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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,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%

Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.

Thank you
Read Answer Asked by Rino on February 01, 2019
Q: Greetings.

OrganiGram has put together 2 really strong sequential quarters combining for 35 cents earnings. Annualize 35 cents from the 2 previous quarters and the stock is trading under 10x forward earnings.

Is there anything in the Q report that indicates a significant portion of these earnings are from one time items. It looks like a pretty clean report to me.

What are your thoughts on OrganiGram's Quarterly report?

Thanks.
Read Answer Asked by john on February 01, 2019
Q: Down 20 to 22% on cpg and considering taking a hit and replace with su at42.50to 43/share .su would have to rise about 8 to 9/share to cover loss.whereas cpg has to rise to 5$to break even.your thoughts greatly appreciated.the dividend on tks Larry
Read Answer Asked by Larry on February 01, 2019
Q: Hello 5i,
Stars group continues to be one of your favorite higher risk growth stocks. I personally have the same view. However, it appears the market continues to beat this company down.
Please explain what are the top 3 reasons (other than the high debt) that you believe is causing this stock to currently continue to move down and please detail (debt reduction, revenue beats, acquisitions etc..) what will have to occur in the mid-term in order to drive this stock higher and make an u-turn. Finally, what should the minimum time horizon be if one is currently holding this security. What are the top downside risks (Including: Regulatory, political, execution etc..) and to what degree is each of these risks going to impact this company on the downside.

Thank you,
Joseph
Read Answer Asked by Joseph on February 01, 2019
Q: Hi There,
I am interested in purchasing an active fixed income ETF.
Can you help list what you believe are top tier fixed income sub-advisors/managers/companies in Canada that I should consider.
[eg Marrett, PHN, Leith Wheeler, Fiera etc?]
Could you also list some active fixed income ETF's that one might want to consider adding that you believe are worth the MER.
thanks
Read Answer Asked by Ian on February 01, 2019
Q: Further to my earlier question about CGI's latest results. PRNewswire and RBC Direct Investing show revenue of $2.96 billion which matched estimates of $2.94-2.97. The only 'down' value was the slight drop in 'cash for operating activities' whatever that is. I still don't understand the drop in its share price.
Read Answer Asked by richard on February 01, 2019
Q: From the recent financials results and press releases (increased revenues, most retail stores open in Canada out of any private or public company) it seems like a stock with good potential in a very uncertain industry, what are your thoughts? Large volume swing today and uptick that doesn't appear to have a clear explanation (besides volume). Thanks.
Read Answer Asked by Wakera on February 01, 2019
Q: this question is about tax loss selling. Close to 30 days ago I bought a company in my RIF for the equivalent in a taxable account. The plan was to sell the company in the taxable account in 30 days and keep it in the RIF. Well, I forgot about this and bought it again in the taxable account today. I don't think this will affect my selling it in the next week or so for a tax loss? but, I wanted to check to make sure.

Second bonus question with applicable credits deducted: We have a fairly large RIF and thus have most of our US holdings in it. I was wondering if there are any downsides to holding most of our fixed income in the RIF in US dollars? The only downside that I can think of is that the American econonomy is so much bigger than ours that it may be a better place to invest in stocks.
thanks as always
Read Answer Asked by joseph on January 31, 2019
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