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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: Great call on PUR ,but what to replace it with?
Can you give a heads up on some ideas for replacement?
Been looking at HEO,but you do not seem to be favorable on this stock.
Please give me 3 names,it does not have to be sector related specifically.
Read Answer Asked by Josh on December 12, 2017
Q: What would you suggest to replace PUR, in comparable sector and market cap and any other best option at this time.
Read Answer Asked by David on December 11, 2017
Q: Can you recommend 5 stocks which have high growth potential, but currently undervalued or not over-valued for 3 - 5 years hold ? These stocks can be in any sector and can be Canadian or US .
Thanks
Read Answer Asked by Lai Kuen on December 08, 2017
Q: I Would like to do some rebalancing. If you were to pick a stock in the financial sector for 4% of your total portfolio which stock would it be.? Also staying in the financial sector but looking for your suggestion for a stock with a bit more risk/reward. Looking for maybe a 20%+ growth target and this stock would be in TFSA and be 2% or less of total holdings. Not looking for ETFs at this time
Thank-you. Terry
Read Answer Asked by Terry on December 01, 2017
Q: Two questions: I’ve recently intiated a half position in GSY and hold full positions in TD and BNS. I’m wondering what your take is on the implications for these companies as the new rules for mortgages takes effect Jan 1. Would it be prudent to scale back my bank holdings somewhat and increase my position in alternative lenders? Would you recommend a full position in GSY at this point as some borrowers may have to make a move away from the big banks? I accept GSY is riskier and the government could impact the alternative lending space with regulations.
A second related question, Cannacord is forcasting an 8% decline in mortgage lending for 2018. Your take on the impact for TD and BNS please.
Read Answer Asked by Warren on November 27, 2017
Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian
Read Answer Asked by Brian on November 27, 2017
Q: My portfolio is light in the financial sector (CXI) and and I was thinking of adding GS at about half position (25K) to my RRSP and/or cash account for at least a 5 year hold, likely much longer. Although the yield is very attractive, I would prefer more growth. I am about 5 years from retirement and will be fully funded from other sources. I have slightly above moderate risk tolerance. Please suggest 2-3 stocks from each Canada and US, and if possible provide a rating. Thanks.
Al
Read Answer Asked by Alvin on November 24, 2017
Q: Amongst other names I hold the above noted names and am wondering if you think I should exit any of the names listed or hold on as all have done relatively poorly? Thanks, Ian
Read Answer Asked by Ian on November 21, 2017
Q: If someone was looking to add to a TFSA account, what would be your best 5 ideas to invest in.


Thanks Valter
Read Answer Asked by Valter on November 20, 2017
Q: I would like to purchase GSY, GS, or COV for a 1-3 year hold. In a well diversified portfolio I am looking for dividend income with some growth and would like to know your preference today.
Thank you. P.S. Love the new website!
Read Answer Asked by Martin on November 13, 2017
Q: Hello team, The new website looks very good and user friendly. Congrats!
I have the following in my TFSA account with nearly equal weightage.
CCL.B, CPG, ENGH, XTC,KXS,GSY, SHOP, TOY,SIS.NFI
I am thinking of adding more to thIS with some extra money that I have.
What 3 stocks that you would recommend ? it could be an existing one in my portfolio too.
Thanks
Sriram
Read Answer Asked by Sriram on November 07, 2017
Q: I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement?

Thank you

Read Answer Asked by Stephen on October 31, 2017
Q: Hi Peter, Ryan, and Team,

With the demise of Sears and the "old news story" about the relationship between Sears and Easy Financial, does this have any negative implications for GSY going forward?

http://www.marketwired.com/press-release/goeasy-announces-point-of-sale-financing-venture-with-sears-canada-tsx-gsy-2107178.htm

There's been bad press about Sears not honoring warranties among other aspects of Sears demise, and Easy Financial was mentioned since they took over from Chase Bank when, I presume, Chase Bank "saw the writing on the wall".

My wife holds GSY in her RRSP and it's been a stellar performer so far. Hopefully it will continue to be.

Thanks in advance for your insight.
Read Answer Asked by Jerry on October 25, 2017
Q: I have owned GSY for a few years now and I'm very happy with my returns but how can a company that is showing good growth, has a growing dividend, consistently beats earnings (with several blow out quarters), be trading at around 10x next years earnings. I realize people don't like the industry but it just makes no sense. What am I missing?
Read Answer Asked by justin on October 24, 2017
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