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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: I currently hold full positions in GIB, Engh and KXS and a 1/2 position in SYZ and am looking to add another 1/2 position. I can't decide between topping up SYZ, adding a new 1/2 position in CSU or selling SYZ and go with a full position in CSU. Part of me would like to stay more concentrated (I am very comfortable with the 3 full holdings) but I guess at the end of the day, I am wondering if the hoped for outperformance of SYZ outweighs the very solid expected growth of CSU. While I like the added benefit the SYZ dividend provides, I do not currently need the income.

I am interested in your opinion as to my options. Appreciate the insight.

Paul F.
Read Answer Asked by Paul on November 24, 2016
Q: I'm interested in Profit Margin. In layman terms "what does it mean"? Is it the same as Net Margin (TD Webbroker shows Profit Margin, other sites show Net Margin)? Would using a minimum profit margin of 10% or above safely allow for negative events to the balance sheet? Why would I want to invest in companies with low TTM profit margins such as PBH(3.64%), BEP.UN(1.36%), PKI(.97%) etc? Why do companies such as TCN(329.69%), BPF.UN(85.67%) and AW.UN(66.55%) have such high profit margins? Should I consider a 5yr average? Thanks
Read Answer Asked by LARRY on November 24, 2016
Q: TFI has had a great run recently. I am not complaining (!), but...
The stock was languishing earlier this year and dipped below $20 in Feb. Now it is $34. I know about the new acquisition however I hardly think the company has improved its value by 70% over these past 9 months or so. What is the cause of this run? Can't see how Trump is going to help them. They are now at 15 or 16 x 2017E. I am patient and not overweight on the stock despite the gains. What to do?
Read Answer Asked by john on November 24, 2016
Q: This is a comment to Ian's question regarding the 1K investment for his son. I was just thinking that 13 stocks for a 1K portfolio is likely working against him.At $7 per trade (avg),he would be paying $91 in fees and starting his portfolio down 9-10%.I would think holding 3 to 4 top picks and building out your portfolio as you add more money would be more efficient.If i'm over stepping feel free to not post. This was only meant as constructive criticism.
Read Answer Asked by Adam on November 24, 2016
Q: Good Morning Peter, Ryan, and Team,
Do you still recommend ABT for income oriented accounts and, if so, is the recent price of near $6.00 a good entry point ??? Thank you, DL
Read Answer Asked by Dennis on November 24, 2016
Q: Good afternoon, I had moved everything to cash, believing that we were overdue for a bit of a correction, and also because I did quite well on atd and ccl. . Do you think a correction will occur when the honeymoon is over with Trump? I know no-one has a crystal ball, but do you think it is likely? If no, would you be content with the above choices for a moderate risk? I plan to keep my US in cash for now.
Thanks as always.
Read Answer Asked by steve on November 24, 2016
Q: I hold HCG and MFA in TFSAs at 1.4 and 1.8 percent, respectively, of my & my husband's total portfolio. (combined calculation as recommended by 5i!) They are both down close to 30% since I bought them. Given their percentages, should I just leave them, or should I take my loss in one or both, and move on? Thanks for your help and support.
Read Answer Asked by M.S. on November 24, 2016
Q: Hi Peter and Team,
What is your view on Baytex Energy buying production assists in the Peace River Region of N. Alberta in a deal worth 65 m?
Is it positive or negative in terms of their operations and financial status. To my understanding their debt level is high.
Your comments appreciated.
Read Answer Asked by Pui on November 24, 2016
Q: Between CNR and CP, which one do you recommend today and going forward in the Trump era, and reasons as to your preference.
Does it make sense to own both Telus and BCE?
Thank you,

Read Answer Asked by Nadine on November 24, 2016
Q: Greetings and best wishes to all. I have a small position in Niocorp (NB. I like the companies project, but I do not know enough about the industry to know if they can successfully develop the property by themselves. I would appreciate your thoughts on how this might proceed. Are they a buyout candidate, if not, can they successfully become a profitable operation? Thank you
Read Answer Asked by william on November 24, 2016
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