Investment Q&A

Q: At what price would you initiate a full position in the following? Thanks!

Q: My top holdings right now are (these are all primarily in an open account, but small portion in registered)
MSFT @ 9.18% of the equity portfolio (up 487%)
AAPL @ 7.47% of the equity portfolio (up 496%)
BCE @ 4.89% of the equity portfolio (down 16.52%)
Thinking of selling some of MSFT to rebalance and possibly AAPL to rebalance and selling some BCE for tax loss to offset some of the gains.
In the present market does this seem like good options? What could be purchased instead? I do rely on the BCE dividend for some income and might want to replace this. Will also be looking to transfer cash and/or stocks to TFSA's in the new year.
Are there better options in my situation? (the rest of the equity portfolio is fairly balanced except an over amount in financials)
Thanks,
Steve

Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim

Q: Can you please rank in order of preference your top 5 buys from your tax loss publication ?

Q: Given one has decided to acquire these names, at what price would each become:

1) Attractive
2) Very Attractive

Q: Hello Peter and Staff
Thank you for recommending PRMW several months back . I’ve had a great ride but wondering where it stacks up now going forward .
I own ATD , DOL as well as it in consumer staples and wonder if L or another one you would recommend would be better than the merged Primo company going forward ?
Thanks for all you do
Dennis

Q: Two questions - Could I have your take on SGML recent earnings please, and (2) HHL has diverged vigorously from its past consistent performance, presumably on the Trump policy on health care, appointees etc. I assume other sector participants will likewise take a hit but would appreciate your take on the matter. The issues affecting the sector appear to relate to policy, not politics.

Q: Any significance to the 'investigation' into the Silvercrest/Coeur arrangement?

Q: Hello team,
What is your view on a AtkinsRealis and Descartes Group? Are they both buys? Recently AtkinReaslis released very good results so was thinking of adding to my position. Thanks very much

Q: CAE has been another good news story for me this week. Finally they put together a decent quarter, at least in my eyes, what do you think about their qurarter? I know one quarter does not make a trend but I would hate to get out of something after a good gain. Now it is nearly at $31. Is this fair value for CAE for the near to mid term. At this price there should be no tax loss selling on CAE this year, right? My discipline tells me to sell but does your expert opinion shout, "gain for the long haul"?

Q: It seems the economies of Canada and the United States are diverging and not for the better in Canada. This makes it difficult for me to buy Canadian companies as opposed to American. My question is, have any Canadian companies foreseen an advantage to shifting a good part of their operations to the United States to take advantage of the possibilities for making better profits?

Q: Hello 5i
I need to add industrials Seventy-eight years dividend investor with some growth. I already have WSP and EIF. Now I am looking at TFII and TRI. I like TRI for the dividend. What would be your suggestion for industrials?
Thank you

Q: Further to my question on the merger of this company, what happens to my canadian stock in this company. Will they be automatically be transfered to the new US company PRMB, or will I have to advise my broker to do this transfer. Also if I just want to sell my canadian stock in this company can I still do it or is it to late.

Q: I sold LMN on recent earnings/comments and the bump up in price. I was thinking of replacing it with TRI as a steady growth stock. What do you think? Any other ideas already own KXS, DSG, GOOG, AMZ, CSU, TOI. Also surprised TRI is classed in industrials. T Steve

Q: Hi 5i
With reference to member S's questions on Nov 05....What is AC's current valuation?
Given 5i often talks about momentum in the market do you think AC can maintain current momentum?

Would 5I be more inclined to sell into the momentum..... and if you were hanging in what SP would you re-access that decision?
Is there some influence from US airlines potential bankruptcy, eg spirit airlines?


Not trying to pick top but looking to understand better the current push in share price.

thx

Q: Good morning 5i! What's up, or rather down, with Bombardier stock? Why the steady declined? Thank you and have a good day.

Q: Good Morning

Just finished reading The Psychology of Money for the second time GREAT READ
what other books are high on your list of reading

Thks
Marcel

Q: Recently I asked a question about premium brands. When I thought my question wasn't answered I re-asked the question. However I was too fast and you did answer my original question. So I apologize for being too hasty. My next question relates to the app. I have a new tablet and am having no luck in finding the app on Google playstore. Any suggestions? I'll wait patiently for your answer.

Q: Just to build on the question from Allan today (Nov. 8th) and your answer, can you re-visit your most recent report on SJ and make some comments on what what might change if you were updating that report today? I consider your reports a fundamental and valuable component of your service, and when I re-read your report with the information that we now have there are few things that don’t seem to track. Based on the ratings criteria is this now a B+ (or even B) company? I know “post-mortem” is too dramatic, but maybe a report “de-brief” is in order?

Q: Can you provide you commentary on the Q3 result ?
Which is a better pick in your opinion between LNR, MG and MRE , if any ?