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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: Hi 5i,

As of today, which stocks would you purchase with a full position in an RRSP to hold for 3-5 years?

Which stocks would you consider value stocks to purchase today for 1/2 to a full position in an RRSP?

Thank you for your excellent service and advice.

Cheers,

Jerry & Debbie
Read Answer Asked by Jerry on August 18, 2017
Q: In a market like this some stocks are unfairly punished and could be an opportunity please give an opinion which is a good deal.
Read Answer Asked by Nizar on August 11, 2017
Q: Hi 5i
I hope you could clarify an issue for me. When a Canadian company, say Methanex, declares a dividend in ($ USD) but the holdings have been purchased on a Canadian Exchange, would you expect the dividend hitting one's account (which can and does hold multiple currencies) be in CDN or USD $ currency? Does the base currency of the exchange play a part in this and/or is it up to the brokers' discretion to apply a certain policy in these cases?

Thanks
Read Answer Asked by mike on July 31, 2017
Q: Hi 5i,

I currently have 14% of my portfolio in materials, which include MX (3.2%), CCL (4.25%), ZCL (3.47%) and AEM (2.84%).

I also have 12% of my portfolio in consumer non-disc, which include PBH (4.85%), DOL (3.47%) and ZZZ (3.2%).

For a growth oriented investor with 30 years until retirement what do you recommend as an appropriate allocation to materials and consumer non-disc? I will need to trim my holdings in each of these sectors to re-balance as I feel I am overweight so any suggestions on what should go?

Thank you as always,

Jon

Read Answer Asked by Jonathan on July 21, 2017
Q: Over the last month or two these companies have consistently dragged down my winning days. Your recommendations please.
Thanks so much.
Alex
Read Answer Asked by Alex on July 20, 2017
Q: Hi all,

You recently had this Q and A reply:
Q: Could you please provide your opinion on your 2 best stock ideas for the near term {6-12 mths}. Thanks Valter

5i Research Answer:
Short terms are very hard to call.
We would suggest Methanex MX and Photon PHO.

My question is what catalyst you see for each stock that make them your favourite ideas for the next year?
Read Answer Asked by Tim on July 19, 2017
Q: Greetings

You read my mind! I have been thinking of taking a position in BYD. To do so, I was planning on selling MX. I know that MX is a favoured stock.

I am not concerned about portfolio balancing but am looking for a bit more stability in my life now that I am retired.

Do you have a preference between these two stocks given my profile?

Thanks

Peter
Read Answer Asked by Peter on July 17, 2017
Q: I currently have about 5%- 7% of my portfolio in materials - SJ and MX specifically. If you accept the thesis that worldwide economic growth is improving would it be wise to also have some metals representation in my holdings or would you expect all materials to grow at the same time - i.e. a rising tide lifts all ships. I was thinking of Teck.B for this purpose if you think it is warranted. I do realize that 3 stocks are usually better than two for diversification but I only want to add (or switch) if you think I would be missing out on an important sector.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 13, 2017
Q: Why would these two companies' SP face so much headwind of last? If I'm to do an average down on just one of them, which one would you prefer? Or I should just sit back and see what's going on with them? Or perhaps just sell them and leave both?

Your insight, as always, is much appreciated.
Read Answer Asked by Victor on May 29, 2017
Q: I'm underweight in materials, energy, and utilities. My only exposure to these sectors comes through some total market ETFs I hold. With the current market conditions, would you view adding to these sectors as imperative or would it be more prudent to add to my tech and consumer holdings? If so, could you rank the value of the sectors to my portfolio (where should I stick my next investment first)? Please note, that I do plan to fill out these sector positions eventually and that I'm a young, growth investor with a long-term horizon.
Read Answer Asked by Ryan on May 24, 2017
Q: Bank and railways have performed very well, as they have a high barrier to entry. Can you suggest any other companies that are price makers?
Read Answer Asked by James on May 19, 2017
Q: Good Morning,

I asked a question a few days ago on sector allocation. Not sure why it was private. I may have checked the wrong box. Its ok to make the question public to help others here.

Anyway I did as you said and trimmed back REIT's and Financials. I purchased some tech. Added to my SVC and started a position in ET. Today I started a position in BCE. I chose BCE over T.

However I am having trouble choosing between AEM, SJ and MX for my materials purchase. Any insight would be great.

Thanks
Jimmy
Read Answer Asked by Jimmy on May 15, 2017
Q: what are your preferred stocks in the materials sector?
Read Answer Asked by M.S. on May 15, 2017
Q: These 3 companies are in my Basic Materials, Metals, Mining sector which makes up 8% of my portfolio. With a five year plus hold, would you add, swap or remove any of them and if so could you rank your choices; 1st place, 2nd place, and participant?

Thank you for your help and sharing your inside knowledge and actual experience.
Read Answer Asked by Terry on May 12, 2017
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