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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: Hi Team , a couple of questions on EIC. Could you please give the latest short positions?
The company recently held an investor day in Garland Texas, to showcase their new window plant. Some sell side investors have reset their target price @ 55 bucks with consensus @ 46 dollars. That's a 15% upside. Do you think this will happen? Not sure if any time frame has been mentioned. Thanks Guys!
Read Answer Asked by Alan on September 24, 2019
Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.
Read Answer Asked by Roy on September 12, 2019
Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks
Read Answer Asked by Roy on August 09, 2019
Q: I am trying to get a handle on how defensive EIF might be given weakening economic growth and weakening oil prices, which presumably means lower fuel costs for their airline services, some of which appear to be independent of economic circumstances. However that independence is not clear nor is their reliance on local or other economic prospects. Can you clarify any of this please. Thank you.
Read Answer Asked by Mike on August 07, 2019
Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.
Read Answer Asked by Federico on July 24, 2019
Q: Can you compare the above for long term income flow. Thanks
Read Answer Asked by David on July 19, 2019
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: The above funds are presently held in my TFSA - managed account with 1% fees. Unhappy with the overall performance of this account. Are any of these growth funds? Which would you sell. Please recommend funds for a TFSA? Thank you.
Read Answer Asked by lorraine on June 26, 2019
Q: Hey, I would like to compare the relationships between short position on these two companies? From this question board the short on Bad in March 2018 was about 7.8 million shares. What is Bad's current short position? Bad share value today has increased dramatically. Eif share price has shown a substantial increase YTD and is at about a two years high. What is the short on Eif today?
I realize the only thing in common they have beside being heavily shorted is they both pay a dividend and have also been bashed by God's gift to all things Canadian, who has been wrong on so many of his calls. He has now taken to pumping stocks. Thanks for all your support eh. Regards
Read Answer Asked by Alan on June 17, 2019