Investment Q&A

Q: Both these stocks are in my portfolio at a substantial loss. At what point does one, or for that matter you, decide to sell a position as it slides downward. Some have argued that if a stock slides 10% that it should be sold. Perhaps not the best rule of thumb but it would avoid the substantial losses in the company's share price. TCL continues to slide each day seemingly without a bottom. So at what point do you pull the plug on a position and move on? Recent research I have seen on TCL sees potentially another $3-4 of downside, Where do you see each of these companies forming a bottom?
Clearly the market is not in love with either of the two at this time. What will change this?

Q: 26 Sep 2018 08:23 ET

CNW Group - CND

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Aecon Group Inc. ("Aecon" or the "Company") (TSX: ARE) today announced that it has completed its previously announced public offering of $160 million aggregate principal amount of 5.0% convertible unsecured subordinated debentures due December 31, 2023 (the "Debentures"). The Debentures will commence trading today on the Toronto S
As previously announced, Aecon intends to use the net proceeds of the offering to fund the redemption of Aecon's 5.5% convertible unsecured subordinated debentures due December 31, 2018 (the "5.5% Debentures") and
Hi: I’m no business whiz, but this sounds like selling new debentures to pay off old debentures. More debt on top of debt? Is there a problem with Aceon or is this normal practice?

Q: Why has this Co. done so well in the last year?

Would it be risky to buy now.?

Q: Hello, This company Pancon Resources is a junior mining company that is threatening to develop a copper/nickel/cobalt mine in the cottage area south of Bancroft where I own a property. The companies shares sell for $.06. It has no revenue and the book value is close to 0. It does not appear to have any affiliation with a legitimate active mining company. Should I be worried that this development exercise could result in an operating mine? Thank you Alan

Q: Hi, I have made some pretty good profits in the marijuana sector but I feel like there's a down turn coming. Can you suggest some companies to invest my profits given the uncertain trade climate and terrifs. Dividends and growth potential are important factors.

Q: Hi Guys: . . Thank you for this great service; I am learning new things frequently. Two questions: I hold VEE and ZDM at about 6-7% each in my registered accounts. The share was higher, but I trimmed it recently in favor of individual stock holdings. Q1: With rising oil and US dollar prices, would you say that VEE is likely to remain stressed for another year or more? As per Vanguard it does have large India, Brazil, and South Africa components, countries I suspect might be more vulnerable to these stress factors than perhaps China & Taiwan, the biggest components. Q2: With Brexit approaching fast would you consider ZDM rather risky at this point with a 17% UK component? Again, what's the outlook in your opinion for the next 1-2 years.

Q: AIM stock price is doing well lately, do you think it is a buy?

Q: Hi 5i
Would you please rank the above stocks for growth in the next 2 years.
Thanks

Q: Hi, I was wondering if I could get your thoughts on NINE. They are opening retail stores in Winnipeg on Oct 17 (they are one of the first companies authorized to do so in Manitoba), and there is a lot of buzz over this company here. But I know this industry is very overpriced, so I am hesitant to invest quite yet.

Thank you
Mike

Q: What would bee your top two picks for:

1. Canadian Banks?
2. Canadian Tech?
3. Canadian Healthcare?
4. Canadian Consumer?

Q: Hello, I have owned this company for about a year. It has fallen by approximately 50%. Do you think there is any chance for a rebound in this stock?

Thank you Alan

Q: How do you explain the 10% loss over the last 2 weeks? Could you provide your opinion on the company?

Q: Hi, I heard a positive report on this company suggesting it is starting to turn around. Do you agree.
Thank you Alan

Q: Hi Peter, what is your thoughts on the latest news release about Sears US averting bankruptcy? It's predictable it will happen, consumer taste buds are different (i.e. online / amazon). But what about the management that we so value when investing in great companies? Shouldn't Eddie Lampert be questioned or lawsuit against him? For years he's depended on Sear's real estate value to save itself and hasn't his investment company taken away the value of Sears in the end, despite all the CEO turnovers for Sears. Shouldn't he be the one in the end to blame? Does he make any money after pouring so much money back in there each time? Bad management wouldn't you agree?

Q: DOCU has continued to drift lower since you last commented a few weeks ago. Do you see it forming a bottom and do you see this as a good entry point? Any change in your somewhat positive view of the company?

Q: Has your opinion changed since your last comments in May when you said the company was too risky. It seems to have legs. Thanks, Bill

Q: Hi 5i team:
I am looking to add to my position in the tech sector and would like to ask you to rank the following stocks: ENGH, CSU, OTEX, GIB.A. I already own SHOP, KXS, DSG. Is it a good time to add to my portfolio? Are the opportunities better in the U. S.? Thanks,
Pierre

Q: I noticed that RHT has yet to issue or report their June 30/18 annual report. This seems a longer period than normal at this time. How long do they have to issue this? thanks

Q: Hi 5i Team,
At the recent Toronto Money Show, David Rosenberg advised that the leading indicators he monitors are showing signs of an economic slowdown. He advised people to become defensive. My question is what does he mean by defensive and how does a retail buy and hold investor do this. Would it be possible to give examples of defensive sectors and stocks?

Thanks and regards,
Danny

Q: Please correct me where I am wrong, but these two ETF's track the same index (un-hedged US total market), but in spite of XUU having a lower MER, VUN seems to be the more popular choice, as well as seems to have a higher amount of daily trading volume. Any idea why?