Investment Q&A

Q: Is gsy a buy now do you still like it. Its being going down pretty steady.

Q: What is your favourite Canadian growth stocks? Thank you!

Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks

Q: Good day. This is a follow up question to a couple of previous questions related to my daughter's TFSA account with a 5+ year hold period, moderate risk with growth and dividend prospects, Based on your responses she holds the companies mentioned in her portfolio. Based on her weightings she has enough cash left to invest in one more equity. She is considering adding either T, TIXT or LNF. In your opinion which if any would be the best choice and do you have an alternate selection and perhaps a comment on the portfolio? Thanks for your learned guidance.

Q: Which company has the most upside. If you could only buy one which one would you prefer.

Q: These stocks have been on my radar for some time and they, except GSY and DSG, have dropped significantly. What price levels should I start accumulating them and in what sequence? Thank you.

Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments

Q: Hi 5i!

My mother has some money to invest for 5 years. I was thinking to gsy and toi. Can you recommand 3 more growth stocks with an interesting value in other sectors than financial and tech?

Many thanks!

Q: Is there a need to readjust these significant losers in a RRIF ?
My Tech is over 20% now (even with LSPD loss). If I were to "trim" the tech down would you keep LSPD and sell KXS and reinvest is something less volatile in a otherwise balanced RRIF ? maybe BCE, CNR, GSY, or FTS ?
Thanks as always, Peter

Q: Would it be correct to say GSY has marked to mkt. profit on AFRM up to Sep. 30? If so, then would they still have about $37. CDN on the balance of 368,000 if AFRM closed the year about $150.US for a total about $13,500,000. CDN?
Thanks

Q: With the pending takeovers of PFB and VEG I need your top ideas for new $$, let’s assume my portfolio is generally well diversified, and a bit of risk is fine but I have no interest losing what I have gained!! Lol

Q: Thanks Peter. Your services have been very educational and rewarding. Had a good year. This is my first year of subscription and I just upgraded to the full Investor suite services. All the Q&A and research reports have been very helpful. It has made me more disciplined in my decisions as well as provided greater insights to the Investment process

As the end of the year, I am reflecting on the investments done in the year. I seek you opinion to opinion some of those as under. Position size or Industry allocation is not an issue. Time horizon is long 4+. No tax consequences and have patience; there is no need to raise cash

A. Stocks with above average returns-

ATZ 62%, TOI 72%, SIS 39%, TFII 19%, DOO 19%, NVEI 49%, WSP 32%, SHOP 19%, GSY 72%, U 106%

Do you recommend continuing to hold all of them? Would you consolidate sell some and add to some?
Would you endorse Investing new fund in 1 or 2 of them at current price to go to full position

B. Under performing stocks (loss/down)-

AT 56%, CTS 8%, EGLX 40%, LSPD 8%, MRS 69%, QST 35%, XBC 52%, Well 26%, AMGN 10%

Do you still have the conviction in these stocks? If yes which are best 3 and why? Do you recommend selling some of them or adding to some of them?

Again, thanks for your excellent services and deduct as many credits as appropriate

Q: Could you compare SOFI to the business model, target market and customers of GSY. Are they in the same space, compeditours? Differences vs similarities?

Q: Hello, I own equal amounts in ATD.B. DOL, WSP, TFII, ATA and NVEI. If you were to sell 2-4 and replace them with higher growth stocks like LSPD, GSY, BAM.A, or DND, without taking into account portfolio weighting, what would you do?

Thanks,

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

Q: My daughter is starting a TFSA account with $20,000 to invest and a 5-10 year horizon. She wants a balanced portfolio with moderate risk and room for growth and dividend income. Based on some of your recommendations she is thinking buying the above combines in equal weight. What would you add or subtract from this list? Should she try for more sector diversity?

Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al

Q: I know you like those 2 companies and if I am not mistaken are in the same type of business, the major difference being the markets they are in. Which one would you side for a long term investment and do you have a preference ? Thank you

Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?

Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks