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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 need to add Financial Services for portfolio balancing
I hold BNS, ECN, SLF
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine.
Or should I top up what I already hold? In what order?
Would you sell ECN to top off the others?
10 year hold. Medium risk
Thanks
Read Answer Asked by Marco on May 09, 2019
Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.

I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.

Your thoughts?

Thanks,
Robert
Read Answer Asked by Robert on May 09, 2019
Q: Looking to deploy this years tax return in my TFSA. I'm lacking tech investment. Looking for long term growth (10+ years). Could you recomment top small, mid, large cap in Canada.
Read Answer Asked by Rob on May 09, 2019
Q: I need to add Industrials for portfolio balancing
I hold CAE, SIS, TFII, WSP
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine.
Or should I top up what I already hold? In what order?
10 year hold. Medium risk
Read Answer Asked by Marco on May 09, 2019
Q: GSY just reported. It has been growing earnings at a rate of 24% per annum for the past 5 years, pays a 2.3% rising dividend and seems to have reasonably good management. Why is it not a $100 stock? No, seriously why is not a $100 stock?? I've owned it for a few years now and I'm not complaining. I've done very well with it. But I really don't get the valuation. What is the unspoken issue?
Thank you.
Read Answer Asked by John on May 09, 2019
Q: 3:44 PM 5/8/2019
I really apreciated the TSX60 list with US revenue percent for each company. I do however have some questions. Several of the numbers were a surprise.

1. We are told that TD Bank is 50% or more American with a branch on almost every corner in many large US cities but your list shows only 26% of revenue is derived from the US. Can you confirm this number as it makes a big difference to my investing decision.

2. I see Emera has 70% of income from the US which seems a little high to me as I understood that Emera was about evenly balanced between Canada and the US.

3. Fortis with huge investments in ITC in Michigan and 6 adjacent states [the largest independent electricity transmission company in the United States], in Central Hudson Gas and Electric and in UNS in Arizona shows just 9% US income. Surely this figure is sadly out of date.

Can we trust the rest of the figures in the list?

Thank you.............. Paul K
Read Answer Asked by Paul on May 08, 2019
Q: Which of these would be safe for a longer hold as I am retired. If CSH is one of these what about the high P.E of 165
Read Answer Asked by nick on May 08, 2019
Q: Greetings,

I have very few US holdings and have been reluctant to buy more for various reasons. However, I bought a fairly small position in SEDG a few months ago with the idea of making it a full position for a long term hold. Today it is up more than 20 percent based on quarterly earnings. Should I increase the position now or maybe wait to see if it settles down? Also, could you give a little insight as to why the big jump based on this quarter. I can't see what was so sensational. Thanks.
Read Answer Asked by Gerald on May 08, 2019
Q: Hi, my only "basic materials" holding is Stella-Jones. It's a half position and is about 2% of my portfolio, which your analytics tool is telling me I need to bump up to about 4%. Could you suggest options under "basic materials" and whether I should increase SJ to a full position.

On your Portfolio Analytics tool, which I like, is there a way to enter holdings in US dollars, or are we to convert the Base Cost to USD when inputting those values?

Thanks,
Robert
Read Answer Asked by Robert on May 08, 2019
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