tech stocks would you recommend to invest into my RESP account?

Thank you.
Read Answer Asked by D on March 08, 2018
Q: Hello 5i team,
I appreciate your response to my question regarding "what to do in view of an impending recession".
Less equity and more fixed income would indeed make sense. I suppose that I could start with the holdings in the Income portfolio; but, of the balanced equity portfolio, which would you consider as "aggressive" and which would you consider as "more defensive".
Thanks,
Antoine
Read Answer Asked by Antoine on January 30, 2018
Q: I have the good problem of MX and WSP doing very well but now both at 2% overweight. I hate to sell stocks on a good run....time to rebalance or ride it out a bit longer. If time to rebalance what materials and industrial stock ( balanced equity portfolio follower) to buy right now with the 2% position.


Read Answer Asked by Tom on January 24, 2018
Q: Hi Peter, Ryan, and 5i staff,

For my son's 2018 TFSA contribution, please rank these stocks and one ETF in order of preference: GSY, AVO, TOY, SIS, MX, XEU. He already holds SIS (up 216%), TOY (up 50%), and MX (up 34%). He holds no European stocks and very little outside of Canada, so I think that XEU could achieve some extra diversification, with a further advantage that it's a "commission-free" ETF with Scotia iTrade. Any other suggestions would be most welcome.

His other holdings include BCE, BEP.UN, BNS, CAR.UN, ENGH, GUD, KXS, NFI, PBH, and TRP.

Thanks for such great advice! There's no way we could replicate such results without 5i at our side.
Read Answer Asked by Jerry on January 09, 2018
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!
Read Answer Asked by Jim on January 09, 2018
Q: Happy New Year to the entire 5i team. Currently I have what I consider to be a well balanced portfolio based primarily on your balanced portfolio. I have $50,000 to invest in my TFSA. I would like to invest in Canadian companies that are relatively safe yet offer solid growth opportunities now and in the future. I have chosen the above companies. Please rank them for me and can you think of others I should add or any I should leave out?
Read Answer Asked by Les on January 05, 2018
Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you
Read Answer Asked by Hali on December 18, 2017
Q: I would appreciate your advice on how to manage the more commodity based holdings in my portfolio - in this case, sepcifically Methanex although I hope one day to be faced with the same problem with my oil stocks. I tend to be a buy and hold type and only sell to keep the holding below 7% of the portfolio or if the business rational changes. Is this the best strategy to manage MX? You noted in a question the other day that you were unable to ascertain why it was rising in price. Is it best, therefore, to sell some now (I am up 20% - 30%) and keep it as a smaller holding in the portfolio or with commodities is it best to take a more "go all the way" approach and ride the commodity pricing wave so as not to sell this type of winner too early? Implicit in this strategy is the theory that the company will only do well while methanol prices are high and then the stock will drop significantly at some point. Or is my thinking all wrong and I should treat it as I would any other company?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 14, 2017
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