Investment Q&A

Q: I would like to invest a portion of my RRSP funds in the balanced portfolio I've seen here. I have a 15-year time span until I'd possibly need to begin relying on these funds. I understand that we are all in unique circumstances and that you don't wish to provide specific advice but could you give me some overall guidance on how one should be integrating the portfolio into an investment account? More specifically, should I purchase a position in all stocks at the same time or slowly adding one stock at a half/ full position per month or if they seem to be retracting in price. I thought of adding a new holding on a regular basis but I was concerned that I would not have the complete industry exposure until all were purchased. Is there a more prudent way of doing things in your experience. Thanks in advance.

Q: Is it possible that the pending issuance of the subscription receipts coincides with the large increase in shares shorted? Seems like some games are being played here.

Thx

Q: The Globe reported a big increase in GSY short interest today. Do you think that holders of the sub receipts are shorting as a tactical move, knowing they can cover when the sub receipts convert to shares? You often recommend GSY so I assume you would be OK buying into this (temporary) price decline.

Q: what am i missing with goeasy.
last week it was up 22 dollars as the market loved their deal and the financing.
yesterday it was upgraded to top pick by an analyst with a 169 target.
today its down 10 bucks.
is it something to do with the cdn budget that i missed.
dave

Q: On each of your 3 portfolio pages you have a section for "Annualized Returns" . Could you define and explain how they are calculated - I am stumped as to how to do this calculation for my own results.
Thank you

Q: QST has been dropping consistently. Any hope of a recovery. Do we hold or sell.
Thanks

Thomas

Q: The management team has not changed, the company strategy has not changed and the company still has net cash to buy more POS companies to continue with their acquisition strategy. The only thing that has changed is people’s perception on what price they will pay for the price of owing LSPD shares. Am I missing anything?
Clayton

Q: Article today about TouchBistro and Toast- sound like competitors to LSPD-
what is the competitive landscape for this - anyone the leader and anyone a likely
takeout?

Q: I was surprised at the price surge immediately after it announced it files SEC registration statement. Would that be a dilution of earning ?

Q: Magna has doubled in the last year and is at an all time high. I keep reading on this site that Mg is cheap with good upside. I am waiting for a pull back, but the stock keeps steadily climbing. Do you think another double is doable within the next 5 years and if so could you provide some data points to support this contention. Thank you

Q: I know you guys like this stock, but two high volume days down has me wondering.
Thoughts pls.

Q: Hello,
I have cash in my RRSP to buy an initial position in one of these companies. Growth focus, with a chance to double the share price in a 5-year timeline approx. Morningstar rates both as "undervalued".
On TOI, on April 1st you mentioned two funds have recently bought-in (Fidelity and Akre). TOI has now run up 20% in the last 3 weeks, ahead of the May 5 call and their first reporting as a public co. It feels like the smart money knows there is good performance coming on TOI, near-term and further out, with its parent company providing support. If you were picking just one of these...

Q: Can you explain a subscription receipt at $122.45. Does it mean the buyers get shares at that price? Now that the receipts closed, GSY went up to $150. Why? And will it just go right back down?
Thanks for explanation.

Q: i assume the discount between the gsy recreipts and the stock is because the deal dies not close yet,
is that correct

Q: Is something wrong with LSPD today.
It started last night after hours with the stock dropping.

Thanks

Q: Could you tell me the LSPD track record of their earnings and when they are reporting.
Thanks Joe

Q: What are your thoughts on initiating a position in Canada Goose for a long term hold? Thanks

Q: good morning i recently sold gsy at approx $140.00 per share. paid in the low thirties
thanks so much for the rec helped me you dont know how much putting risk aside, are there any other stocks that you might expect strong performance that you suggest i look at currently i am looking at real matters just showing some momentum coming off a bottom has a target price of about $26.00 currently $16.00 Any suggestions?

Q: Hi, I noticed there are no REITs or real estate holdings in your model portfolios. Please comment on this.
Thanks - Jeff.

Q: Can you comment on news that 3 more very senior management staff are leaving the company. Anything to be concerned with here? The market got quite jittery over the news today (Wednesday) and SHOP was down quite a bit.