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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: Rather than buy TIP directly, I am leaning towards buying XSTP and/or XSTH. Given that they are only 15% correlated (no doubt due to the CAD-hedged aspect of XSTH) I am leaning towards buying both. What is your perspective on this scenario for an income portfolio given the current state of U.S./CAD dollar exchange rates?
Read Answer Asked by David on July 26, 2022
Q: So many of your recent answers to member questions have statements like:

"will need a better market environment to perform better"

"it will need a 'good' market to perform"

"A better market will see this stock rise sharply"

"it is still an expensive stock and will only work well if the market co-operates"

It is almost like you are blaming the market for the poor performance of so many stocks. Like how companies blame the weather for their poor results -- but their competitors had the same weather.

So, what do you mean by a "better market"? What has to happen to be in a better market environment?

Paul
Read Answer Asked by Paul on July 26, 2022
Q: It’s been a while since there has been a question on WILD , the former DHX Media. In reading previous questions , debt has been a significant issue. How is their current financial situation and what are future expected earnings ?
Management seems very strong and experienced ; I know a sale was unsuccessfully attempted several years ago Was there different management at that time and what are your thoughts on a potential sale ? I am looking at a 3 year time frame for this in my TFSA realizing current market conditions are probably not conducive. Your thoughts?
Thanks , Derek.
Read Answer Asked by Derek on July 26, 2022
Q: Thanks to your wonderful Portfolio Tracking and Analysis, I know that Energy makes up 11.07 % of my portfolio. Your statistical recommendation is that energy should be 5 % of my personalized portfolio. In order of rate of return, I have Tourmaline Oil, Enbridge, Whitecap, Suncor, Athabasca and Tamarack Valley. I am more heavily weighted in Tourmaline and Enbridge but my question is twofold. Am I really overweight in energy at this time and if so other than trimming from my two big winners, which two or three companies would you eliminate to pare back closer to 5%? The proceeds would go to buying ATD.b and Loblaws. Thanks for this wonderful service.
Read Answer Asked by Dennis on July 26, 2022
Q: I am overweight in these 3 companies. I need to raise some capital by selling some of the shares from one of these 3 holdings. What would be your recommendation? It will not significantly affect my diversification.
Read Answer Asked by jacques on July 26, 2022
Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?
Read Answer Asked by Chris on July 26, 2022
Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.
Read Answer Asked by Alvin on July 26, 2022
Q: Eric Nutoil (pun intended) has a firm belief that oil companies will be buying back shares and or increasing dividends for shareholders for the foreseeable future. Apparently even at 70 dollar oil, they’re making money. Why is it then that at the slightest hiccup when oil goes down in value, the share prices plummet? Is it short sightedness for investors or what am I missing?? Thnks Dennis
Read Answer Asked by Dennis on July 26, 2022
Q: So I had SHOP at a full 5% position in my portfolio and now with all the carnage it's less than 2%. So my question would be - does it make sense to average down from the ridiculously high price I paid to bring the position up a bit or just let it grow back (if ever)? Am I just throwing good money after bad in trying to make up the loss? I do like SHOP and intend to hold it for many years. Thanks!
Read Answer Asked by TK on July 26, 2022
Q: Hoping you can comment on your thoughts on stock based compensation in general and go into some details with Palantir (PLTR) specifics. It seems that PLTR are giving a very high amount of stock since it has gone public and seems to have a big impact on earnings per share despite revenue increasing. Is this common practice? Is this a product of it just going public? What concerns, if any, do have with this (e.g., diluting share holders)? Does this give you cause for concern about the long term potential for PLTR? Does stock based compensation tend to decrease in time with newly listed companies or is it often held consistent through time?
Read Answer Asked by Justin on July 26, 2022
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