Investment Q&A

Q: Your opinion on chances of recovery in the next thirty or so days if sold for tax loss this week?
Many thanks guys.

Q: My belief is that the China/US trade talk will ultimately get resolved (or at least trend to a more positive tone, especially as we head closer to the Nov 2020 election). Would you be a buyer of Teck today? Full position? Half position?

Q: What are your thoughts on buying this stock

Q: What is your opinion in Teck. I am surprised to see that no questions had been asked in the database.
Thank you.

Q: I see you like this company here? Is this not the wrong time to buy resource companies? Better to buy when there is a recession and PE goes through the roof - ready for next business cycle. Pay no dividends. I don't see a case to buy any of them; so, would be interested in your rationale.

Q: Looking at taking advantage of the recent sell-off in base metal miners to initiate a position in one of them. Which of the above would you prefer, or do you have another Canadian listed suggestion?
Thanks

Q: If you were to rate this company, what would be its rating? Do you consider it cheap at current price?

Q: I own these 2 companies and up 5%.What do you think is driving these stock prices up?

And second question,these 2 companies are part of balanced portfolio which I am removing cyclical companies,at what point in this up cycle would you recommend selling?

Thanks

Q: Could I please have your opinion on these 2 companies I consider selling to re-invest the funds in different companies?

Q: Hi 5i team
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J

Q: What is your opinion on Teck Resources warning this morning that profit will drop by nearly 1/3 from previous estimate, main reason they are blaming the discount of WCS to WTI? But that situation is now behind since the spread had been narrowing, would you buy it on weakness here?

Q: Do you think a tactical switch from TECK.B to PKI would make sense at this time? With full awareness that this is a sector change.

Q: Other than not adding any further value to the company is there any other reason why this company should be sold?

Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted

Q: I am planning to realize losses on the above companies to offset capital gains with a plan to repurchase after 30 days. In order to maintain sector exposure in the intervening period I would like identify proxies for each holding. My thinking is as follows:

TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG

Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.

Q: Hi Guys,

I sold WCP for the tax loss in October. Since then it has declined from $8 to $5. Any suggestions as to when to buy back, or would you suggest any other replacement, say VET?

Still hanging on to Teck at a big decline. Was concerned that they would bring on a partner for their copper mine in Peru. Any point in waiting longer or will a deal not be of any impact?

Thanks,

KC

Q: Which of the above would buy today for a long-term hold in a growth-oriented portfolio?

Q: At current price ,P/E,yield,P/C,P/B for Vet.to what are your thoughts on purchasing it compared to Teck B

Q: As a big time fan of the site (just renewed my subscription) I have a convoluted question to ask.

Based on the advice that is promulgated from 5i, I have purchased the stocks from the balanced portfolio, amongst a few others from the growth folio. With regard to the stocks that I have listed, I took 5i’s advice and purchased piecemeal and as a result my average cost is lower than 5i initial purchase price. No complaint there. The question however that becomes inevitable, is, should there be a recommendation to sell, such as say, CLS, based on a $19 buy in recommendation at 5i as opposed to my 16 Ave cost, wilI the logic still hold? The same applies to the other stocks that I hold.

As a follow up, I note that the monthly portfolio data provides the current price and inception price. Can you explain why you do not adjust the cost price to reflect additional purchases after the initial purchase price, such as wef or wcp?

Thanks in advance, I recommend that anyone who subscribes to the service to renew! It’s a no brainer. And that’s after the October haircut!

Q: Would this be a good time to buy TECK.B? Would like to hold for 3 years+