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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.

Q: I , as an investor, agree with you that no company shall be judged by its single quarter performance unless it is extremely bad . SIS after an improved performance in the last quarter compared to last year ,has been beaten to ground . The stock price has slided back to its level in Jan2017. So , in nutshell, it appears that all aquisitions and imprved performance that SIS boasts in the last 2 years at all fronts including dividend increase have no relevance. It looks as if the market and values do not follow any logic/science. Do you still think it is worth holding this stock?
Read Answer Asked by Sriram on November 15, 2018
Q: I am missing something with Savaria
Where is the big miss in the quarter. is it not expected with the acquisition of Garaventa, that the EBITDA would be affected. there 9 month numbers are up substantially, With the sell off today would you be a buyer now?
With Crius the sell seems warranted as they continue to disappoint. Are you willing to hold?
Read Answer Asked by fwb181 on November 15, 2018
Q: My investment strategy has been 1st to buy good companies. I accept that there will be volatility in the short term but believe that in the long term good companies will perform well. I am retired and this has worked well for me and your advices have helped to direct me to good stocks that I would not have found on my own.
The last 6 weeks have been challenging from an emotional investing standpoint. But I have been through this before and the best action for me has been to stay the course.
Often I like to take some opportunity in this down market and I find I often jump in too early.
I like PBH, hold 2 % and think it would be a good long term hold and am considering topping it up 1%. I hear this “capitulation” term used when a stock has hit the end of its fall. With a specific stock is there a “formula” that defines this capitulation point. If possible can you reference PBH as an example?
Thanks John
Read Answer Asked by John on November 15, 2018
Q: If Kinaxis reported some sales slipped outside of Q3, have analysts adjusted these numbers into Q4? I'm probably simplifying things here but in the next quarter if the market has settled and the results affirm this slippage then would the stock price increase? I like this company and can't help to think this price dip is a huge opportunity for those who can wait?
Read Answer Asked by John on November 15, 2018
Q: Hello all at 5i,

I am keeping a close eye on TSGI as are at least a few others. I have held TSGI for a long time, trimmed several times as value grew and am still nicely ahead on my remaining shares. They are in a taxable account so each time I sold I had to consider and manage the tax consequences.

After the recent decline I want the build TSGI's value back to a more historic percentage of my portfolio. This time I plan to do the purchasing in my TFSA spread out between now and the end of december. I'm also thinking of transferring in kind shares from my taxable account to my TFSA in january (and deal with the tax) as my 2019 contribution. This would leave a portion of my shares in my taxable account.

Your thoughts please on the above (purchase and transfer), pros, cons and potential plan changes I should consider.

Thank you for your insight.
Read Answer Asked by Brian on November 14, 2018