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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: NFI seems especially weak these days. The lower backlog seems a relatively minor issue. Of course investor sentiment is just something one has to live with. That being said do you think a strengthening Canadian dollar (against the US dollar) will impact revenues? The company seems well diversified with manufacturing facilities on both sides of the border. I suppose if they report revenue in Canadian dollars but receive it in US dollars there will be less revenue when the US dollars are converted into Canadian dollars. May I have your thoughts?
Thanks as always
Jim
Read Answer Asked by James on July 25, 2017
Q: I find the negative news seems to always carry more weight than the positive. So on the flipside of the TD downgrade this week here is the positive news on CRH.RBC upgrades CRH to outperform today and on Monday Canaccord restated buy ratings stating the correction for the reimbursement change is over done.I'll also mention the analyst from TD that downgraded CRH is ranked as having a 37% success rate and is ranked 4026 out of 4601 analysts.It is crazy to me that a downgrade from an analyst with such a spotty record would impact the stock so much but I know its due to the current negative sentiment with reimbursement changes. This is just an fyi for those bothered by CRH's recent losses.
Read Answer Asked by Adam on July 24, 2017
Q: This is in response to johns question today about the downward trend of savaria and photon. I would also lump GUD in with these. It has seemed like a 5i favourite for a while but is basically at the same leve it was last November.
You told John that 3-4 months isn't long enough for these names, how long would you recommend as a minimum (I am ok with years of needed)?

Is there anything in their news to make you very confident that the momentum will change directions?

And, do you feel comfortable adding to these 3 at tofays levels (or is it likely just holding on for a few % over the next year and they've already used up their momentum?) (I know this is kind of asking you to crystal ball, but I'm hoping for educated insight).
Thanks!
Read Answer Asked by david on July 21, 2017
Q: I need to add to the financial sector of my portfolio. I own 3 stocks in this sector, a full position in BNS and would like to add to SLF or ECN. I was going to add to ECN but began to wonder if ECN would be negatively impacted by rising interest rates especially with their debt being over 2x or would they simply pass on their increased expenses to their customer? Not sure how much competition they have in that space. Thank you in advance for your expertise.
Read Answer Asked by Cheryl on July 21, 2017
Q: Hello Peter and All,

I look after my daughter’s TFSA and Investment Acct. She is 7% under weight in Tech with holdings of: (OTEX 2.3%), (PUR 1.4%) plus ( QQQ and other ETFs provide 4.3% Tech ), total portfolio, 8% Tech. Money will not be required for about ten years.

To bring her up to 15 % total would you suggest buying KXS plus add to OTEX and PUR, or would you use a different combination such as CLS instead of PUR.
Many thanks.
Read Answer Asked by Robert on July 21, 2017
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