Investment Q&A

Q: Can you please comment on the earnings for $TIH. Thanks Valter

Q: I purchased ITP in Sep 2016 just below $23. It has been a "rocky road" since then, especially sine late July of this year. I hold about a 6% position in a reasonable well diversified RRSP account. I am looking to continue this RRSP for another 5 years or so. I suppose I am looking for some reassurance that the company will still be in business by the time I divest. I would appreciate your thoughts about the company over the next 5 years or so (as much as that is possible for anyone to provide). Thank you.

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

Q: I am a big supporter of your service but I am a little disappointed that the initial page I seen when I sign in is only showing the US markets and US movers. I know the NYSE is the most important market in the world and is a major influence on our Canada markets. However, I thought most of us bought into to this as a service for Canadian stocks. Especially in Canada with the dividend tax credit that is the primary focus of many Canadian investors. I think the US information is useful but should be a supplement for more detailed Canadian stock information e.g. movers by Canadian income and growth stocks.
mike

Q: Hi, would like your thoughts on Stelio. Thank you.

Q: Hi David,
I'm looking to add three positions to my business passive account -- i'm up 15% year to date.
I have equal weight in each stock and am looking to add more diversity. A combination of income and growth US or Canadian -- minimum $1 billion market cap.

What would you recommend here.
Thanks,
Raymond

Q: Hi Peter,
I own the etf as well as some of the individual companies such as Canopy Growth, Medreleaf, etc My total weight is 5% (i.e. 1 percent in Canopy etc). I have done well in the short term . These stocks do not have much earnings but are going up on potential. What would you suggest? Take the profits or just sell half for now and put a stop loss on the remaining balance. Also, with oil and gas stocks, is it best to hold on for higher oil prices or simply sell and move on as it has been a while since the oil price has gone up. Thanks very much.

Q: I have a question about Grand West Transportation BUS They build 27 to 35 foot buses. Is Flyer competing in this segment or is Grand West a potential take over by Flyer?

Q: Hi Peter and Staff
I am aware that you are lukewarm on the stocks so far and I share that concern. I have a family member wanting to invest a small allocation in their portfolio to this industry.
Could you please outline your current valuation and other concerns with the stock prices so far and then indicate and if you were to do an investment in one company in the industry which one and why
Thanks for all you do
Dennis

Q: Hello 5k Team,
Is your Portfolio Review service priced on a single individual basis? As my wife and I generally look at our investment portfolios (and our futures!) on a 'together' basis, it wouldn't be so helpful if your analysis was limited to accounts in my name alone. How do you approach/price for a couple? Thank you.

Q: So you write that the qtr. was challenging, and it missed analysts call by a couple of cents, but with same store sales up 7.3% and revenue up 10.1%, if DOL reported this growth, the stock would rise. Since they have gone public again, management says growth has been higher that they projected. As Warren Buffet said once , one of his companies earning were in line, it was the analysts who got it wrong and did a poor job, blame them not the company.

Q: hello, can you please suggest any free portfolio management / tracker that shows allocation by sector. i thought tmx money to show it but not seeing it. may be other members can help.thanks

Q: Is this a good entry point?

Q: What is the outlook for AGT after today's big drop in price?

Q: Good morning. My question is on CARA operations they just came out with there earnings. I own this stock with a flat return. Report seem positive do you see this stock worth holding.
Thanks

Q: I have decided to pay off my mortgage, primarily because I think I have had a good run with equity returns outperforming by a good margin the cost of carrying my mortgage. Although I am not concerned about a large correction I think the risk return is swinging a bit more towards paying off the 2.79% mortgage. I will likely sell 3 or 4 of the following to do so: bbd, mal, pza, rsi, rus, tpk, wjx, dht. Please rank in order in which you would sell the companies listed, you can assume none will adversely affect my current asset allocation. I realize it is quite a mixed bag...but they are some of the ones I hold that aren't in your balanced portfolio so kills 2 birds by getting them out of my current holdings...

Q: I asked a question about staying in unregistered equities or paying off my mortgage at 2.79% a few days back. I was a bit surprised for equity guys to tell me to pay off my debt at 2.79%. I get it and basically asked the question because that is what I am likely to do...however doesn't that seem like a pretty low bar even when risk is factored in? Even if you assume I would be taxed at highest rate of 33% you only need to get me 4.2% to come out ahead. So can I interpret your answer that you expect your balanced equity portfolio to return below 4.2% in 2018 and that you fear your current run of 8% annual returns might be coming to an end?

Q: What are thoughts on Sleep Country, given the recent pull back would you consider it a buy? (If anything it has a cool stock symbol!).

Q: I bought Fairfax India Holdings ( FFXDF ) in my US $ portion of my RRSP quite some time ago. it has progressed well until last week. Your thoughts going forward? Thanks....

Q: What do you expect will the the effect of today's announcement:
"HIVE Blockchain Announces Release of Shares from Lockup", which states that "24,636,705 common shares originally due to be released November 15, 2017 will be released on Wednesday, November 8, 2017 to allow for more market liquidity".
In general, I would expect that an increase in supply will cause the price to fall... But perhaps it is not so simple? What would you expect from this? Also, it is only bringing it forward by a week, so investors may have known about it. Mind you, I expect the vast majority here are retail investors, who may not be aware of such details, and are just buying the trend/hype.
I know predictions are almost impossible, esp. in a case like HIVE, but I would like to know your thought process when evaluating this kind of news, what points you consider most important, etc. (risk, of course, is already off the charts.)
Thanks!