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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 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
Q: Hello Peter,

Being a relatively long term member, I have greatly benefited from having my portfolio mimic the 5i Balanced portfolio and a selection from the 5i Growth Stocks. I have not yet sold out of WCP and switched to SU. Before I do, I was wondering you thoughts on taking the WCP proceeds and adding to MX instead? I am growing impatient waiting for an Energy turnaround and MX seems to trade like one anyway, but I like the fundamentals more. I already have a full position in ENB. Some commentators on CNBC (i.e. Cramer) is of the opinion that millennial fund manager hate fossil fuels, so oil stocks may be in the doldrums for a long time, or worse broken stocks forever. Of course, this could very well be a bottom when everyone "hates" this group.

As always, thanks for the continued great service!
Angelo
Read Answer Asked by Angelo on February 04, 2020
Q: Hello 5i team,
MX paid US$414 million in 2018 to buy back just over 6 million shares. What is 5i's view of management doing this near the highest the shares have traded over a multi-year period? Does 5i feel that MX's large Venture Capital shareholder exerted undue influence to make this happen?
Finally, what is 5i's view of taking a partial position in MX at this time?
Thank you. Edward
Read Answer Asked by Edward on February 03, 2020
Q: Which of these two stocks do you think has a better prospect for recovery within a 1-3 year time frame? Even with TOU's superb management and execution, it seems to be on a similar trajectory as GUD: a great stock for your grandchildren.

Thanks.
Read Answer Asked by Joel on February 03, 2020
Q: Hello 5i,

I sold my holding in MX on January 16 for a tax loss to help offset my gains in BYD. I also sold NFI for the same reason. I’ll need to find one more by the end of the year to even it all out.

I intend on buying them both back after the 30 day waiting period.

My question, as it pertains to both, if the SP has fallen substantially, does one invest the same dollar amount and buy more shares, or would one buy the same number of shares and keep the cash left over for other purchases? I’m leaning to reinvesting the whole amount back in to each Company. I respect that that is a personal decision on weighting’s, but I would prefer your personal opinion based on experience.

PS, I picked up TRI yesterday after selling TOY. Trying to be prescient.

Thx for providing the service, to date, based on the Balanced Portfolio, my holdings are about to eclipse my wife’s, who uses a service that clocks in at 700/month, For her LIRA, RRSP, and TFSA’s. PSA, that!

Best regards,

Kelly
Read Answer Asked by Kelly on February 03, 2020
Q: I hold the following in my balanced equity type portfolio and they all represent less than a half position, either because they have dropped or because they have not kept up with the rest of the portfolio. I have enough new money to top up 4 or 5 of them to their original weightings. Which would you top up at this point and which would you simply let go?
Read Answer Asked by Rod on January 29, 2020
Q: Hello,
Would you add to these positions ? 5 year + hold.
Any favorites ? Your general comments are always appreciated !
Thank you

Read Answer Asked by Pierre on January 28, 2020
Q: I am looking to take a position in a commodity. Can you suggest one or two companies you expect to do well over the next 2-3 years?
Read Answer Asked by Danny on January 20, 2020
Q: Hello 5i team,.
I have MX and TFII in my margin account that I'm thinking of selling to claim the capital loss.
Do you expect these two stock prices to go up significantly in the next 30 days?
Would you advise to buy them back after the 30 days?
Thanks
Read Answer Asked by Marco on December 12, 2019
Q: Hello

I sold some MX stock for tax loss purposes. I would like to know if you still consider the company as a reliable one and if you recommend buying back the stock in the hope that it will do better in 2020.
What drives the price of methanol? Is the price down due to China/ Us trade war or it is because of China and Canada tension? Is the stock tied to oil demand and price?
Do you see the price moving in an upward trend in 2020 with their 6 year gas supply deal with Chile operations?
Based on your analysis, what is your overall view on MX?

Thanks

Read Answer Asked by Kristelle on December 10, 2019
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