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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: Transcontinental and Lightspeed are my 2 Tax Loss candidates this year. I intend to buy back LSPD. Is there any compelling reason to buy back TCL?
Thank you
Read Answer Asked by Marty on November 19, 2019
Q: I have one account, a very small part of my overall holdings, that is now 100% cash. This account will only hold one stock and I am considering ECA, PEY and TCL.A. How would you rank them?
Read Answer Asked by Dennis on October 29, 2019
Q: I currently own TCL.A and NFI in my RRSP account and underwater by quite a bit and wonder if it would be better to sell one of these stock and buy BAD? I would add BAD but then I will be overweight in this sector as I also own WSP, SIS and CAE.
Thanks
Read Answer Asked on September 09, 2019
Q: Good morning. I sold these company for tax-loss selling purposes and are wondering if I should buy them back or is there better options? they are all small positions in my well diversified portfolio . wcp and vet are my only oil and gas holdings. i'm a long term investor and can wait but not if any are loss causes. you can deduct as many question as u like .

Thx
Read Answer Asked by Stuart on August 02, 2019
Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.
Read Answer Asked by Federico on July 24, 2019
Q: This is a follow up to a question Chris asked on July 17, 2019. He asked about industrial companies, and included NFI and TCL.A. You did not correct him. Would you consider these to be industrials?
Read Answer Asked by Federico on July 22, 2019
Q: Hi 5i,

Looking to rebalance my industrials listed above. Before asking my question a little background info: Sitting at 10% sector weight with each of the listed stocks at equal weight. I would like companies with manageable debt, conservative growth and mid-large cap, with growing dividends. Shareholder friendly companies are also a nice to have. I also have a 10+ investment horizon.

Questions base on above, and please deduct as needed:

1) Would you continue to hold these stocks?
2) Which ones would have major issues if and when a slow down occurs?
3) Given answers to above, which new industrials would you recommend to replace the above?

Thanks,
Chris


Read Answer Asked by Christopher on July 17, 2019
Q: I need to sell one of these three. Which has the dimmest outlook? Also the one with the strongest prospects, please.
Read Answer Asked by Jeff on July 05, 2019
Q: My wife is down quite a bit on RHT, TCL.A, ENGH, RME, ADW.A, RAY.A, for a 5-10 year outlook, would you recommend to hold or sell? Thanks.
Read Answer Asked by Andrew on June 03, 2019
Q: Retired, conservative dividend investor. I consider a "full" position to be around 5%, which is reserved for the likes of "true blue chips" (BCE, BNS, RY, FTS, TRP, etc.) and lower weights for non-blue chip. I hold the following securities, with the following weights:
CGX = 4.4%
NWC = 2.7%
PBH = 4.8%
TCL = 3.3%

Q#1 = Regarding topping up, I am virtually at a full weighting with CGX and PBH. Based on today's Qtr results for CGX, would you top it up?
Q#2 = Given my blue chip comments, would you add more to NWC? I was thinking of moving is to 4%.
Q#3 = Regarding TCL, I am down (surprise!). At $15, it is looking very interesting. Depending on the width of your pencil, it looks like a decent level of support right where it is now...versus catching the proverbial falling knife. Current strategy = wait for Qtr numbers June 6...agree or add a bit?
Three questions...please deduct 3 credits.
Thanks...Steve
Read Answer Asked by Stephen on May 13, 2019
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