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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 currently have, CSU,DSG,TNC,ESL, SYZ. I also have a little bit of MDA, BB, and AVO. I am not sure if these would be considered Tech or not.

I would like to add KXS. My portfolio is ~12% towards this space, and I remember reading that you are ok with 15 or 20%.

Anyhow, before adding KXS, should I sell some of the above, and concentrate my holdings?

I have done well on DSG and am up 70%, should I just sell it and move to KXS, or just add KXS?

Thanks for the guidance.

Cheers.
Read Answer Asked by Colin on July 18, 2016
Q: I am thinking of adding to CSU and would appreciate your thoughts. Although it's a high quality company the stock has underperformed the TSX this year. Is it better to buy now or wait for price improvement and if the later, what would trigger you to buy?
My thesis is based on CAGR of 20% (2016 est. $18.29 & 2017 est.$21.91) & forward p/e 23. Possible growth driver from TSS purchase by taking advantage of weakness in Europe.
As always, appreciate your views and particularly the other side of the trade.
Many thanks.
Mike
Read Answer Asked by michael on July 14, 2016
Q: I just noticed that the distribution for this fund is considered as a "non-eligible" dividend because the payments come from A&W Trade Marks. I think this means it does not receive the more favourable dividend tax treatment. So, is it taxed more like interest (i.e. at the highest rate) or is there still some benefit from it being a dividend?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 13, 2016
Q: Hi 5i: I’m a bit puzzled by Northland Power’s (NPI) strategic review announcement, as I am more used to seeing this move in the context of companies that have been struggling in one way or another and punished by the market. Over the time I have owned NPI it has appeared to be doing very well, with significant growth projects coming on stream and maintaining a very attractive stream of cashflow back to shareholders. At this point it still has more growth in the proverbial pipe and its support in the market has taken its yield down below 5%, even before the price pop on the review announcement. Is the review likely an indication that it has received overtures from a potential acquirer? What else might occasion the review in the context of a company that appears to be doing well and being rewarded with an increasing share price? Thanks for your thoughts!
Read Answer Asked by Lance on July 13, 2016
Q: What do you attribute to the head wind, other than the smear by the short sellers, that DH faces since April this year?

DH is my single largest holding and it was cruising along nicely until the recent bumps. I also made the "rookie" mistake of increasing my stake in DH as share price spirals downward. To make a long story short, it went from my biggest winner to my biggest loser in my portfolio in a flash.

My dilemma is - do I add even more (betting this sell down is over done), hold a bit longer (hoping for a turn around by some upcoming catalyst), or sell some or all (to cut my losses and move on.

The real key is the business operation of DH. What's you read on the business of DH?

You insight s much appreciated.
Read Answer Asked by Victor on July 11, 2016
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