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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: When NNRG reaches my next target price, I plan to do some additional trimming (for asset allocation reasons, as well as to fund some topping up of existing positions in my TFSA.

In which order would you add to the following, based on where we are at in the market cycle and where you see the best current value: XIT, PBH, PLC. Please add a brief reason why the sequence.

Thanks...Steve

Read Answer Asked by Stephen on October 20, 2022

Q: Hi Team. I have taxable losses in CSV (-36.5%) and UCTT (-53.9%) I am thinking of selling them and replacing CSV with PLC ( I appreciate the later is C$) and UCTT with MKSI. The switch depends on whether the substitutes have similar expectations going forward. The alternative is to simply sell CSV and UCTT and wait 30 days to buy them back. Which strategy do you think makes more sense at the present time?

Read Answer Asked by Ken on October 13, 2022

Q: First thanks for the swift turnaround response for ADBE, yesterday. 
Now my focus is on Consumer Discretionary stock positions. I hold Canadian positions in ATD, BYD, DOL and PLC and then for the US, AMZN and HD. 
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is  13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you think I should consider for the brighter future, I'd be pleased to know about them.........Much thanks..............Tom

Read Answer Asked by Tom on September 16, 2022

Q: What one to select?...that is the question for me. GOOG is trading at 20.6 x earnings and AMT at 43.1 x earnings. Wow what a difference in this metric.....Guess I go with GOOG, right?!......(Even thought keen to add to AMT)
Then there is PLC...keen to top up, like overweight as some investors are bailing out, while future revenue growth is expected to be strong for the rest of this year and 2023. PLC is now trading at 27.4 times earnings. Time to add, right?!...........Tom

Read Answer Asked by Tom on September 12, 2022

Q: I received the following in one of my TD alerts:

"Park Lawn ranks poorly in our screen as consensus estimates were significantly lowered after its Q2/F22 earnings miss last month. The 2022 consensus earnings estimate was reduced 19.4% and the 2023 estimate was lowered 11.6% (Exhibit 4). As a result, Park Lawn has seen its ranking in our QGM tumble to 223, and we are removing it from our small-cap portfolio."

Should I be selling PLC?

Carl

Read Answer Asked by Carl on September 06, 2022

Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.

Read Answer Asked by Albert on September 06, 2022

Q: Could i get your opinion on this company was the quarter that bad and if so do you think its just a bad quarter or the start of something worse.On ascale of 1-10 what would their moat be for that industry.i realise the barriers to entry anyone could do what they are doing, but they must be getting a solid infrastructure and scalibility created,would you consider this pullback to low thirties a good entry point,,,,thanks

Read Answer Asked by Greg on August 15, 2022

Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!

Read Answer Asked by Pierre on August 12, 2022

Q: Retired, dividend-income investor....balanced portfolio. I have almost full positions in both PBH and PLC. If I was to top up only one of these, which one would you choose and why? It appears the analysts favor PLC as having more upside. This is TFSA money. Your opinion?
Thxs.

Read Answer Asked by Stephen on August 11, 2022

Q: Good morning 5i staff,
I am thinking about selling PLC for a tax loss and buying again in 30 days. I know the previous exdividend date was in June but I don't know how to find out when the next one is, as this might affect my decision. Do you see any catalysts that would affect this stock in the next thirty days, or do you think that it will not rise much in that time?
thanks for all your great advice

Read Answer Asked by joseph on July 18, 2022

Q: In late January with geopolitical tension increasing I put stops on my stocks. I was stopped out of ATD,BYD,BBP,UN,DOO,MAGT,MG,PBH,PLC, and TSU. I was also stopped out of GSY,KXS,NVEI,TFII, and TOP, all of this group I've repurchased. The remaining stocks, are there any you wouldn't buy back? Thanks for all your good council over the years thru good times and challenging times. David

Read Answer Asked by David on March 23, 2022

Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.

Read Answer Asked by Alex on March 15, 2022