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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: 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
Q: Hi 5i,

I've dumped some underperforming stocks this month to harvest tax losses and so now am sitting on some cash to deploy.

Notwithstanding that I may repurchase a few that I still like after 30 days, I would love to get your "as-of-this-moment" Top 3 Canadian equities that you would throw some money at if it fell into your lap.

Criteria would be:

1. Must be Canadian
2. Sector is irrelevant - assume its a small part of a wider, well-balanced portfolio.
3. Dividends not relevant
4. Held in a cash account
5. 3-5 year hold

Thanks!
Read Answer Asked by Ryan on December 09, 2019
Q: Hi Team,
Can you suggest similar sector/quality stocks to replace the following stocks which I like to do the tax loss selling and would like to stay with the sector !
PD - loss 39%
MX - loss 32%
TCL.a - loss 25%
VET - loss 30%
WFT - loss 15%
Please deduct my credits as needed.
Thank you as always !
Tak
Read Answer Asked by Tak on December 02, 2019
Q: Which 6 top Canadian companies do you consider the best tax year selling purchase for this year?
Read Answer Asked by john on November 29, 2019
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