skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Currently have no materials stocks. In the recent past I have owned cco, teck.b and hbm but as short term holds on weakness/momentum. Looking to add a longterm hold in materials but I am having trouble falling in love with SJ mainly due to the past 12 month stock, relatively low div of 1% and the general high for the sector PE of 18. CCL isn't a classic "materials" stock although I like the look of the price movement.

Can you make your case for me to jump on the SJ and CCL 5i bandwagon and/or suggest a few other options.

Working on matching the balanced equity portfolio.
Read Answer Asked by Tom on April 10, 2017
Q: Hi there..
I currently own CCL.B as well as WPK. I am curious as to why you classify them as basic materials. It seems my bank has a different opinion. When I hit the analyze button on my investments through my direct investment site.. it says I am currently only invested 1.1% in basic materials... but when I classify the above stocks as basic materials I am weighted just fine.... thoughts? Are there any other basic materials you would recommend?

Thanks
Sue
Read Answer Asked by Susan on April 04, 2017
Q: Good morning 5i Team,

I'm interested to buy a position in CCL B. Please advise if the stock will continue to grow in the next few years. Is it better to buy before the split or after the split in May this year? Is it better to buy the A or B shares? I note the PE is high! What is your opinion on management, ,divident growth, momentum and valuation?

Thank you!
Rossana.
Read Answer Asked by Rossana on March 31, 2017
Q: I already have ENGH, KBL, TCN, AW.UN, CCL.B, CXI and HAC in my TFSA together with about 40% bonds. Can you suggest any of the Canadian stocks you cover which would be most suitable to add here? I guess for a TFSA capital appreciation is paramount.
Read Answer Asked by Andrew on March 27, 2017
Q: My Consumer-Cyclical sector is 6% too high and Technology sector is 2% too low.

So need to sell one of (AW.UN, BPF.UN, BYD.UN, CCL.B, CGX, ECI), each with ~ 2% position. Hard to sell any of these tried-true 'favourites' -but trying to take the emotional side out of the decision, and be disciplined. So, I think I should sell CGX because it has been flat for 2 years and I don't expect much upside. Can you provide your an order of selling preference?

And I need to add to these existing Technology Sector holdings (CSU, ENGH, KXS, MDA, PUR, SHOP). Thinking (OTEX, ITC) or more of existing ones.

57 year-old with a Growth & Sector & Dividend oriented portfolio.

As always, thank you for your wise guidance.

CSU, CCL, MDA, ECI, ENGH, BYD, OTEX, SHOP, AW, BPF, PUR, ITC
Read Answer Asked by J Carl on February 27, 2017
Q: Hi, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks
Read Answer Asked by rajeev on February 13, 2017
Q: Hi,

Are any of these companies likely to be affected by Trumps border tax? Also, could you rate your favourites of the above companies. I'm a medium risk investor.
Read Answer Asked by Graeme on January 30, 2017
Q: Following your balanced equity portfolio. I have read some questions you answered recently. Besides SIS, Premium Brands and KXS which other 2 or 3 equities do you expect higher returns in the next couple years. Thank you as always for your advice. Steve
Read Answer Asked by Stephen on January 29, 2017
Q: I think CCL.B, RPI.UN, WPK and ITP are sort of i the packaging/labelling business so somewhat related. How would you rate these companies based on earnings potential and management competence & ability to do what they promise over 5 yr period? Also separately rate each relative to their balance sheet please.
Thank you.
Read Answer Asked by John on January 19, 2017
Q: Hi There,
I am currently considering adding a position in my kids RESP account of one of the three companies, CCL.B, MX or OTC.
I currently hold BNS,FFH, MG and REI.UN in this account. I am looking at a 7 year plus time frame before the funds are needed.
Please advise which of the three you think would be the best fit, or any other suggestions that you might recommend.
Thank you for your help.
Read Answer Asked by Kevin on January 09, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!