Investment Q&A

Q: For a "Well Diversified" and "Forever" Portfolio in Materials Sector, what would be your top 2 choices for long-term holds and rationale.

Q: WFT, SJ, OSB and LNR all seem to be getting hammered today - and I have searched and I don't see any bad news about any of these. Is this due to concerns over NAFTA - or is it something else?

Q: Hi Peter and Team,
For this year's RRIF payment, I need to sell approximately 14K of stocks as I've been almost fully invested over the last year, in large measure due to 5i's superb recommendations. The stocks listed above are in sectors where I am overweight. I have several questions, so please deduct credits as you see fit:
(1) If I sold CGX outright, I'd obtain roughly 14K and would reduce my total number of holdings and lower my overweight consumer discretionary stocks. Even though CGX has fallen from its lofty heights, I'm still up, especially when factoring in the accumulated dividends. Also, there would be only one sell transaction. Are you OK with this plan?
(2) Are there any others in the list that could/should be an outright sell?
(3) Or, would a better plan be to reduce holdings in each stock by taking profits?
Of course, this would mean more sell transaction fees.

As always, I defer to your recommendations, and have been rewarded for doing so. Thanks in advance.

Q: I have held Stella Jones for over a year and it has finally started to move. I wonder if all the metal poles I see are hurting this companies bottom line. Could you clarify what you see as the future prospects or would it be better to sell at a modest profit and move on to a better story.

Q: Hi guys, I'm looking at your response to 'who's likely to suffer when NAFTA gets torn up' (which seems increasingly likely)... I have held these for a long time and been VERY happy with all of them, but is it time to trim them down? Do you think the NAFTA threat is sufficiently priced in? I'd love to get your thoughts on each one. Thanks! PS -- you can ding me for 5 questions :-)

Q: In your opinion if Trump cancelled Nafta, which 6 Canadian Co's would be the most affected in order?
Thanks

Q: I currently owned TV, CS and MX for Material stocks. I would like to add one more in a LIRA account. I only have enough cash for one stock. Should I add Stella Jones or Agnico Eagle Mines. The only accounts I have is a RRSP and LIRA but have 20 years yet to retirement.
Thanks

Q: Hi, which of these two companies would you say has better growth ahead over the next two to five years, thanks?

Q: Hi Peter and team,
Congratulations on the new Website.
Which of the listed Compnies in the balanced equity portfolio are considered attractive to buy at this time of the year? Can you list from most attractive to less?
Thanks for your great service.

Q: What do think of a switch from SJ to OSB? The US homebuilding seems to be on an upward trend...

Q: Love the new website format and content. Please rank ccl,b and sj based on long term growth and current valuation. I only have room for one in my tfsa. Thanks

Q: I just topped up ATD.B and TOY. Do you think today's 6% drop in SJ is a buying opportunity? cheers

Q: how does the quarter look?

Q: Hi, Could you please post the quarterly estimates for Stella Jones and Open Text. Thanks

Q: I try to maintain a diversified portfolio. However, I am wondering when you refer to owing "materials" what role metals and other mineable resources should play. For example, I tend not to own metals or mining stocks but instead, I choose to invest in other materials such as chemicals (MX) or lumber (SJ) (and maybe even including CCL as your portfolios list it as materials).

Am I getting "proper" diversification this way or should one also invest in gold, silver, copper assets etc?

Appreciate your insight.

Paul F.

Q: How serious could Norfolk Southern's lawsuit against Boatright Railroad Products be for SJ? Globe's Report on Business this morning says Boatright sold 5 mn defective ties to Norfolk between 2009 and 2014 - all installed, some on bridges. I believe SJ bought Boatright in June 2014. Are buyers, in this case SJ, protected by the terms of acquisition agreements from negligence and fraud that occurred prior to acquisitions? What about damage to SJ's reputation? I hope SJ not only comes out blameless on this, but takes strong steps to "underline" their commitment to quality.
Thank you.
Edward

Q: Hi there, which of the two stocks do you believe would have greater long term upside? I would be looking at at longterm hold (ie: 5+ years). Thank you!!

Q: Hi there, I am looking to add 3 of the 5 names to my portfolio. I know you are a fan of all 5 but how would you rank these? I like a balanced approach but am open to growthier names and would be purchasing for a longterm hold. Thanks!

Q: Are things beginning to look better with Stella Jones these days? The stock is acting better lately, thanks

Q: I am in my late 30's, and I have a long-term time horizon. However, I find myself gravitating towards stocks with stable businesses that pay dividends. I currently own BEP.un, NWH.un, CSH.un, and SLF.
For a long-term, yet somewhat conservative investor, what are some companies that I should consider adding to my portfolio? Thanks in advance!