Investment Q&A

Q: can i get your thoughts on APH please?

Q: Can you please do an analysis of the purchase by WFT of the Gilman Companies? Ending up with an expected price range for WFT over the next 12 months. Thanks.

Q: Comments on earnings

Q: Good morning,
I recently (last 2 weeks) added BCE, Enbridge and Goeasy to my kids' accounts with a 2-3 years investment horizon. Last night's guest on Market Call had nothing but bad things to say about these three companies as long term investments. I rely a lot on what I hear on market call is that a mistake and do you think my entry points were ok?
Thank you,
Chantal

Q: Hi, what are your thoughts on JWEL and its valuation ? Bunch of analysts initiated coverage, today on the stock with fairly positive bias and higher price targets. Is it worth starting a small position at this point?
Thanks

Q: Would you sell USB.us if you held it and replace it with Goldman Sachs GS.us instead? OR would you keep USB (assuming your allocation allowed) and simply ADD Goldman? I’d appreciate some SUBSTANTIVE reasoning , would really apreciate that. Many thanks.

(PS: I reviewed your previous comments on Goldman Sachs and was baffled by your responses. Goldman a target for takeover given anti-trust rules & regs? And: Goldman I could not see where made the acquisitionist you referred to; nor does Goldman pay the dividend amounts you mentioned. Nevertheless , I defer to your expertise)
I have a question about 854

Q: 1. Would you consider both CN and CP to be oversold at today's prices?
2. Would you recommend buying them now given the signals that the Canadian and US economies are in "growth mode"?

Thank you.

Q: What 5 stocks would you consider to be a good investment in a RRIF at this point.
Have about $75,000 to invest for a 75 year old.

Thanks

Q: Your thoughts on the Fairfax investment announced today? Would you add to a small position on this news and what seems to be a sustained bounce over the last 30 days.

Q: Hi 5i team:
after reading a TD report I bought some shares in march and price has climbed since then, should I sell it ?, or it is worthwhile to keep it ?
thanks

Q: When a correction (5-15% downturn) is in process, how can you tell that it is simply a correction as opposed to a bear market (greater than 20% downturn)? What metrics do you use to tell the difference between a correction versus a bear market?

Q: WEF has had a very good run of late, up some 35% this year. I'm guessing the fires in BC interior might have something to do with it and when the rain falls so will WEF. What do you think of the current valuation?

Q: Hello, I see that CHE.UN is down by almost 10% since the beginning of the year. Is it something to worry about? Is it just normal volatility? Is the stock under attack by short sellers? Is Chemtrade’s high debt level still acceptable? Is the company a possible takeover candidate? Regards, Gervais

Q: I have held these equities in my well-diversified portfolio for many years and am a long-term investor, not averse to risks,and do not need the cash. Which if any do you think I should dispose of , and why? Thank you.

Q: With news out this morning that BUS will have its first profitable quarter and production is ramping up would it be a good time at add to an existing position? It sounds like some of the execution risk is starting to be eliminated.

Q: Do you have a preference of one over the other as a long-term hold? Is the switch to electric vehicles a consideration in your preference?

Q: My overall portfolio is down 3% the last 6-8 weeks which I justify as the downside of having equities in the portfolio. I am 40% in cash so the drawdown could have been worse. My concern is that the 3% drawdown is just over $20000 and that is a lot of money. We are 70 with defined benefit pensions and really don't need any more capital; just want to preserve what we have. You preach the downside of market timing, but I see $ 20000 worth of paper gains slipping through our fingers. Short of investing 100% in gic's should someone with my profile be more of a trader ie use tight downside tolerances and sell when a predetermined gain or loss is met rather than buy and hold. Please comment as I very much value your opinion. Thank you.

Q: Would you support a switch from SJ to TV at this time for an investor looking to increase Torque/ Small Cap exposure? The other materials holding is CCL.B.

Q: Which category of stocks are these (financial, energy and etc )?
BRK.B(Berkshire )
CDZ
BAM.B(Brookfield )
Thank you

Q: Hello , back to the old short debacle. In the previous convo you mentioned DH had been taken over. I would go so far to say that the large hedge funds : drive prices down to take over or a take a large position in otherwise good Canadian companies; or, create unusual volatility so their trading arms can use trading algorithms to profit from this by playing both sides of the trade. Sad, like the Donald. Haha