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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 have some uns.ca for more than a year and down 50 % .
Sell or keep ( they say sell your loser ! )
If sell what stock to buy (looking for some dividend stock )

Thank you
Read Answer Asked by Francis on June 07, 2019
Q: I hold 5 Growth Portfolio 5iR position as noted above.....that I've held for some time.
I've decided to fold them into my Income and Balance Portfolios rather than track the group separately. The reason is to better manage the position weightings. Although these 5 are more growth-er positions, I'm really more a 70/30 balance/income investor...and closely follow the 5iR positions and weightings.
Now for my question - what weightings would you give each of ECN and GSY in an income portfolio, and also for each of DOL, OTEX, PEO and SHOP in a balanced portfolio?
.......again, thanks for your guidance......Tom
Read Answer Asked by Tom on May 15, 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: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.
Read Answer Asked by Lee on May 08, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: According to Portfolio analytics, I own about 7% of my portfolio in 3 Canadian banks and another 7% in 3 US banks. I also own another 25% of my portfolio in BAM, Visa, SLF, BRK.B and GSY which are in the "Financial" sector but are very different from each other as well as different from banks. How concerned should I be with this aspect of my portfolio. I don't need the money for 25 years.
Read Answer Asked by Wes on April 12, 2019
Q: Using your portfolio analytics we find we are underweight in Financials and need to add to these stocks. The percentages from highest to lowest are SLF, BNS, TD, GSY, VB. Which ones would you add to first. These are held in a RRSP account with a 5 year timeframe.
Thank You
Read Answer Asked by Louise on April 09, 2019
Q: I am finding your 'Portfolio Analytics' to be an outstanding service. The imbalances within my portfolios are abundantly clear.
I am overweight financials with
TD - 3.55%
JPM - 5.19%
BAC - 6.77%
GSY - 1.29%
CXI - 0.71%
All stocks show a decent profit except for CXI which is down 23%.
I have fairly high risk tolerance and I look for reasonable growth. I would appreciate your recommendations on how to reduce my financials by approximately 3%
Read Answer Asked by Ed on April 05, 2019
Q: Hi 5i I hold small positions in these 4 companies and would like to add to each as funds become available. At this time, considering present values , in what order would you add? Thanks
Read Answer Asked by Gary on April 04, 2019
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