Investment Q&A

Q: Just before it’s recent pullback I purchased a half position on good momentum. Is now a good time to add to it? I’ve been burned by Methanex before and am a bit hesitant.

Q: Hi Team,

Can you comment on the quarter?

Thanks

Q: Methanex. Which companies would be comparable.I see bmo has us $60 target and it keeps going down?

Q: After you removed MX from your balanced portfolio, I waited a bit and ultimately sold for a bit of a higher price. I see that it's drifted back down to the $45ish range. Just wondering if this might be a good time to buy back in and whether there's anything in the short term that might send it back up to its recent high of $60. Thanks.

Q: can you please give earnings estimates and broker SP targets thanks

Q: Hi group Mx getting slapped (ongoing over last 3 weeks after factory shut down - looking like run for the hills your comments on buy sell hold. please

Q: Curious on what's going on with MX popped to $60ish now pulled back 20%. Thanks Mike

Q: Hi group is mx dropping because they closed a plant or? - is it a buy sell or hold bottom seems to have dropped out after recent rally. 2 nd question what do you think about NTR how much runway does it have - buy sell or hold ?thanks

Q: Methanex is tanking, do you know why ?

Q: I have a full position in MX in my TFSA. Even after the recent rally, I'm still down about 15%. It seems to be having good momentum, so I'm a bit hesitant to sell, especially when I can't claim the tax loss. But a part of me just wants to just get out and buy something like WELL, XBC, or STC.

Any thoughts, or advice? Thank you for all that you do.

Q: If I didn’t have gold exposure, what would you recommend between FNV and MX? Is it important to have gold or would MX be a better option?

Thanks.

Q: Is MX a buy at today's prices or wait for tax loss selling to set in. I took a early tax loss and 40 days is up, missed the last 30 day run lol. Would like to add back at some point but can wait into 2021 or late 2020 for some tax loss pressure.

Q: Thoughts on MX at this time?
Thanks

Q: I hold some big loss holdings, such as those above, in registered accounts. Even though there is no opportunity to claim tax losses, would it make sense to consider selling them, at least until the new year, to avoid further losses resulting from tax loss season?
Thanks for your insights

Q: What are your thoughts on MX these days? It is having s bit of a run right now but earnings report is coming and that hasn't boded well for the stock lately. Im thinking about selling it for tax loss but hate to loose out on the current momentum if it holds.
Nancy

Q: Every year I look for a beaten down company - out of favor this year but with an intact business likely to do well in future years. What should we be keeping our eyes on?

John

Q: Hi 5i team,
I haven’t asked a question in a while. The reason being is that the Q&A is so comprehensive it practically covers all of my holdings, which is great. While the bulk of my funds are in the U.S. for growth, I keep a smaller chunk in Canada, so I am not fully exposed to the U.S. dollar. I recently added some beaten up stocks, such as GIL, GOOS and MX, which are quietly moving higher almost every day. A couple could be considered value. Is this a rotational trade or are some institutional investors finally coming back to Canada?
Thanks again for the insight.
Dave

Q: Hello 5i team,
I need to crystallize some losses to neutralize some 2020 capital gains: which would you sell first (in what order)? ACQ, CXI, MX, NFI, XTC? I am reluctant to sell : ACQ right now because of its excellent momentum. ACQ seemed to be turning things around before COVID, and they seem to be doing the right things again right now. Also reluctant to sell MX and NFI because they are slowly grinding higher and having good cyclical upside potential. If I sell CXI, I would feel like selling at the bottom, I would prefer to wait to see its performance when international travel reopens a little bit more (hopefully) in 2021. That leaves XTC, but I need a little more selling than only XTC. May be only a partial sale, but each only account for 1% to 1,5% of my total portfolio.
Thank you for your collaboration, Eric

Q: These two are currently my biggest loosers, down 30% and 40% respectively, unfortunately they are in my TFSA, only there because thats where I had cash available when I liked the idea of the purchase. Admittedly I havent been in CAE very long, MX has been held much longer. With current events would you sell and move on, if so a few suggestions for this account please other than Tech please, I'm way over weight there.

Q: With a 75% loss in the above companies, is it advisable to hold for a five year period for a good return on the present value as the sale proceeds would be quite small.