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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: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: Hi 5i,
Of the following list which ones will you let go:
PAAS, PHO, MX, SIS, TOY, WEF, NFI, TFII, PBH, and GUD,
and which ones would you keep and why.
I know is not and easy answer, please deduct as many credits as required.
thanks
Fernnado
Read Answer Asked by Fernando on July 08, 2019
Q: Two questions:

I read this morning about Canfor shutting down a BC interior mill due to lack of raw log inventory and processing costs. The article indicated that more mill shutdowns in BC will be inevitable due to the same factors.

Does WEF have a sufficiently large inventory of harvestable trees to avoid shutting down any of their mills in the foreseeable future? What about the processing costs at their mills. Are they at the lower cost end compared to other mills?

Thanks as always
Peter

Read Answer Asked by Peter on June 05, 2019
Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?
Read Answer Asked by Dave on June 03, 2019
Q: These three companies are a part of balanced equity model portfolio as of last report. All three are down somewhere in the range of 15-20% since April 30. Do you still like/recommend them (i.e. are they still a "buy") or there is a change in your views and you are going to dump them and replace in BE portfolio?
Read Answer Asked by Jeff on May 23, 2019
Q: WEF has been in losing ground for a year, and seems to have been range-bound for the four years previous. Do you think that yet more bad news on duties is already priced-in, or could things get quite a bit worse from here? Interestingly, Tier 2 data shows a disproportion of bids (vs asks) close-by the trading price; I would have thought this implied buyer confidence in future prospects - yet the price is not being supported.
Read Answer Asked by John on May 13, 2019
Q: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.
Read Answer Asked by Lee on May 08, 2019
Q: Given that the sector is out of favour at the moment, I wonder if you could give me the names of the 3 or 4 Canadian forest products companies that you like best overall considering balance sheet, income stability and dividend. I'm prepared to wait a while for a recovery but there seem to be some decently priced companies in the sector at the moment. Finally, do you think that it's advisable to invest in this sector at the present time if one has the patience to wait for recovery? Many thanks. Don
Read Answer Asked by Donald on April 29, 2019
Q: CLIQ( 2.0%) NFI(2.2%) TCL.A(2.4%) WEF(2.7%) I am in a loss position in these 4 stocks and have some cash and wondered if I should top all of these stocks to a 3% weight ? All of these stock are held in a RRSP account and have 20 years before retirement.
Thanks
Read Answer Asked on March 27, 2019
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