Q: Good Morning 5i
WEED/Constellation deal completed and a Fundamental Change news release today. Market sort of ho hum on information which is I guess expected as news is old. Anything in the document that peaks an interest.
Thanks for taking a look!
Q: So far I have not invested in any reits. What are your thoughts on dream global reit or would you suggest something else. This would be for a 5 year hold.
Thanks
Q: Hi,
thanks to 5i, my portfolio is fairly well diversified and overall doing quite well. The equities listed in this question are the ones I'm down on the most, some are near 25-50% losses. What general guidelines help determine whether to sell these 'losers' and move the remaining funds to other stocks or whether to continue to hold? Can you list each of these with a buy/sell/hold on a longer term (20 yr) view, these are all 1-5% each of the total portfolio. Deduct as many credits as needed since there are really two questions here.
Q: Hello 5i Team,
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.
I appreciate your response and thank you for the great service you offer.
Q: Which looks the best to you ccl.b, transcontinental, tcl.a or intertape. itp ? Any others in packaging, labels etc.look good ? Any of these associated with Amazon ? RAK
Q: Peter could you please give me your opinion on this small company that has come up with a test to diagnosis early stage dementia. Sounds very interesting. Is it to early to put some money to work?
Thank you!
The last question about AIF was on August 8. We are down about $2700 on 572 shares in an otherwise balanced portfolio. What is your current opinion? Is it a sell or hold?
Q: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).
I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.