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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 am getting beat up by the above companies --all down 20 to 27%.
I am not comfortable with these kind of losses--usually bail out around 10%
Which proves to be a mistake sometimes.
What is your reccomendation SELLor HOLD and for how long if you are suggesting I hold.
Thanks
Peter
Read Answer Asked by peter on October 04, 2018
Q: Members keep asking about the dividend safety for this co. It sits in an interest sensitive space so it is down, it is a unique business model as well but am I wrong in thinking that so long as profits are not changing and their subscription base is not changing significantly then the dividend is better than safe and could even increase. I could see stock price being an issue if the company were needing to raise money or make a purchase with stock but a company making the same money now and now maybe more with cost cutting as when it was significantly more expensive is a great value. Is there a metric I am missing that puts company at risk.
Thx for the great service
Read Answer Asked by Todd on October 04, 2018
Q: Hi, I see other members are selling stocks for a tax loss. In my case I only have investments in my rsp, so will not be able to use this strategy. How much of the downward momentum on stocks like DOL and TCL can be attributed to selling for a tax loss? The recent negative market reaction to both of these stocks was quick and as you have stated possibly an "over reaction". How much of the drop can be attributed to sellers seeing the chance to take a tax loss. This is a part of the market I don't understand all that well. Thanks.
Read Answer Asked by Dan on October 04, 2018
Q: I am a 3 days old subscriber and I have few questions:
1. What is the event that would trigger a new report on a company that you already covered? Is it a rating change? ... or a periodical update?
2. How often (in average) do you initiate a new coverage for a new company?
3. Model portfolios do contain a lot of companies that you do not cover. Would you consider covering them? ... specially the ones that are NR, I'm not sure what to make of them.
If you consider that there are questions of interest for the public domain feel free to post the answers for general consumption.
Thank you
Read Answer Asked by Nicolae on October 04, 2018
Q: I have a question about 323 .
Hi,
I sold a small position on GC for tax loss. I could do the same for TSGI (andl plan to buy back)? But I do not want to do that in case something good could happen in short term. I have a -25% on TSGI currently. Please let me know your thoughts. Thanks.

Shyam
Read Answer Asked by Shyam on October 04, 2018
Q: Are you of 2 minds on ATA? I get the sense you like the company which seems to be doing well including setting new highs recently. One the other hand your comments seem to suggest that you don’t think it is really a growth company. Maybe you feel the valuation is too high for a slow growth company?
I like the momentum, the sector and the management. In spite of what my iPhone says they don’t pay a dividend so I sort of feel they are a growth company after all. They appear to straddle manufacturing and IT. I suspect there must be some tie-in with the University of Waterloo which may help them stay on top of the technology race.
Any comments?
Thanks,
Ji
Read Answer Asked by James on October 04, 2018
Q: I'm curious as to what you think of Dollarama now that it’s fallen so much. The company's growth forecast was lowered, but I’m thinking with high household debt and rising interest rates, many people might shop there out of necessity. Do you recommend it as a buy at these levels, and what are the risks associated with the stock? Do you think it’s better to wait until December to buy?
Read Answer Asked by Pamela on October 04, 2018
Q: I have been reviewing your Income Portfolio. We have decided to bring all of the assets remaining with an Investment Company over to our non-registered account. Tired of paying the high fees and realizing that the rate of return is less than what we have been achieving ourselves over the past 5 years, in part due to the advice received through all the questions and answers on various topics we are able to read each day!
Considering the markets today, would you invest in the Income Portfolio in total ? Over what period of time? What changes you would make? Your thoughts are greatly appreciated.
Read Answer Asked by diane joan on October 03, 2018
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