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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: At current levels which should we sell/keep ? They now total ~35% of overall equity holdings, and ~20% vs overall holdings inc cash. Thanks.
Read Answer Asked by Paul on August 22, 2019
Q: Looking at the BE portfolio, which are the 4-5 companies with the best balanced sheets?
Read Answer Asked by Christian on August 19, 2019
Q: Man--Best Q for Rev & EBITDA.But missed EPS expectations 7 of 9 last Qs.Does this indicate a management issue? Is it time for me(p/p $17.28,a 34% loss) to move on?If so.please suggest a replacement(does not have to be in same sector).Initial big pop($12.29H up 0.89),then disappeared to only 0.02 gain for the day.Maybe partially due to u comment this morning.Txs for u usual great services & views
Read Answer Asked by Peter on August 16, 2019
Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks
Read Answer Asked by Roy on August 09, 2019
Q: I hold the above in my TFSA. I treat my TFSA as part of a total portfolio so although each is about 20% of my TFSA, my overall weight for each is 3% in my total portfolio. Needless to say my TFSA has not performed well this year. Each of these companies (Except for ZQQ) seems to have lost significant value this past year. 5i seems to still like these names but I am starting to think that they are going the same path as some previous darlings of 5i. So my question is: with a 5 year outlook, should I continue to be patient or sell any of these and move on.
By the way, I did ask a question last week and voiced my opinion on some comments....never got a reply??
Read Answer Asked by Rudy on August 08, 2019
Q: Hi Peter, Ryan and Team,

In my TFSA, I have FTS, KXS, PBH, PHO, SIS and WPK. Currently I am down on PHO (30 %) and SIS (20%) and the others are doing ok. Do you think the mix is right for a long term outlook? If not, could you recommend what to swap out and replace?

Thanks again for all your great work.

Marvin
Read Answer Asked by Marvin on July 29, 2019
Q: A good chunk of my TFSA was chugging along nicely to the tune of KWH and its nice dividend, but ... alas ... no more!

Thinking of redistributing the money into WCP ... or any of the others in the energy sector mentioned above. Your thoughts?

I've also been toying with avoiding the sector altogether in this account (since I hold Enbridge and Algonquin Power in an RSP) ... and stepping over to Savaria?

The crystal ball question (without holding anybody to account is!) ... is ... which is likely to do better ... the energy picks, or Savaria? (I'm looking for a dividend with some growth in this account.)

If I should avoid ALL of these at the moment, any other thoughts on "growth with dividend"?

Thanks, as always!




Read Answer Asked by Sylvia on July 25, 2019
Q: Both SIS & TSGI continue to be pounded,SIS $12.54 down 0.11,1yr low $11.41. TSGI $20.80 down 0.86,1yr low $20.25.Any reasons?Is it time to start a position in TSGI & add to my 3% position in SIS(p/p $17.28) Txs for u usual great services & views
Read Answer Asked by Peter on July 19, 2019
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