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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: Perhaps there is confusion between "averaging down" and portfolio rebalancing. If a person had bought GSY or TSGI at $50 and they each were 5% of a portfolio and were considered to have cheap valuations at that time. If, after the market correction they are each 3% of the portfolio with no change in fundamentals is there a problem with bringing each one back up to 5% ? I look at GSY and a consortium of investors put $46,460,000 into it at $50.50/share on Oct 10. I'm sure they did a lot of homework and considered it to be very cheap. It must be a steal now.
Read Answer Asked by Clarence on January 02, 2019
Q: Each of these companies have a 2% weighting in my rrsp.I have losses of 20% for TOY,4% for SIS,11% for GSY and 13% for KXS.
Buy,sell,hold?
Your recommendations please.
Read Answer Asked by John on December 18, 2018
Q: I have a small position in shop with a very nice profit I am pondering selling it to add to tsgi gsy and kxs averaging down on these 3. the shop position is to small to sell half. what are your thoughts on selling shop and proceeding?
Thks
M
Read Answer Asked by Marcel on December 14, 2018
Q: I am writing to request clarification in your answer to Ray's question earlier today. My understanding is that you recommended selling GSY and replacing it with ATD. Did I understand this correctly? My understanding from your recent reports and Q&As is that you felt that GSY remained a very good pick. Can you please clarify.

Also, thank you so much for your service. You have received a number of questions recently about the market turbulence associated with GSY and your insights have been quite calming. It has been very useful to better understand the details about the (likely short sellers) report on Seeking Alpha.
Read Answer Asked by Dale on December 12, 2018
Q: My weightings in each of the listed companies is less than 2.5%. I wish to eliminate some and build up others to the 2.5% level. What are the strongest candidates to keep and what are the weakest candidates to get rid of. As always, I appreciate your responses. RAM
Read Answer Asked by Ray on December 12, 2018
Q: In my last question I had asked you to rank the above companies with respect to risk.
"We would rank these: GSY, COV, NFI, PHO."
The order of the list was not clear to me, since it was a little different than I expected.
Is GSY the lowest or highest long term risk?
I'm including the rating and stability from the flash report for my benefit.
GSY: B+, medium
COV: B, low
NFI: A-, medium
PHO: B-, low

Cheers.
Read Answer Asked by Mike on December 11, 2018
Q: The time is nigh...
I sold NFI, GSY, and PHO for tax loss harvesting on Nov. 8th, so I can now repurchase them on Monday the 10th. ( I still hold GUD and TSGI)
I already purchased a half position in COV on Friday as I was thinking of it as a replacement for PHO with respect to market cap and potential...however I am not ruling out repurchasing PHO as well.
Should I have any concerns repurchasing a half position or so of NFI, GSY, and PHO this week? Can you rate/order them with regards to risk...including COV.
My time horizon is long term. And diversification is not an issue.
I am also thinking of adding some NFI in my TFSA, as I think it probably has the lowest risk of the bunch. I already have SIS in the TFSA.


Read Answer Asked by Mike on December 11, 2018
Q: I have been looking to buy a bit more Goeasy in a young adult's TFSA, on the current weakness. I tend to buy based on fundamentals, but I sometimes use technicals to time buys and sells. Today my long standing buy order got filled, near the end of a sharply down day. Do you feel that GSY has broken support here and there is more downside to come? And do you think the decline is just general market negativity, or is there more to it, i.e. are the technicals reflecting a fundamental change? I am not too concerned, as this will be a long term hold, but would like your thoughts if you would be comfortable buying GSY at these levels.
With appreciation,
Ed
Read Answer Asked by Ed on December 07, 2018
Q: I have a question regarding GSY asked by Stephen on Nov 28 about convertible debentures 5.75% at $ 43.99 a share until July 29,2022 could you explain to me how these work in regards to the following
- how often are you payed
-the tax implications
- how does the share price $ 43.99 come into play
- how is your principle tied up if you needed the money is there a penalty if you had to withdraw it,or if that is even possible
-can these be purchased at any bank online with your discount brokerage
-in your opinion how safe are these and any negatives about them
I realize this is a lot to ask and use as many credits as needed thanks a bunch
Read Answer Asked by Greg on December 06, 2018
Q: Could you comment on Carrick's article about the Connolly report. The prospects for CNR ( I always chicken out on CNR and then it goes higher). Are there similar strategies that appear to predict long term growth that you like ? And perhaps another name you like ?

Thanks for all yoru support,
Mark
Read Answer Asked by Mark on December 04, 2018
Q: What are you 3 favourite stocks in the small cap space today?
Read Answer Asked by LUIGI on November 30, 2018
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