Investment Q&A

Q: Any comments on the 5%+ drop today. Would you recommend adding to this level. The stock is up 90%+ in last one year so would this be profit taking? I do not see any negative news. Thank you for the answer.

Q: My industrials currently consist of SIS@4.3%. BIP@ 3.8% and ZCL@3.5%. Each month i have the ability to contribute about 1% of portfolio value. I would like to add to my industrial section. Any suggestions or changes to holdings? Probably happy with three stocks but could add another. Hold about 33 stocks in my balanced portfolio.

Q: Hi

I have 25000 investable cash for my tfsa acct, can you recommend 3 stocks I can pick for a long term(5years)hold.

Thanks.

Q: I have opened an RESP for my 5month old with 3K in it (2500 plus 500 from govt). I know its small the first year, but I don't want to add a Canadian ETF as they are too oil and gas and financial focused.

I would like to own some good Canadian growth names that will hopefully be worth a lot when she heads off to school in 18 years and would like to keep it small since it is a small account to start. My idea was the following 7: GUD, SHOP, SIS, T, TD, AQN, PBH. I would like your opinion on them. Would you do anything differently?

Once I own all of the Canadian stocks my plan is to add XAW for world diversification.

What do you think of this idea? Which stocks would you add to the account first? I was thinking of starting with either 3 of 1K each or 4 of 750 each. I pay 7 dollars to buy them which isn't too bad.

What order would you add in?

With only 3K per year in the account it would take 3 years to get the stocks and ETF. I could just add another 2500 to the account now so that I can buy more of it now and be instantly diversified. I would not receive the grant on it but would I still receive future grants?

Q: I am wondering how to proceed...SIS is held in a well balanced "balanced" portfolio and now it's weighting is 7.8% with 55% unrealized gain. (SIS position is held in TFSA). I'm wondering
which "rule" I follow now....reduce the weighting or let the winner run? How do I decide which one to follow for SIS? Or do I do a compromise and cut the weighting to 6% rather than 5%?

Q: Hello
I currently have a 20% gain on Rogers and was thinking of selling as I would like to use the funds to continue emulating the growth portfolio. With the funds from the sale I would buy a position in PUR and add to Savaria. Appreciate your comments. I have over a 5 year time horizon.
Thanks
Sal

Q: 2 question : So bomber has bounced a bit so time for me to suck it up and sell at a 30% loss. Sell now or hold off a few more days to see if it has some legs.

Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.

Q: I purchased Savaria at a much lower cost and sold taking profit. It has gone up steadily since I sold If I purchase shares at this 17+, is there much growth left in the company?
Thank you

Q: I am wondering whether it is time for me to dump these two and put the money into something with a bit more of an uptrend. Am thinking of SIS for one. What's your opinion on the future trends of these three for the next 1 - 2 yrs?

Q: Hi folks,

i would like to establish a position with this company, am I to late to jump on the train with this one. From what I have read you guys are firm believers in buying stocks that are going up, and this is certainly the case with this one. Could I get your well respected opinion. Looking to hold this for the long haul.

Thank you kindly.

Q: Gentlemen,
RESP has BNS,GUD,OTEX,T in equal parts. There's room for 2 more.
I'd appreciate your thoughts on what you would select at this time. Thank you.

Q: I honestly do not understand the rise, the p/e valuation of this company, this is no company reinventing what they do,nothing high tech, only providing a much needed product. I mean is there not someone else in north america that also provides these products and trades at a more reasonable valuation, or do they have the whole market all to themselves, if so,than it can go higher and higher,i guess. So my end question is this the #1 company in the Canadian & US Markets?

Q: Could you please comment on SIS movement in share price today.
What do you think of PHM's earnings they seem to be trending in the right direction. With the aging demographic are they finally getting it together trending in the right direction. So is it time to move in to the stock. However the shares are slightly down today. Is the negative influence of the original hustler owners not subsiding? Thank you for your great assistance.
mike

Q: I am very pleased with performance of SIS. I have a double past 12 months.

Question is what other Canadian Companies will benefit from the aging of Canadians. I read that 10,000 Americans a day reach the age of 65 ( The Baby Boomers ) and this will continue for the next 18 years. That is a lot of people that will need some form of assistance. We must have similar demographics in Canada.

What U S Companies fall into this category as well as Canadian Companies Thanks very much. bob

Q: Do you see any reason for the nice jump today?

Thanks

Sheldon

Q: hello5i
I have a tfsa account and would like to include a stock from your balance equity portfolio kindly advise which one do you suggest
regards

Q: My wife and I just started out an resp for our 3 year old. We only have enough to start out with one position and are planing on adding a potion or two every year. We are ok with some risk at this stage. Can you recommend one or two stocks at his point in time with good potential over the next 5 to ten years? I was thinking GUD may be a good fit. You are the experts though.

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my healthcare sector which is 8% of my current portfolio. Would you add, swap or remove any of them? I am unsure of CRH. My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you

Q: Hi can you rate the above four companies in terms of long term growth potential, from best to worst. Safety should play a minor factor as well.

Thanks

Q: Can you please comment on the earnings of SIS,TOY,ECN and KWH.un with regard to expectations and your opinions moving forward.
Thank you