Investment Q&A

Q: As a contrarian investor, I can’t help but think the forestry sector is closer to a bottom rather than a top. If you wanted to play the sector what would be your top 2-3 ideas?

Q: Anything moving SJ today? and would you be a buyer ? of a full position today?( no question credit please as SJ is covered by your reports.

Q: Hi,

I need to raise some cash.

What would be your order to sell of the stocks listed, for a long-term, somewhat growth oriented investor.

Thank you,
CG

Q: Hi guys,
I have money to add to an RRSP account that currently has CCO, DOL, BN, and L. I’m retired and looking for steady eddys. Each of these has worked well and I will continue to hold. I’d like to add one between MG, NA, CSU, SJ, GRT.UN. Or perhaps something else you would recommend. I understand these are all completely different companies. Sector is unimportant. Just something that is solid as a rock and to hold before converting to RRIF in 5 years

Q: Your thoughts please on the quarter ? Thx I believe this is covered by your reports.

Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.

Q: Your thoughts please on the latest acquisition?

Q: Is lumber in the basic materials group?
Could you recommend one or two lumber stocks (Canadian or US) that might have the best growth potential going forward?
Thank you.

Q: Your thoughts please on the quarter?Thx

Q: Your thoughts please on the quarter?

Thx

Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Q: I'm considering shareholder yield as a factor for investing. Can I have your opinion of such a strategy and is there a favourable/preferred % when looking at companies? Finally, would you have 5 US and 5 TSX companies that you would choose when considering this approach? Dock me as many questions as you like and thanks!

Q: hi 5i. sorry for the number of equities in this. you seem to like all (most?) of these companies. I have none of these in my portfolio, but have been trying to get in at lower prices. can you please rank as buy, sell, or hold. can you flag any that you have more concern with re the uncertain investing markets right now ie any to totally avoid? could you give a price point at which you would be buyers of the equities.
cheers and thanks, Chris

Q: Regardless of sector and size, would you initiate positions in these stocks? In which order?

Q: Thoughts on the quarter please?

Thx

Q: You have previously stated the current price is good entry point for SJ. Given the political climate in the US and the threat of tariffs, would you consider this a buy right now or would you hold off?

Q: Hello 5i staff
I have a portfolio consisting in a few etf’s and a few stocks for the American side. One of these is a small cap etf. On the Canadian side it have mostly large blue chip stocks. CSU, BNT, etc. These are mostly at the full 5% quota. I keep some of these smaller stocks, I suppose because I enjoy winning. The problem, though, is that I hate losing. I keep the amount of these smaller stocks small because of that fear of losing, I suppose. They are often between one and two per cent of a fairly large portfolio, which is low percentage wise, but still quite high dollar wise. I am an advancing senior with moderate risk profile. Have a modest pension, which allows us mostly to live without touching investments. I have been wondering lately whether I should just bite the bullet, take the risk and add more to these fast growers ( and from time to time, fast losers) or whether I should just sell them all and consolidate in the larger stocks and etf’s. especially since I can say that I have won the game? Perhaps I could keep a few for fun. But, I guess that is what I am doing now. I know that you cannot give personal advice. But, I find that you usually have interesting things to say about these kinds of situations. As well, it has been cathartic and possibly helpful for me just to frame the question.
Thanks for all the help you offer us

Q: Dou think this is agood entry point for Stella Jones? What is your opinion of the stock> Thanks

Q: Just to build on the question from Allan today (Nov. 8th) and your answer, can you re-visit your most recent report on SJ and make some comments on what what might change if you were updating that report today? I consider your reports a fundamental and valuable component of your service, and when I re-read your report with the information that we now have there are few things that don’t seem to track. Based on the ratings criteria is this now a B+ (or even B) company? I know “post-mortem” is too dramatic, but maybe a report “de-brief” is in order?

Q: I know they missed on the qtr, but wow, what a reaction! Is this overdone? Does is feel like a good opportunity to get into a generally pretty awesome company?