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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 Peter! SIS said in their statement "There are over a thousand resellers of accessibility products in North America." Their purpose behind this statement was to iterate that there are many opportunities for acquisitions that could improve synergies, but I'm more concerned about how they maintain a competitive advantage. Do they depend too much on R&D? If not, what makes them stand out from the rest and what are the barriers to entry? Is there any brand loyalty among its customers? Do you see them being bought out in the future (i.e. like United Technologies that own OTIS elevators)? Thanks!
Read Answer Asked by Michael on January 23, 2017
Q: Savaria peaked in October and has been going down since then. With today's loss it's reached the -10% mark where I usually think about selling stocks (I was stung by nortel and JDS uniphase during the dot com days and vowed not to ever again follow a stock down too far). I know this stock is a favorite of yours so could you tell me what might reverse this steady downward momentum?
Read Answer Asked by John on January 21, 2017
Q: 10:47 AM 1/18/2017
Hello Peter:
My 43 year old son has a very large position in DHX Media DHX.B - it is 18% of combined portfolios and 48% of his Cash portfolio. He currently has a 5% gain at today's price, and obviously should have sold some when it was over $8 but prospects looked very bright then and it seemed that keeping it was the thing to do.

Now there is little news and it seems not much interest in this company, and just a 1% dividend, so it is drifting but looking at the one year graph it seems that it might get over $7.50 in the next few months but maybe this is just wishful thinking.

We want to reduce the position to about 5-6% of the combined portfolios but want your opinion as to whether to wait for a better price in the year ahead or just go ahead now and sell about 2/3 of the position. Or Maybe just sell the whole position as there are better choices available.

The proceeds would be invested in three or four of these for a very long hold : ENB, ALA, RY, SLF, BIP.UN, SIS, PBH, ABT. Could you please rank these in descending order of desirability for growth and growing dividends?

Thank you......... Paul K
Read Answer Asked by Paul on January 19, 2017
Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?
Read Answer Asked by Charles on January 18, 2017
Q: Hi Team:

My 21 year old son is looking to invest his $5,500 2017 TFSA contribution into 2 growth stocks. Which 2 would be top of your list today given his young age and long time horizon.

Many thanks

Scott
Read Answer Asked by Scott on January 17, 2017
Q: I was thinking of buying these three stocks for my wife's portfolio (non-registered) - each would be a small position vs the overall size of her portfolio & represent diversification from the big blue chips she owns that pay & increase dividends on a regular basis. As well, they represent industries she currently is not in. All rated a B - so, wonder about risk? Long -term holds.
Read Answer Asked by James on January 11, 2017
Q: I currently hold these stocks in my TFSA. I want to max out my TFSA account for 2017. I have equal positions in all. Would you recommend to add to the exiting stocks or add a new stock(s) like SHOP, TOY, or KXS. Current holding are in the six figures. Thanks for your input.
Read Answer Asked by David on January 10, 2017
Q: Starting a TFSA and have narrowed down a larger list of 10-12 stocks to these four. Still doing research on each of these, but I was wondering if you thought this was a good mix for a TFSA, while adding different sectors as the years progress.

Thanks,
Jason
Read Answer Asked by Jason on December 30, 2016
Q: I'm currently holding positions of about $1000 each in my 16 month old daughters RESP for SHOP, GUD, PBH, and TOY.

I'll have enough to purchase a couple new positions shortly. I was thinking about KXS, and SIS, but wanted input as to whether this is a good plan with regards to sector weighting etc.

Thanks!
Read Answer Asked by Chris on December 16, 2016
Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services
Read Answer Asked by Peter on December 12, 2016
Q: Hello. I have a 31-year old son who I've been investing on behalf of for the past two years. Since he started earning a regular income, he has loyally saved and invested in his TFSA (up to the maximum allowance) and started to make some contribution to his RRSP as well.

In his TFSA, he has three stocks (TD, AQN, ECI) and other Canadian and US ETFs (VFV, XIU, XEG, ZLB, XQQ, VEF). Now, given the fact that he has some time before retirement, my new plan is to sell ECI, AQN, or possibly BOTH to buy into more growth-oriented stocks. Do you think my new strategy makes sense? Should I sell ECI, AQN or both or none?

In my mind, there are several stocks that fit into a long term growth strategy. These include SIS, PBH, ATD.B, KXS. If you can think of a better one, please let me know. Your advice is very much appreicated. THANK YOU IN ADVANCE.
Read Answer Asked by Esther on December 06, 2016
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