Q: Are potash companies worth an investment now? Any reccomendations?
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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.
- Canadian National Railway Company (CNR)
- BCE Inc. (BCE)
- Canadian Pacific Kansas City Limited (CP)
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- TELUS Corporation (T)
- Linamar Corporation (LNR)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Heroux-Devtek Inc. (HRX)
- Stelco Holdings Inc. (STLC)
- Nutrien Ltd. (NTR)
Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.
Q: I own these stocks which pay Canadian or U.S dividends. Would it be wise to take the dividend in U.S currency.
- Mosaic Company (The) (MOS)
- Nutrien Ltd. (NTR)
- Farmland Partners Inc. (FPI)
- Gladstone Land Corporation (LAND)
Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan
Thank You
Dan
- Park Lawn Corporation (PLC)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Tricon Residential Inc. (TCN)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
- Nutrien Ltd. (NTR)
- Boyd Group Services Inc. (BYD)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).
Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!
Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!
- Zoetis Inc. Class A (ZTS)
- Dollarama Inc. (DOL)
- Parkland Corporation (PKI)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
- Nutrien Ltd. (NTR)
Q: Hi. I have decided to add an equal position of each of the above to my portfolio. These companies will even out my exposure among sectors. I have room in both my tax free account and my rrsp account. (RRSP won't be accessed for 18 - 20 years) I guess what I'm asking is would it be more advantageous to put any of the above in a tax free account vs an rrsp account?
- Freeport-McMoRan Inc. (FCX)
- Capstone Copper Corp. (CS)
- Copper Mountain Mining Corporation (CMMC)
- Nutrien Ltd. (NTR)
Q: Hi Peter, Ryan, and Team,
Ignoring tax consequences, how would you rank CMMC, CS, FCX, and NTR to boost our Basic Materials exposure? The only exposure we have is XMA, which is heavier into gold, but going forward, we're interested in copper and fertilizers.
Thanks in advance for your assistance.
Ignoring tax consequences, how would you rank CMMC, CS, FCX, and NTR to boost our Basic Materials exposure? The only exposure we have is XMA, which is heavier into gold, but going forward, we're interested in copper and fertilizers.
Thanks in advance for your assistance.
Q: I am a retired income investor. I bought NTR a few months ago to get some diversity in the materials sector and the dividend. Since then I am down about 6% which is normally an amber symbol for me but it seems to be recovering in the last few days. I am happy to hold it for the long term but I would like your thoughts. I understand it reports next week.
Q: Peter and crew; I am underwater on MP materials and not afraid to take a loss and move on but don’t wish to leave a company that has reasonable recovery potential. I would appreciate your thoughts and if moving on is the way to go, do you have one or two suggestions for a medium risk portfolio?
PS, I enjoy your contributions in National Post.
PS, I enjoy your contributions in National Post.
Q: Since NTR pays a 3% dividend, for tax efficiency, is it better to hold the stock in a RSP or a TFSA?
- BRP Inc. Subordinate Voting Shares (DOO)
- Nutrien Ltd. (NTR)
- Primo Water Corporation (PRMW)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Good Morning 5I Team. Thanks for the great work. I am learning and benefitting a lot with this membership. I am looking to add some more to my existing position in the above stocks favoured by 5I. I have a long term view. Irrespective of risk and sector based on growth and current valuation which are the 2 stocks you would be willing to add at today's price.
- Freeport-McMoRan Inc. (FCX)
- Materials Select Sector SPDR (XLB)
- Nutrien Ltd. (NTR)
- West Fraser Timber Co. Ltd. (WFG)
Q: My wife and I are in our mid-late 70's and only have investments in RRIFs.
We don't have any stocks in the materials sector and I would like to add something that has either solid growth potential or pays a dividend to add a bit more balance. I once invested in gold (BTO) and didn't do well, so I'm not particularly interested in that unless it meets the criteria above.
I am, however open to all suggestions. I have 6% space to allocate to your recommendations, so please advise accordingly.
We don't have any stocks in the materials sector and I would like to add something that has either solid growth potential or pays a dividend to add a bit more balance. I once invested in gold (BTO) and didn't do well, so I'm not particularly interested in that unless it meets the criteria above.
I am, however open to all suggestions. I have 6% space to allocate to your recommendations, so please advise accordingly.
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Kirkland Lake Gold Ltd. (KL)
- Nutrien Ltd. (NTR)
- Methanex Corporation (MEOH)
- Nutrien Ltd. (NTR)
Q: Precious metals having a good day today, assuming its mainly because of the hot inflation numbers coming out. Do you see these stocks having more room to run? I own the above. Can you rank the above stocks in terms of the inflationary environment and which have the best growth and potential. Which sectors would do the best? Also I'm low in energy, would that sector do well if inflation persists or is it mainly driven by energy prices? Do you still see inflation as transitory or more persistent? Thanks!
Q: 2021 was expected to be a good year for the agriculture industry. However it appears the heat wave in North America will reduce harvest. NTR comprises 4.5% of my growth portfolio. Would it be a good idea to reduce exposure in NTR?
Thanks for the service you provide.
Mike
Thanks for the service you provide.
Mike
Q: Hi
For Basis Materials what would be the best bang for my buck over the next few years
NTR or AEM?
Presently have XMA and NFG.
Comments or other suggestions are more than welcome.
Thank you
Mike
For Basis Materials what would be the best bang for my buck over the next few years
NTR or AEM?
Presently have XMA and NFG.
Comments or other suggestions are more than welcome.
Thank you
Mike
Q: hello 5i:
Considering an investment in NTR, BUT........when I look at a long term chart (20 years), I see a company that has, over the years, had a declining share price. Or, as you like to term it, not created shareholder value in the long term. Can you address this problem and why you think "things are different now". Can you add what you see as the "best of breed" in either the agriculture or materials space?
thanks
Paul L
Considering an investment in NTR, BUT........when I look at a long term chart (20 years), I see a company that has, over the years, had a declining share price. Or, as you like to term it, not created shareholder value in the long term. Can you address this problem and why you think "things are different now". Can you add what you see as the "best of breed" in either the agriculture or materials space?
thanks
Paul L
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Kirkland Lake Gold Ltd. (KL)
- Nutrien Ltd. (NTR)
Q: Thank you for providing such an unparalleled service. Your cost increases are minimal.
My question is about diversification in my RRSP which consists of mostly high quality growth stocks (GOOGL, VISA, NIKE, ACN, NVIDIA, etc.) I am however, under-represented in Canadian stocks which include BAM, SHOPIFY, IFC, FSV, & BIP.UN. My goal is to build up my Canadian portfolio in this RSP.
I am well represented in Tech, Consumers, disc, & health care with my US holdings. Can you recommend 10 Canadian stocks that I could add for the long term to balance out my portfolio? I am deficient in financial, materials & industrials. Or to apply the Occam's razor, should I just buy and accumulate XIC over time.
Many thanks
My question is about diversification in my RRSP which consists of mostly high quality growth stocks (GOOGL, VISA, NIKE, ACN, NVIDIA, etc.) I am however, under-represented in Canadian stocks which include BAM, SHOPIFY, IFC, FSV, & BIP.UN. My goal is to build up my Canadian portfolio in this RSP.
I am well represented in Tech, Consumers, disc, & health care with my US holdings. Can you recommend 10 Canadian stocks that I could add for the long term to balance out my portfolio? I am deficient in financial, materials & industrials. Or to apply the Occam's razor, should I just buy and accumulate XIC over time.
Many thanks
- Freeport-McMoRan Inc. (FCX)
- Suncor Energy Inc. (SU)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Vermilion Energy Inc. (VET)
- Parex Resources Inc. (PXT)
- Nutrien Ltd. (NTR)
Q: I have stayed away from energy, except for ENB and TC, which are pipelines.
Do you think there is more upside in the O & G stocks. If so what would you suggest?
Also the same goes for basic materials. I am not interested in gold. What would be your picks for basic materials.
Thanks for your service, I would be lost without it.
Shirley
Do you think there is more upside in the O & G stocks. If so what would you suggest?
Also the same goes for basic materials. I am not interested in gold. What would be your picks for basic materials.
Thanks for your service, I would be lost without it.
Shirley
- Suncor Energy Inc. (SU)
- Vermilion Energy Inc. (VET)
- Parex Resources Inc. (PXT)
- Toromont Industries Ltd. (TIH)
- Ag Growth International Inc. (AFN)
- Cervus Equipment Corporation (CERV)
- Nutrien Ltd. (NTR)
Q: Can you please provide three names in the energy sector that have decent balance sheets and are highly levered to rising oil prices.
Aslo the same regarding ag companies levered to rising agricultural prices.
Thank you
Aslo the same regarding ag companies levered to rising agricultural prices.
Thank you
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Agnico Eagle Mines Limited (AEM)
- Miscellaneous (MISC)
- Maverix Metals Inc. (MMX)
- Nutrien Ltd. (NTR)
Q: I need to increase my material sector weighting. So what Canadian & US growth and value oriented material sector stocks would i5Reseach recommend. Thanks … Cal