Investment Q&A

Q: sold off the last 2 days, is this cooperman selling kr the wind up of one of the arias funds, do you know anything about this. dave

Q: TSGI reports Nov.7th. What will the market be looking for??? Thx

Q: When does DOL report next? It falls even on a good day.
Could the chart be telling us something?

Q: Goid day, I'm interested in your opinion of dollarama. It's down a bit (I mean a ton) from its high. Think this is a good entry point?
Cheers

Q: can you comment on Toy's latest quarter. Looked decent enough but the markets don't seem to agree going into their peak season?

Q: What is happening here. Heard something about an activist investor shorting the stock. Please advise if this is an outright sell now.
Thanks Rick

Q: CAE has dropped substantially recently. Do you recommend averaging down at this lower level? Or is it just a hold?

Q: Have this in a rrsp. Would you sell and then buy toy, csu or Wsp instead?

Q: Hi team,

Please comment in which company is the better value at these prices. Would hold it for 5 years.
Thank you

Q: I currently have a full position in SHOP, with about a 20% loss. Would there be more or better potential to switch out of SHOP and invest in PHO or take a half position in both? I have a 6 to 8 year time horizon.
Thank you.

Q: Hi guys:

Could you provide me a couple names that have been beaten up so much that it’s time to back up the truck for a 3 to 5 year hold.?

Thanks for your expertise
Mark.

Q: Can you tell me why it’s having lower lows recently should I buy more hold or sell Thanks

Q: Could you please advise the next quarterly reporting date.

Thx

Q: Hi I am wondering if there will be an effect on TSGI from the deal between the NHL and MGM on sports betting information.
Regards
Kathy

Q: Csu missed expected EPS & REV,but still doing well even in downmarket .Any reason(s).Is this a sign to start a position? Thanks for u usual great services & views

Q: Is there any negative consequence to TSGI if Democrats take the house/senate (in terms of regulatory hurdle)?

Q: What % of toy's manufacturing or supply chain is located in China? What % of sales are US based? In your opinion given tariffs will current weakness in TOY continue longer than other companies? Greg

Q: What is your pick presently for the best managed company for the best price? Or put another way...Is there a well managed company on sale right now? I do not care if you base your choice on future growth or present valuation or something else but I would not mind a brief reason for the choice. I would like to add to my TFSA holding with new money but I would like to hold this pick for a while. Thank you for all your help. J

Q: As a big time fan of the site (just renewed my subscription) I have a convoluted question to ask.

Based on the advice that is promulgated from 5i, I have purchased the stocks from the balanced portfolio, amongst a few others from the growth folio. With regard to the stocks that I have listed, I took 5i’s advice and purchased piecemeal and as a result my average cost is lower than 5i initial purchase price. No complaint there. The question however that becomes inevitable, is, should there be a recommendation to sell, such as say, CLS, based on a $19 buy in recommendation at 5i as opposed to my 16 Ave cost, wilI the logic still hold? The same applies to the other stocks that I hold.

As a follow up, I note that the monthly portfolio data provides the current price and inception price. Can you explain why you do not adjust the cost price to reflect additional purchases after the initial purchase price, such as wef or wcp?

Thanks in advance, I recommend that anyone who subscribes to the service to renew! It’s a no brainer. And that’s after the October haircut!

Q: Peter and team:
Regardless of sector and weighting, what would be the top 5 companies from your balanced portfolio that you would add to with any spare cash available at this stage of the recent "pull back"?

Thanks

Phil