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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: Could you please rank these 4 stocks. Looking for growth and willing to hold for at least 5+years. This would be for a TFSA with a growth tilt to it. Do you see all these companies as a good investment? Thanks as always.
Read Answer Asked by Aaron on March 14, 2019
Q: Hi Gang, good news is I sold most of the above with gains except for COV and KXS, looking closer if I did not the losses would put me in big trouble, over 40% for most of them from the high, I know that 2018 was not a stellar year but I'm 65 years old and can't wait 5 years for these stocks to come back, do you have any thoughts on how to get out before a stock takes a 40% haircut, is a 8% or 10% stop rule help or perhaps farther out. Thanks Anthony
Read Answer Asked by Anthony on March 11, 2019
Q: My question revolves around Peter's webinar and the thought we should know when to sell our losers. I bought the above just before the decline last year. All outpaced (negatively)the market decline considerably. During the recent market rally 2 have not participated with the market, the others have basically market performed. Leaving the value at this point -23%. There have been some misses in the last reports for these companies. As an investor what am I looking for now to continue to hold these positions or be a seller.
Thank you,
Mike

Read Answer Asked by Mike on March 07, 2019
Q: PBH, NFI, KXS, TSGI, GC, BNS, SIS, CCL and now TOY. Not good. It feels like, for some time now, a lot of risk but not the commensurate reward. Please comment.
Read Answer Asked by Darcy on March 07, 2019
Q: Long term TFSA. I am currently down 11%BNS;26%GUD;8%STN and 6%SLF. Have Plus 10% weightings in all 7 stocks.
Should I add to the (current) losers or add something new or add to my (current) winners.
Read Answer Asked by Paul on March 07, 2019
Q: This is a question that could apply to the above companies based on recent results but many others throughout a year. When a company you guys like misses earnings but has a reasonable explanation and the release/conf call doesn't turn up anything wild to be concerned about does it ever not make sense to buy or top up when the market overreacts? GC yesterday was another great example. Your thoughts please on when you would and would not be active buyers following a miss by a company you consider to be of high quality.
Read Answer Asked by Tim on March 07, 2019
Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?
Read Answer Asked by Charles on March 06, 2019
Q: At the present time I have a full position in Kinaxis, Constellation Software, and Shopify.
All 3 are in a non registered account. CSU and SHOP have done very well but KXS has been falling over the past year and I was wondering about selling it and buying one of the other 4 that I have listed. I am looking only at growth over the next one to two year time period. My risk tolerance is moderate to high. Which one would you suggest and why. Or would you just stay with Kinasix. Please deduct as many credits as you see fit. Thank you, Ian
Did
Read Answer Asked by Ian on March 05, 2019
Q: At the present I have a full position in SHOP and CSU. I would like to add another full position to my technology sector. Which to the above 5 stocks would you suggest for
growth only for a 1 to 2 year holding. My risk tolerance medium high. Could you please rank them from most growth to lowest growth and your reasons. Please deduct as many credits as you see fit.
Thank you Ian

Read Answer Asked by Ian on March 05, 2019
Q: I have $25,000 in my TFSA invested in the above companies, eaqch with a weighing of between 8% - 10%. Looking to add another $10,000. I'm 63. Preference is dividends and some growth. Looking for stability if another December 2018 were to repeat itself.
May I please have your suggestions, in order of preference. Please deduct appropriate credits.

Thank you.
Read Answer Asked by Larry on February 26, 2019
Q: I've done very well with SHOP (thanks to 5i) but it has grown to 12% of my overall portfolio. I really like to let the winners run, and am quite risk tolerant, however I am considering selling 20% and reinvesting the proceeds. I plan to top up KXS, which seems has good momentum, but need some other suggestions. What other technology stocks would you suggest at this time? Options outside of tech would be appreciated too.
Read Answer Asked by David on February 26, 2019
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