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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: 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?
Read Answer Asked by Helen on March 26, 2020
Q: Please suggest replacements for the above stocks. I want to harvest some capital losses.
Read Answer Asked by Larry M. on March 26, 2020
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?
Read Answer Asked by Ozzie on March 18, 2020
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?
Read Answer Asked by Kelly on March 17, 2020
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.
Read Answer Asked by K on March 17, 2020
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.?
Read Answer Asked by Helen on March 11, 2020
Q: Hello Peter,
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards
Read Answer Asked by Rajiv on March 11, 2020
Q: I am new here in 5i and I noticed that you keep Methanex in your BE portfolio. I bought MX exactly a year ago and now I am down over 70% on this one. It's in the registered account, so tax sale wouldn't help recover losses. Also, I really don't want to sell at these levels, though I had this emotional response at every drop, wish I didn't. However, you guys are investment professionals, so, leaving emotions aside, I am wondering what motivates you to keep MX in BE portfolio despite terrible performance (I think only VET was worse stock than MX this year)? Do you see any chances or recovery here? It looks like investors gave up on MX as the stock is down 50% in the past 20 days (incl. 22% drop today).
Read Answer Asked by Jeffrey on March 10, 2020
Q: I follow your balanced portfolio and have taken opportunities in the past to harvest a tax loss and replace with another company in the same sector. I have losses in CCL.B and MX. Considering NTR in the same sector. Does this seem reasonable or is there another non gold company you would recommend. If so CCL and MX are each currently a 2% position. Would you sell both and buy a 4% NTR position or just sell one. If so which one?
Read Answer Asked by Paul on February 27, 2020
Q: I have been holding on to PVG for a few years and now thinking about making a move. Thought production would have improved over the last year....Looking to stay in the sector for diversity. Stay the course with PVG or move on? looking at KL or MX for replacement although their ride has not been great as well.
Read Answer Asked by Scott on February 21, 2020
Q: Hi guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%
Read Answer Asked by Mark on February 19, 2020
Q: I started half positions in these company’s last week. Do you think it would be best to buy full positions now or wait for a little pullback?
Read Answer Asked by sean on February 13, 2020
Q: I have some American cash that I would like to put to work but am hesitant to buy American stocks. I know there are Canadian companies that are listed in the United States. My question is, which Canadian companies that are listed in the U.S. would you buy today, based on the belief that they have the most upward potential for 2020. I would appreciate it if you could suggest 5 or 6 companies.







Read Answer Asked by Les on February 12, 2020
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