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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 there,
I am an investor who generally does not like single company risk so i often end up with small groupings of stocks in the same line of business. Hence I owned these three in the packaging business for a fairly long period of time and done well in all three. Can you explain to me which of these business is likely to do better going forward and if you had to drop one which would it be. (i am thinking Winpak)

Thanks for all you do.
Read Answer Asked by kelly on May 11, 2018
Q: Which packaging manufacturer has the best ability to transition away from plastics into recycled and/or paper based packaging? As TCL reinvents itself as a flexible packaging producer (Coveris acquisition) do you see this, or have you heard this discussed by management?
Read Answer Asked by Michael on April 20, 2018
Q: What is your opinion of ITP as a long term hold? Do you prefer other companies in the same sector like CCL?
Read Answer Asked by Gary on March 29, 2018
Q: Could you recommend 5 growth and/or income companies that are debt free? I currently hold CGY which, I believe is debt free. Thank you.
Philip
Read Answer Asked by Philip on March 12, 2018
Q: all of these holdings are between 1-3%...financials i hold 13% with energy next largest at 6%...yet all of these are hitting 52 week lows...which would you consider dumping if any...yours truly dazed and confused...
Read Answer Asked by adam on February 14, 2018
Q: If we expect a trend towards more internet/online shopping (eg. Amazon), is there an investing opportunity in companies that provide packaging for this type of service? Personally, as I've used more online shopping, I've used Canada Post/UPS/FedEx significantly more, and I've been recycling a lot of cardboard boxes. Would CCL.B or WPK have any positive exposure to this type of trend? Any other companies that would?
Read Answer Asked by Mike on January 03, 2018
Q: Listed above are the stocks i currently have in my TFSA Would you suggest selling any of those listed and what would you suggest adding for 2018? All are approximately equal weight in my portfolio?
Thks for all that you do

Marcel
Read Answer Asked by Marcel on December 28, 2017
Q: Have done some tax loss selling and could do some more. Have losses in both CRH and WPK. Don't need the $ however could deploy elsewhere if freed up, and use loss to offset some 2017 gains. Any indicators to say which one may stage a decent recovery sooner than the other?
Read Answer Asked by Bob on December 22, 2017
Q: Hi team,

Could you please provide a valuation comparison on these two companies, insider ownership, ROE and your general preference?

Many thanks
Read Answer Asked by Keith on December 13, 2017
Q: Reviewing my portfolio at this time of year,i have decided to take a more defensive approach for 2018.I have recently purchased a couple of gold stocks(aem & lk).I am unsure if gold still has the downside protection for a portfolio that it used to.
Also with the expected interest rate increases will dividend paying large caps have the desired benefit of portfolio protection?
Do you have any suggestions on some debt free dividend paying companies that will do well in a flat or slightly down market.I don't care if they are small,medium or large cap companies!
Read Answer Asked by Randy on November 16, 2017
Q: Hi, I own both these companies, am now flat or slightly negative. Would you suggest
more patience, or time to move on to better opportunities? Any suggestions for replacements, they are both part of a full portfolio with the goal of dividend as well as capital appreciation. Thanks, Lavern
Read Answer Asked by Lavern on November 02, 2017
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