Investment Q&A

Q: Good morning. I would like to harvest some losses on Bce with an eye to an eventual buyback of some or all of the shares. Could I have your opinion on using RING as a proxy.

Q: Thoughts on these two dogs. Hold longer or sell. Thanks!

Q: Hi,

I’ve had a nice run with both of these. Thinking of selling one. All things considered regarding their lines of business which has a better growth outlook? Or are they complementary to each others such that owning both is a good thing?

Thank you.

Q: Why the large drop in price in recent weeks in First Service Corp?

Q: What ETF's would you recommend for Small Caps both US and Canadian? Thanks

Q: For a dividend account, in what order would you acquire and at what price. Thanks

Q: Morning 5i,
Now that the details of the budget have been revealed (and although not a sure thing, assuming that it does survive the upcoming vote) could you identify the 5 names that you think will benefit most from a share appreciation standpoint until the next budget comes along in a year's time, along with your rationale for each.
Thanks 5i, and I look forward to your thoughts.

As a corollary to my recent question about names that will benefit most from the budget, could you also identify those names, if any, that you think might suffer most from the just released budgetary terms? (For example, I heard something about "predatory lenders" being restricted, and I wonder if GSY or PRL might meet the government's definition of predatory lender and, if so, what they are facing as a result.) But also, any other companies in other sectors that you think might face headwinds due to the budget.
Peter

Q: A question was answered today in which you endorsed 6 ETF's for a passive approach to portfolio construction. If you were to add three additional ETF's to this mix that provided more aggressive exposure to sectors that you liked, what would they be?

Q: Your thoughts please on the quarter?


THX

Q: Can you comment on CELH earnings? Seems like strong growth, and a write down that Pepsi will be paying back. Not sure why the share price has dropped 26%? Am I missing something? Would you see this as an add, or this market is too volatile to be adding to such a volatile over priced stock? Thx

Q: So I ran with wsp, tri, and gsy in an sdrsp for the equity porrtion. Down on all. Looking forward do you think continuing to hold these three in an sdrsp is a good move? Or do you think changing one or all for better blue chip companies is warranted? If so what do you suggest?

Q: Why do you think the USA is offering double the rate on fixed income government bonds as Canada is?

Q: Hi
It does not appear that their earnings were bad, yet the drop seems harder than I would expect with a consolidation - but I'm probably just overly nervous whenever I see a 4% slide on a company I believe is usually a very stable holding. Is it possible shareholders are dumping over concerns that the US government shutdown will hold things up for WSP?

Back on Sep 1st, Alexandre L'Heureux was recorded as follows on Bloomberg:
"Alexandre L’Heureux says that so far the halting of government services and permitting has had a “minimal impact” on the Montreal-based company, which has a big presence south of the border.

But he says the entire engineering and construction industry will suffer if legislators fail to reach a deal and resume federal operations soon."

However this statement is a long time ago, so I am not sure it is having any affect today.


Thanks!
D

Q: Hi Team,
This week so far has been the worst ever for my portflio. Down 12% just this week. . The names I had conviction in are getting demolished this earnings season (Lmn , gsy, Prl , PNG , Rddt , Meta , nbis , nvda ) to name a few that are dropping big today . The market has felt jittery to me for a while now like a house of cards. Where do you see things heading from here ? Is it time to move to the sidelines ? Or hold out for more pain? On the other side of things are there any specific buying opportunities or stocks you are watching to buy or add to during the recent declines?

Thanks ,
Shane

Q: What do you think of the quarterly results? Good time to accumulate?
Thanks

Q: Any idea why ELF is down 34% today?

Q: Hello team, I realize you have answered questions about the GSY results, but do you consider the level of the stock fall (now close to $25) to be a knee jerk reaction or is it sort of a confirmation of the short recommendation that happen last month and started the stock tanking? Thank you for your insights.

Q: GSY: down a lot to-day (16%) - why? I think they posted results yesterday but not reported anywhere.
Buy, sell or hold? I own 1100 shs - $95.00 AC.
Thanks ...JP

Q: For me a large individual stock position is 5-7% ..... Though I may go larger on an ETF ...... And I hold a 5.16% position in GSY ...... The question now is whether to reduce that position to my comfort level for speculative stocks { 2.5 % } or get rid of it altogether ..... The knock on both PRL and GSY currently is delinquent loans ..... So I tend to look at economic conditions that may rectify that . Unemployment and inflation are the only two factors that I see that would create that situation { a financially strapped borrower } ..... In the short to mid term I don't see the economic conditions in Canada that will help either unemployment or inflation ...... Yank tariffs are going to be a detriment to both { and we haven't even begun to see tariff effects in quarterly reports } ...... I don't see any reason the next few quarters should show any improvement in delinquencies ..... Tell me why I am wrong and should stay the course with GSY ? ...... Thanks for your terrific service ........

Q: Re: Grant's question on where to buy gold (Nov 6). I started to build a position several years ago. I found that a reputable coin dealer may be the best place to buy gold. To find one, go to a coin show in your area and talk to coin dealers to find out who they view as reputable for bullion purchases and resale.

I have found the mint's prices to be very high and the Canadian banks even worse. You can easily find today's spot gold price and the gold content of common coins on the internet.

The key thing to watch is the premium you pay over bullion value and not all dealers charge the same premium. I pay 3% on purchases but only 1% on sales back to the dealer from whom I bought the gold.

Canadian Maple Leaf coins are well recognised and easy to buy and sell. For variety you can add in British Sovereigns or some US coins. If you are not a collector, coin quality is less of an issue than just looking at price vs bullion content. If you buy fancy coins celebrating pandas, dragons or some famous guy, understand that you will pay a premium that you may not recover on sale.

Good luck!