Investment Q&A

Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.

Q: This may be of interest re outlook for semi pricing & maybe affect on PHO.
https://www.ino.com/blog/2019/01/semiconductor-sector-watch-the-early-bird-in-2019/?id=13A801&mktcode=blogclick#.XEaMTPx7k80

Q: Hi 5I,
The above names are all owned in my TFSA. Of these, I am underweight in COV, IWO, PHO, SDX, SYZ AND VB. I've got some cash to put to work with a long term objective. With consideration to the sector weighting, and my under weights, would you recommend I top up on any at this time or maybe introduce a completely different name or names to the portfolio? Thanks!

Q: Do you have an estimate on when they will be reporting again? Has there been any significant insider buying at this price? What are the estimated figures they hope to be reporting?
thanks and keep up the good work.

Q: Hi 5iR Team, I have the following 5iR stocks in some of my portfolios: SIS, TSGI, NFI, and PHO. All of them have the distinction of losing money in my portfolios at this time. Since, they are all still in the 5iR portfolios could I be considering adding to these stocks? If so would you have any suggestions as to which of the four stocks might rank higher to begin adding stock? Thanks Team. Cheers, Chris

Q: My wife tfsa holds these 3 names only (down 37%) CLIQ and ZZZ the main reason. 6k to add this year, would you add to above or can you provide a name for consideration. Any thoughts on these 3 existing names?

Q: I have just added to my PHO holding and now have a 2.5% position. With the latest news on them entering into a distribution agreement with Japan Laser Corp, could this warrant an increase in my holding?

Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks

Q: About a month ago, I sold these equities, with the only reason being to take a tax loss against gains I took earlier in the year. This has left me with some liquidity. What do you recommend regarding re-purchasing these companies, or waiting for a more stable or upward momentum. Generally, my portfolio follows your balanced equity portfolio.
Grazi,
c

Q: Hi Peter,
Please deduct as many credits as you see fit. I have some losers (some big) as per below:

Margin account
CLIQ down 52%
PHO down 37%
MX down 20%
TFII down 23%
ECN down 13%
NFI down 11%

TFSA
GUD down 17%
CLS down 20%
DOL down 38%
TSGI down 47%

RRSP
DOO down 43%
COV down 26%

Here are my questions.
1- Should I claim the capital loss with CLIQ and PHO and repurchase in 30 days?
2- Are there any names there that I should just sell and move on to something else? What would be your top 3 replacements for the removed names in that case?
3- My initial thought was to inject new money in CLIQ, PHO, DOL, TSGI, DOO and COV to bring these names back to my initial weight. Would this be a good move in your opinion?
These names are part of a diversified portfolio and don’t need the funds for another 10 years minimum.
Much appreciate your service. Your responses to this market volatility have kept me from panicking as I did in 2008. I thank you for that.

Q: Do you think there is any value for this free Semi letter?
I'm thinking it may help for timing names like PHO. Sell when things are booming & buy when there are no new orders?
http://www1.semi.org/en/worldwide-semiconductor-equipment-billings-drop-158-billion-third-quarter-2018-semi-reports
https://blog.semi.org/business-markets/critical-subsystems-orders-fall-off-a-cliff

Q: Thinking of selling a portion of holdings the above to buy XQQ.
Some are in my cash accounts and the in my RRSP.
The tax loss and gain is zero in my cash accounts.
Gain a bit of D/E and get US exposure.
Thoughts

Thank you

Mike

Q: In my last question I had asked you to rank the above companies with respect to risk.
"We would rank these: GSY, COV, NFI, PHO."
The order of the list was not clear to me, since it was a little different than I expected.
Is GSY the lowest or highest long term risk?
I'm including the rating and stability from the flash report for my benefit.
GSY: B+, medium
COV: B, low
NFI: A-, medium
PHO: B-, low

Cheers.

Q: The time is nigh...
I sold NFI, GSY, and PHO for tax loss harvesting on Nov. 8th, so I can now repurchase them on Monday the 10th. ( I still hold GUD and TSGI)
I already purchased a half position in COV on Friday as I was thinking of it as a replacement for PHO with respect to market cap and potential...however I am not ruling out repurchasing PHO as well.
Should I have any concerns repurchasing a half position or so of NFI, GSY, and PHO this week? Can you rate/order them with regards to risk...including COV.
My time horizon is long term. And diversification is not an issue.
I am also thinking of adding some NFI in my TFSA, as I think it probably has the lowest risk of the bunch. I already have SIS in the TFSA.

Q: I am sitting on a 31% loss in Photon Control in my Margin Account. I am considering harvesting the tax loss and re-purchasing in my TFSA after 30 days. Does this seem a reasonable strategy especially since PHO will likely take some time to turn around in this market? Alternately, if I don't sell the shares but move them to my TFSA will that trigger a tax loss? This only seems fair since if I had an unrealized capital gain I would have a deemed disposition and a tax liability.

Q: Any updates on PHO?

Would you be comfortable initiating a 1/2 position today?

Q: were you able to determine why the sudden departure over at pho?

Q: With the recent market correction, I have several stocks that are down quite significantly and others that stayed flat or went up a little. This involves that the weightings changed quite a bit for some stocks. I know 5i isn't a big fan of averaging down, but in such context what would be your advice? I have the followings (%loss, weight) :
SIS (-19%, 4%)
PHO(-41%, 1.7%)
KXS(-10%, 3.3%)
NFI(-32%, 2.6%)
PBH(-28%, 3.4%)
TOY(-23%, 2.5%)
MX(-22%, 3.1%)
I currently have 13% cash and would consider reducing it to 7-8%. My sectors are well diversified. Which of the above would be your favorites today for a position increase?

Thank you!

Q: Were you able to learn more about sudden departure of CEO?

Q: CEO has left.
Was this expected or something to examine as to why?