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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: hi Peter can you recommend 3 Canadian companies that offer long term capital appreciation have reasonable debt levels and derive better than 50 percent revenues from US operations thanks Richard
Read Answer Asked by richard on June 21, 2018
Q: Hi there,

If one were buying NFI and TSGI today - would you add equal weight into both positions, or would you be adding a larger position to TSGI over NFI? In other words, if the combined weighting was 7% between the 2 names, would you do 3.5 in each, 4/3, etc? My investing goal would be to achieve higher growth but still maintain diversification between the two holdings.

Thanks!
Read Answer Asked by Michael on June 19, 2018
Q: Hi folks. New Flyer is a position I took last November and as a result I am down significantly. That said, I have been reading your responses to questions asked in which you stated in part; "we would not view NFI as an outright sell at this time. " This statement could indicate that it maybe a sell and you are not sure yet? Also I am wondering if the course issuer bid NFI announced on 11 June maybe in response to or in anticipation of, a further decline in the stock price?
Thanks All
Read Answer Asked by Stephen on June 18, 2018
Q: Hi 5i, my portfolio is marching along nicely thanks to your advice. I am questioning holding onto NFI. I am on par and have owned it for about 8 months. Because of exposure to tariffs, I'm wondering if it will stagnate and if a switch to PBH, one of your stock recommendations that I do not yet hold, might have more growth possibility in the coming year(s). Your thoughts are appreciated. Thanks!
Read Answer Asked by Kim on June 15, 2018
Q: Peter and Team:

I am a long term investor and understand your thoughts on market timing and political influences.
Having said that, which companies in your balanced portfolio stand the most to loose if we get into a protracted trade dispute with Donald and his gang.

Thanks

Phil

Read Answer Asked by Phil on June 13, 2018
Q: Good day guys!
Question on weighting in different sector:
I am currently over weight on energy 17% (VET, ENB, ZCL,EFX,PKI,VII) and underweight on industry 4% (on has NFI), if I want to trim it, which stock would you recommend to sale in energy and add in industry? Thanks!

Read Answer Asked by Yang on June 12, 2018
Q: Please rate the above companies in order of preference.
Thanks.
Desiree
Read Answer Asked by Desiree on June 12, 2018
Q: Good Morning Folks,

I own half positions in several companies - AFN, AC, TCL.A and NFI. Do you think now would be a good time to increase some or all to full positions?

Thanks for your assistance.
Dennis
Read Answer Asked by Dennis on June 05, 2018
Q: Looking to replace RME in my "manufacturing and Industrial" sector of my Income producing portfolio. I currently hold WSP, CSH.UN, NTR, CAE, ET, FTT, DIR.UN - can you provide some candidates I can take a look at ? Once again, I greatly appreciate your advice.
Read Answer Asked by JOHN on May 28, 2018
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