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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: Peter, as I build up new cash balances to invest, I need to resist the temptation to keep buying new stocks but, rather, to add to existing positions - simply to avoid to point where I'd have 80 or more stocks! I have an account that currently holds modest positions in Exco, K-Bro, and Tourmaline. With a 5-year time frame, which of those three would you expect to produce the best total gain? Or, since the account also holds the Horizons ETF HXT, would you be inclined to prefer that broad basket (although, obviously, diversification is not my concern!). Thank you.
Read Answer Asked by James on September 02, 2016
Q: Peter and Team:
Above is a list of stocks I hold in an more aggressive non balanced account with no bias towards weighting. (I also hold a more balanced portfolio modelled much after yours--thank you!).

I am down 20-50% on all of these. I was wondering if you thought there were any I should cut loose now in search of better opportunities. I am patient (somewhat) with a long time horizon.

Thank you for a wonderful,ever improving service.

Phil
Read Answer Asked by Phil on August 05, 2016
Q: Good Morning
Magna and Exco make up about 9% of my registered account. I would like to add New Flyer based on your comments. Would you endorse a switch from XTC to NFI? Do you see NFI as auto related? I am concerned with my sector exposure.

Thank you
Read Answer Asked by Marty on August 05, 2016
Q: Have some monies sitting on sidelines. Can you name me a cheap (excluding energy) sector if any and a couple of recommendations? Thank you. Bill
Read Answer Asked by Bill on August 02, 2016
Q: My question is about "peak auto". I have not yet read any reliable source that shows auto sales heading for a slump. In your experience, have you seen "cheap" large caps like Magna fall 40% based on a "guess" that was repeated enough times in the media to convince everyone, a guess that ended up being wrong? It's hard to believe all this selling is based only on a guess about a "top". I am not seeing XTC or LNR executives buy their stock. At 6.5 times earnings, you'd think they would buy if they their EPS was projected to be maintained over the next 3 quarters!
Read Answer Asked by Matt on June 29, 2016
Q: Hi,
I caught Ryan on BNN last night and he seemed a little worried about IT. I own mostly balanced equity portfolio stocks and just a few growth portfolio stocks, with IT being one. Ryan didn't like the risk/reward at this time. Should I switch into one of his top picks like XTC, which I assume has a better risk/reward. Or on the other hand, should I just hold IT for the long term and ride it out.
Thanks,
Steve
Read Answer Asked by Steven on June 27, 2016
Q: Could you please give me a list of your favourite insider owned companies presently? A percentage of insider ownership and a brief reasoning as to why you are choosing the company/companies over other possibilities. If there is one that could be considered a full position purchase at this time or would you ease into all the names. Thank you
Read Answer Asked by Jeremy on June 17, 2016
Q: Hi, in my RRSP I hold most of the Model Portfolio holdings and I also hold 2 of the Growth stocks , XTC and DBO ,.....XTC Ive had for over a year now without much movement on the upside , I"d like to replace it with another of the Growth names, which ones would ou recommend, its worth appox $1300.00..........Thanks,
Read Answer Asked by Costa on June 06, 2016
Q: Of my Industrial holdings, I currently own WSP, BYD.UN, XTC, and MG. Industrials are about 15% of my portfolio overall, which I think is decent, but am wondering if having BYD.UN, XTC, and MG carries too much exposure in the auto industry. Is there ever such a thing as too little diversity within a section?
Read Answer Asked by Mike on May 09, 2016
Q: I currently own shares in XTC and I am considering adding more. I am hoping you can give me the opposing argument. RBC shows 2017 est earnings of $1.59 which means forward p/e 8.7. There is zero debt, and earnings growth of 28% 2015-2017 (0.96-1.59). Why would I consider selling rather than buying?
As usual, many thanks for your considered response.
Mike
Read Answer Asked by michael on April 29, 2016
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