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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: SPB has taken a big hit since the beginning of this month. Do you know why? The technical based on my charting look quite poor. Are there any good reasons that we should continue to own the shares, ie do you see the share price recovering and if so why? In a recent ranking of stocks to buy similar to SPB ( your answer to a question) you rated this company last out of 6 or 7 companies, Not sure that instills a lot of confidence in our retaining the shares as I sense that you are not overly positive on the company?
Read Answer Asked by John on May 12, 2017
Q: Hi there,

I have a question regarding allocation and trimming. In the beginning of the year I had rebalanced my portfolio and started with ~4% weighting in 25 names spread over the Balanced Equity portfolio. Many of the names have performed well and have been growing nicely since. A the same time I have been adding new funds (via work bonus, tax refund, monthly contributions etc) to my portfolio. In many cases this has taken the ~4% starting position lower as the overall total portfolio amount has increased. I know you suggest being prudent and trimming names that have done well, however as I continuously add money to my portfolio, the names that have done well are not necessarily increasing in overall portfolio weight due to new funds being added. As new money enters in my portfolio I have been adding new names (versus adding to the starting 25 positions - my portfolio is currently about 28 names). In this situation, how would you recommend trimming the winners that have gone up over the last 4 months?

Thanks!
Read Answer Asked by Michael on May 12, 2017
Q: Can you please comment on the earnings of SIS,TOY,ECN and KWH.un with regard to expectations and your opinions moving forward.
Thank you
Read Answer Asked by Marty on May 12, 2017
Q: I recently subscribed to 5i, the ETF update and the Canadian Money Saver Magazine. I have been learning lots and you guys do great work!

I just finished university and am looking towards building my first portfolio. I have been comparing the various models portfolios from 5iResearch, the Canadian Money Saver Magazine Model ETF portfolio, and Couch Potato. I have an understanding about the goals and strategy behind all the model portfolios except for the CMS Model ETF portfolio. Similar to how you break down the model portfolios on 5i, can you provide an overview of what the CMS model ETF portfolio investment strategy, investment suitability/risk tolerance, and targeted annualized returns are.

Thanks for the great service you provide! Look forward to being a long time member!
Read Answer Asked by Justin on May 12, 2017
Q: Looking to add 4 positions for growth. I have high energy exposure but can add to all other sectors. High risk tolerance. Long term time horizon. Recommendations?
Read Answer Asked by Chris on May 12, 2017
Q: The Telus earnings release includes a statement that they raised the Q dividend 7.1% to .4925 (from .48). Looks to me like a 2.6% increase. Am I missing something here? Perhaps the 7.1% (incorrectly) includes a 2nd increase that they may make later this year (as they did in 2016)?? Thanks
Read Answer Asked by Gary on May 11, 2017
Q: I will have no other income in retirement and am looking to build a non-registered portfolio of dividend stocks for retirement as per an article you shared : http://business.financialpost.com/personal-finance/you-can-earn-50k-in-tax-free-dividends-but-theres-a-catch-you-cant-have-a-job. What would be a list of candidates good for a long-term hold where I just collect the dividend to live off? Thanks.
Read Answer Asked by A on May 11, 2017
Q: What do you think is the potential impact of the following? Thanks.

SHAREHOLDER ALERT: Brower Piven Commences An Investigation Into The Proposed Sale Of Span-America Medical Systems, Inc. And Encourages Investors To Contact The Firm For Additional Information

Details: http://www.businesswire.com/news/home/20170510006321/en/SHAREHOLDER-ALERT-Brower-Piven-Commences-Investigation-Proposed
Read Answer Asked by Robert on May 11, 2017
Q: Hi Team,
I believe the short interest in Shopify is now about 4.77% of the US float. Do you have any guidance on when the short interest can become large enough that the stock could become the victim of a short attack? I also know that SHOP has a fair bit of cash on hand and no debt, which may help protect it. Any thoughts you have about how a short interest in SHOP, or more generally any company, might become debilitating for a stock's price would be appreciated.
Thank you, Michael
Read Answer Asked by Michael on May 11, 2017
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