Investment Q&A

Q: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!

Q: Still positive concerning Methanex?

Q: Hello, 5i team!
I wondered why MX has collapsed? Is this company a sell or hold or a buy?
Thank You

Q: Hello, 5i team! Thinking about additional investment in material sector + dividend part. Already own about 500 shares of POT in RRSP, now thinking is it good time to add say 100 shares of AGU before merger? I consider potash as a reliable area of long-term investment but would be glad to think about the alternatives as well... Your comments are highly appreciated! Thank you!

Q: My question relates to your insights on sector performance. Consider WLKP (Westlake) CINR (Ciner) BAK (Braskem) (these are 3 US stocks) and MX (Methanex) (Canadian) , which might be characterized as base chemicals. What view do you have on this sectors performance, or individual performance?

Q: Methanax saw a nearly 10% run up on its unexpected earnings report. Is it too rich now to hold, where other options should be explored, or do you see further appreciation over the coming year?

Q: What are your thoughts on Methanex's Q4 results announced last night, which look pretty strong on an initial look?
Thanks

Q: SJ is currently the only holding I have categorized as materials. I have about a 10 year time frame. If I wanted to hold only one materials company, would a switch to MX make sense given its better momentum and dividend? Thank you.

Q: Hello 5i team,
I own a full position of CHE since 2012 and my total return of over 10% compound annual is mostly yield. As of recently, I also own half a position in MX. The other player in the field is SPB which I do not own.
(1) If you had to select only one, would it be MX?
(2) Is there a case to be made owning a position in all 3?
Thanks,
Antoine

Q: Hi There,
I am currently considering adding a position in my kids RESP account of one of the three companies, CCL.B, MX or OTC.
I currently hold BNS,FFH, MG and REI.UN in this account. I am looking at a 7 year plus time frame before the funds are needed.
Please advise which of the three you think would be the best fit, or any other suggestions that you might recommend.
Thank you for your help.

Q: Hi 5i team,
Is there something going on with methanex corp?

It is no longer trade it in my account.
Andrew

Q: Its gone up a lot since you added. Is it too late for me to buy?

Q: I'm looking to eventually add both of these but only have cash for one at the moment. Which would you open a position in today?

Q: In a reply today, you suggested a swap of SJ for MX for quality. In the past five years, MX is up 182% and SJ is double at 363%. Am I missing something here?. You recently added MX to your Balanced Equity portfolio and I would like to follow it but lack the cash right now. SJ is certainly "correcting" but is still in your portfolio. Are you expecting softer returns going forward?

Q: I am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.

Q: I am having trouble looking at the balance sheet and figuring it out. On the face of it does not look strong in my opinion. What am I missing. Thanks:)

Q: Reviewed your reply on above, and in view of the current runup is this buyable at todays prices. Do you feel there could be a pull back?
Thanks

Q: Can you see any reason for the 8%+ jump today?

Thanks


Sheldon

Q: Hi Peter and staff
I assume MX is still a good add after the big up in the day before you added it to the. Balanced portfolio?
If so I plan on adding it . Please list the first one below you drop to add some as well as the next suspect to go for it in order and reasoning

AIM
ACQ
DH
DIV
WIN

Thanks for all you do
Dennis

Q: Hello - thanks for your great service! I have 2 questions. The first is in regards to the Balanced Equity Portfolio. I follow it fairly closely and I noticed that you suggest a 5% weighting in each name, however it looks like it has grown from 20 names to about 23 names. Would you then begin each name with a ~4% weighting as opposed to 5%? If so, at what percentage would you trim the weighting? Would it still be at 7% as per previously suggested or would you say 6% if the starting point is about 4%?

My second question is in regards to starting a position in MX. Generally I will add names as soon as it gets added to the BE Portfolio. I saw it had a big run up today. With today's big run up, would you be comfortable taking a full position in it at the closing price today or would you wait for a lower entry point? If so, what would that be?

Thanks again for your great service!