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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: I am looking at reducing the number of holdings that I currently have. Please rate the sell order you would have for the above companies
Read Answer Asked by James on December 14, 2020
Q: Good afternoon, I'm feeling grouchy about my TFSA today. Quite a few of my holdings are underwater. Tech is the only area that has shown me any growth. I am down 46% on XTC, down 80% on HWO, down 36% on GUD, down 6% on BCI, up 5% on DOL, and down 6% on SIS. I know I can't claim losses but is it time to dump some of these and redeploy. I don't need the cash and can be quite patient and I know my tech weightings are getting high but it seems as though that's where most of my winners are. How high would you let your tech weighting go in a TFSA that is a long term savings vehicle. Thoughts?
Read Answer Asked by Rod on December 03, 2020
Q: Hi, I'm currently holding a few of these positions in our TFSA's along with SHOP, LSPD, WELL, etc... I'm trying to determine if these four stocks fit best in a TFSA or other accounts? I try to put the highest growth stocks into our TFSA's. Would you swap any of these names out with some of the other high growth stocks you like and put these into an RSP, LIRA or non registered account? Thanks!
Read Answer Asked by Keith on December 03, 2020
Q: Could I get suggestions for long term dividend paying stocks for a young investor to add to these stocks.
Read Answer Asked by Roy on December 03, 2020
Q: I'm currently in SIS, but not happy that they haven't grown the company this year and am worried the cuts to maintain net income may hamper future growth, unless a major acquisition is made.
I have a long term horizon and rarely sell, but I am considering a switch to REAL. Would this be wise in your view, or should I be more patient and forgiving with SIS?

Other than personal RE and BAM, I currently have no equity exposure to RE at this time.
Thanks,
Read Answer Asked by JAIME on December 02, 2020
Q: Have $12,000.00 to invest, current BMO Inv Line allocation is as follows:
Communication 8%
Cons Disc 21%
Cons Staples 13%
Energy 6%
Financials 32%
Health Care 11%
Info Tech 1%
Companies held AW, RBC, SLF, SBUX, WMT, BCE, PFZ,SIS, BB, ENB, TNY, HEXO,VTR,ParkLawn

Would appreciate your thoughts on how I could deploy the cash.
Read Answer Asked by Paul on November 30, 2020
Q: I need to raise some cash. Could you recommend which 6 of the above list you would sell first. Keeping in mind that I would be rebuying some of those as cash again becomes available.
Thanks for your advice.
Read Answer Asked by Rod on November 27, 2020
Q: Hi. I follow your Canadian balanced portfolio and have all the above industrials except XBC. Following your advice to not to add to losers SIS has become my smallest holding at 2%. I have had it for over 3 years so not really down when considering the dividend. My though is possibly replacing it with XBC. Your insight would be appreciated. Is SIS just out of favor and XBC overpriced. Or does XBC just have so much more potential?
Read Answer Asked by Paul on November 23, 2020
Q: Greetings 5i,
I am looking to reduce my Industrials and hold each of these stocks In various accounts. I would prefer to trim an entire position rather than a portion of each. In what order would you reduce these holdings today? Tax-loss selling is not a factor.
Thank you
SP
Read Answer Asked by Steve on November 23, 2020
Q: Hi,
if you were putting a fund together comparable to VGG, but for Canadian equities, what might be your first 5 top picks assuming the same criteria for the ETF? Also, what would be your 3 honorable mentions?
When comparing CDZ and VGG what are the main differences in terms of the stocks that make up these two ETF's?
Many thanks,
Dan
Read Answer Asked by Daniel on October 27, 2020
Q: Why would SIS have released a "pre" quarterly report when their actual results are scheduled to be issued in a couple of weeks? If memory serves, I think they did this last quarter as well but they are one of the few, if only, companies that seem to do this. Should anything be read into this early disclosure, despite the fact it is good news?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 23, 2020
Q: I'm looking for some ideas on how to strengthen my healthcare holdings, which only account for 5% of my portfolio. I have a full position in NVO, half positions in CSH.UN and SIS, and have just started to build a position in the PSCH small cap health care fund. GUD and COV are technically present, but both are losers and small enough to ignore/sell.

Q#1: What additions/changes would you suggest for a retired person who is in pretty solid financial shape (5 year holding horizon, can tolerate some risk, but not aiming to shoot out the lights)?

Q#2: What percentage of the total portfolio would you aim to put in healthcare these days? It seems like there are a lot of developments in this field.
Read Answer Asked by David on October 20, 2020
Q: Good evening, as 2020 comes to an end it has been an eventful year for stocks. Can you recommend 10 beaten down canadian stocks that are value companies that got the short end of the stick this year? Canadian stocks that have all the criteria you look for ( strong balance sheet, good management, low debt etc ) and will recover as Covid runs it course over the next 6 month or so. I am a more risk tolerant investor with over 25 years before retirement.

Jeremy
Read Answer Asked by Jeremy on October 20, 2020
Q: Over the last 10-20 years, I have found that I have done the best buying and holding several smallish, but established companies that seem to have good long term growth prospects. Have made very large gains by holding stocks like CSU, BYD, PBH, WSP and GSY for 5, 10 or more years. I am trying to identify which smallish but established companies might be the best candidates to produce some very significant gains over the next 10+ years. Would you please rank the following in order according to which you think are the most likely to generate some very significant gains over that time frame. I hold the majority of these, but not in large positions, and there are a few I do not currently hold. Also, if you have another 2 or 3 companies that you think would fit this strategy, could you indicate which ones and where they would rank in the list. I'm not worried about sector, as my portfolio is well diversified, and I am tolerant of risk. Take how ever many credits you feel this question is worth. Thank you.
ABT, DOO, ECN, ENGH, GDI, GOOS, LSPD, PEO, REAL, SIS, TCS
Read Answer Asked by Dan on October 14, 2020
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