Q: Thoughts on this company as things start to open up ?
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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: Please comment on current quarter results/outlook for these two companies. Thanks, regards Greg
- Covalon Technologies Ltd. (COV)
- Park Lawn Corporation (PLC)
- Photon Control Inc. (PHO)
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- Methanex Corporation (MX)
- CAE Inc. (CAE)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Alaris Equity Partners Income Trust (AD.UN)
- ATS Corporation (ATS)
- Great Canadian Gaming Corporation (GC)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- ECN Capital Corp. (ECN)
Q: Good Morning
I currently have 37 positions spread over 3 accounts(RRSP,TFSA,INVEST). Most if not all are or at one time been in 5i’s model portfolios. Many of these are currently at 1.5% or less and although I believe they all have varying levels of potential their current weighting in my overall portfolio will have little impact unless they all go up. I believe I should consolidate the listed group, do you agree and if so which ones would you keep? Proceeds would be added to the remaining names.
Thank you for your continued advice and guidance.
As a side note you advice regarding non action in turbulent times is proof positive. Aside from harvesting some tax losses and buying proxies for a handful of names, my portfolio is now bordering on even for the year.
Publish if you wish
I currently have 37 positions spread over 3 accounts(RRSP,TFSA,INVEST). Most if not all are or at one time been in 5i’s model portfolios. Many of these are currently at 1.5% or less and although I believe they all have varying levels of potential their current weighting in my overall portfolio will have little impact unless they all go up. I believe I should consolidate the listed group, do you agree and if so which ones would you keep? Proceeds would be added to the remaining names.
Thank you for your continued advice and guidance.
As a side note you advice regarding non action in turbulent times is proof positive. Aside from harvesting some tax losses and buying proxies for a handful of names, my portfolio is now bordering on even for the year.
Publish if you wish
Q: Your thoughts on these 2 companies for longer term investors. Are the dividends safe(ish?)
Thanks
Thanks
Q: Can you please provide upcoming May 6th, Q results, expected , consensus etc.
Thanks
Thanks
- AltaGas Ltd. (ALA)
- H&R Real Estate Investment Trust (HR.UN)
- Methanex Corporation (MX)
- Chartwell Retirement Residences (CSH.UN)
- Western Forest Products Inc. (WEF)
- Brookfield Property Partners L.P. (BPY.UN)
Q: I have held these for income and am down substantially. . All are in registered accounts. Are any of them in danger of bankruptcy? Are any worth holding and/or adding to at this time?
Thanks
Gary
Thanks
Gary
Q: Down 65%, I am considering selling for tax loss opportunities this year (and last). Since it appears to be the dominant producer in its space, do you have any suggested proxies (or other near proxy approaches) ?
Q: HI Gentlemen,
I, like most on this board, tend to buy stocks that you put then into your portfolios and sell the stocks when you remove them.
You also seem to instill in us the investment practice not to panic in crazy markets when there is no bid for the equities, for this too shall pass.
So, I was rather surprised in your March 17th email to us suggesting you were going to take MX and CSH.un out of the portfolios.
On march 17th MX was approx 65% lower than it was in the prior month, and the lowest its been in the past 10 years.
On March 17th CSH.UN was approximately 50% lower than it was the prior week.
My question is two fold.
Why did you sell at decade lows when there was ample warning that things were going poorly for these companies? MX was been plummeting more or less since 2018 when it was $100. What took you so long to sell and why at the multi year low?
If you waited this long and the stock had been performing so poorly why did you not revert back to your philosophy on how selling stocks in this type of market might not be the most rational idea.
MX is +30% since it was removed from the portfolio and
CSH.un is +18% approx.
I'm not using 20/20 vision here I am talking about investment philosophy on these 2 issues.
Thanks
Sheldon
Sheldon
I, like most on this board, tend to buy stocks that you put then into your portfolios and sell the stocks when you remove them.
You also seem to instill in us the investment practice not to panic in crazy markets when there is no bid for the equities, for this too shall pass.
So, I was rather surprised in your March 17th email to us suggesting you were going to take MX and CSH.un out of the portfolios.
On march 17th MX was approx 65% lower than it was in the prior month, and the lowest its been in the past 10 years.
On March 17th CSH.UN was approximately 50% lower than it was the prior week.
My question is two fold.
Why did you sell at decade lows when there was ample warning that things were going poorly for these companies? MX was been plummeting more or less since 2018 when it was $100. What took you so long to sell and why at the multi year low?
If you waited this long and the stock had been performing so poorly why did you not revert back to your philosophy on how selling stocks in this type of market might not be the most rational idea.
MX is +30% since it was removed from the portfolio and
CSH.un is +18% approx.
I'm not using 20/20 vision here I am talking about investment philosophy on these 2 issues.
Thanks
Sheldon
Sheldon
Q: On March 26th, in answer to a question, you said you removed MX from the balanced portfolio. When did this happen?
Q: With today’s PR, do you think the dividend is safer. If they were going to cut they would have done so today. I know they can still change their their mind, but what are the odds.?
Also, do you think methanol prices recover faster than oil in the next say 1 year.
Lastly would you average down ?
Thanks
Also, do you think methanol prices recover faster than oil in the next say 1 year.
Lastly would you average down ?
Thanks
- Saputo Inc. (SAP)
- Methanex Corporation (MX)
- Parkland Corporation (PKI)
- Tricon Residential Inc. (TCN)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Nutrien Ltd. (NTR)
- CCL Industries Inc (CCLA)
Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!
- Photon Control Inc. (PHO)
- Methanex Corporation (MX)
- NFI Group Inc. (NFI)
- Parex Resources Inc. (PXT)
- Intertape Polymer Group Inc. (ITP)
- Premium Brands Holdings Corporation (PBH)
- Hardwoods Distribution Inc. (HDI)
- Sienna Senior Living Inc. (SIA)
Q: The above TFSA holdings have not performed well and of course, are not eligible as tax loss harvesting. This is one of the potential downsides of TFSA investments. Please give me your thoughts on which ones you would move on from and without worrying about sectors, some replacements you think will recover well. Thanks again for your guidance.
Q: Methanex was $13.25 last Wednesday when I was contemplating averaging down my $55.00 price. Today it is $21.06. Who is buying? Someone for a possible buy out of the company? I cant help but think that with plants idling everywhere, when the virus is over (whenever that is) we will have super inflation the likes of what we have never seen. No supply and tons of demand. Am I right and who would be interested in Methanex, if anyone. Do you think it is too late now to average in?
- Canadian Imperial Bank Of Commerce (CM)
- Methanex Corporation (MX)
- Fairfax India Holdings Corp (FFXDF)
Q: Please suggest replacements for the above stocks. I want to harvest some capital losses.
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Methanex Corporation (MX)
- Algonquin Power & Utilities Corp. (AQN)
Q: What would you replace MX with or would you stay away from this sector for now? What would you replace AD with?
Thanks for your service?
Thanks for your service?
Q: Hi,
I just received your market update and was a bit caught off guard that you have decided to remove MX from the BP. While I am not surprised, it was somewhat irksome as I had sold it in January and had just purchased it back the other day. My question is, based on my much lower entry point, does a hold make sense at this point?
I just received your market update and was a bit caught off guard that you have decided to remove MX from the BP. While I am not surprised, it was somewhat irksome as I had sold it in January and had just purchased it back the other day. My question is, based on my much lower entry point, does a hold make sense at this point?
- Methanex Corporation (MX)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Would you buy any of these companies at this time? Would appreciate reasons for your answer. This will be in my cash account, 2-3 year hold, medium to high risk. Thanks.
Q: Hello 5i,
Thank you for your invaluable advice in this challenging time. Would you hold or sell Methanex right now with 55% loss on what was a full position?
G
Thank you for your invaluable advice in this challenging time. Would you hold or sell Methanex right now with 55% loss on what was a full position?
G
Q: What is their debt? Can they survive if there is prolonged recession?
Thanks,
Milan
Thanks,
Milan
Q: In the 2008 downturn methanex went to $7.00 yikes! Now it is trading at or just below book value. I have a 50 percent loss. Would you endorse buying 100 shares a week for the next two months to average down the price. It must be nearing a bottom if this is not 2008. Or a falling knife to $7.00.?