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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: My Canadian dividend portfolio lacks exposure to materials. I currently hold CCL.B and was considering adding one position in SJ, NTR, or BOS. My goal is owning a good business at a sound valuation with prospects of dividend growth for at a long term. I consider the companies the best in the Canadian universer of stocks when it comes to materials. I am leaning towards NTR, but I am hesitant because I try not to invest in businesses that are very sensitive to commodities prices. Can you comment on these companies, their management, risks, and outlook? What do you think is the best option among the three?
Read Answer Asked by Steve on May 26, 2020
Q: Hey guys, I have owned DPM, GCM, and SVM for a few years. The 3 stocks account for about 4% of my total portfolio. I currently have roughly 8% total in the materials sector(AEM 4%). keep holding these 3 or consolidate into 1 of the 3 or is there a better stock to play the sector?
Thank you!
Read Answer Asked by Derek on May 26, 2020
Q: Hi Peter and Staff

At the time you added Leons to your income portfolio you obviously liked it "better" than Canadian Tire......I am not sure if it was because of the higher dividend. Looking at current price and possible recovery in price as well as dividend, how much better do you like one than the other and would you switch Canadian Tire for Leons looking at combined returns of dividends and stock price gains.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 25, 2020
Q: Hi,
MAL just announced a share repurchase program. Given the present environment, especially the end customers for most of their products are airlines, is this wise move? Do they have the balance sheet strength for this?
I know the share price has taken a beating this year but seems odd timing for this.
What would be your current rating for the stock (Sell, Hold, Buy)?
Thanks,
Dan
Read Answer Asked by Daniel on May 25, 2020
Q: Hello Peter,
One of your fellow FP columnists suggests that the valuation gap between expensive (e.g., tech/growth) and cheaper stocks has never been greater. So while growth managers have been doing well, their upside may be limited. And value managers, while their patience continues to be tested, may have their day (soon). For those of us putting new money into the markets, your views on the above are appreciated. (I’m reminded of the dot.com boom when a start-up called 724 Solutions was, within days of its IPO, worth more than Bank of Montreal. I chose instead Edperbrascan, which was so out of fashion as an ‘old’ company that it yielded 6%. This of course became the best investment of my life, as it is now BAM!)
Thanks!
Read Answer Asked by James on May 25, 2020
Q: One of my investing mistakes I’ve made in the past is selling my winners too early. For example, I purchased Shopify at $30 and sold it at about $125. Never in my dreams did I think it would be as high as it is today - the largest company (by market cap) in Canada today. I always thought to myself: “how high could this really go? Isn’t is really expensive!?!”. I still don’t understand why Shopify is valued the way it is, but nevertheless I missed out and I don’t know how often these 30x baggers comes in one’s lifetime.

I now find myself in a similar position with Kinaxis. Thank you to 5i for the recommendation and I am up over 300% on this. I find myself asking similar questions - is it expensive? How high could this stock possibly go? Could it be another Shopify?

I know you like the stock, but is the move in the past few months sustainable? Do you think once the Covid crisis settles down, will the stock price comes down as well? Could this be another 10 bagger (or more)?

On a side note - how often do these 10x (or more) stocks come along in ones investing lifetime?

Thank you for this awesome service. I’ve learned so much for following (and not following) your advice.

Read Answer Asked by Mike on May 25, 2020
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