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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 have substantial capital gains on both these securities in both my cash account and in my TFSA. I propose to make some transfers in kind from (in Dec.) and to (in Jan.) using the holdings in the cash account. I would like to sell some of one or the other of PKI or NFI from the cash account now and use those proceeds to buy the other in the cash account. The question is -- of these two, which do you think has the better prospects over the next 24 to 30 months? I appreciate that I'm dealing with different sectors and will keep my diversification in mind. Thanks for your thoughts, they always help. Bill
Read Answer Asked by Bill on October 18, 2018
Q: Hi, My question is about NR stocks held in the model portfolios. I have created a custom stock universe using all stocks from your coverage list with a rating of B- and higher, plus all NR stocks from the Balance and growth model portfolios. I built a balanced 25 stock portfolio from the universe(all full positions). I have full positions in CLS and TECK.B, You have 1/2 positions in the Balanced port. You also had 1/2 position in RHT. I know RHT was risky for several reasons and AEM, CLS, TECK.b is for diversification? or is there high cyclical risk? For NR stocks i'm not sure how to decide full, half or exclude them. All stocks have different levels and types of risk. Is there a way to mention or grade the risk level and type of risk when adding NR stocks to a port? For example the new additions to the growth port. I assume GDI is lower risk then LGO? Can I consider full positions? I'm just trying to avoid accidentally having a full position in a very high risk NR stock.
Thank you so much!
Read Answer Asked by Derek on October 18, 2018
Q: Are you expecting a good Christmas for TOY ? Any insight as to new toys. I saw some weeks ago that some of their toys were voted by young participants as good ones.
Lack of Toys R Us in USA is a negative but Mom & Dad will find other avenues to purchase them. Deal with BABA must be a positive. I think it is looking good. Your thoughts please. I am considering increasing my holdings in TOY. RAK
Read Answer Asked by bob on October 18, 2018
Q: On Oct 15 the 5i team declares that its time to sell it full position in Trevali out of one of the virtual model portfolios, when it is selling in the low .70 cent level. In his most recent appearance on BNN Market Call about a month(?) ago, Peter suggested against selling in the low .70 cent level because it is at too low a price and this would be an inopportune time to sell - implying there is better value to be had for a patient investor. Then on Oct 5, the 5i team says Trevali is still worth holding on to, but on a "short leash". Talk about mixed messages!

As a 5i subscriber, I would prefer if your team would ramp up your collective wisdom and signal sell well before a security hits a major trough. You have done similar patterns re securities such as Air Boss, ZCL and the infamous Concordia Health Care fiasco, (now recently revived by virtue of a 1 for 300 reverse split!). I am guessing that since your model portfolios do not involve any of your own real money, you tend not to pull the trigger on sell signals. But your subscribers are self-managing their own real money. We need your timely recommendations for sells - not wait for a "throw in the towel" attitude to prevail among the team before announcing selling a full position. For most of us, the sell decision is the most difficult, and courageous timely clear sell signal recommendations especially for model portfolio positions holdings would be very much appreciated going forward! Would 5i consider this request and respond? Thank you. Comments?...
SGR
Read Answer Asked by SG on October 18, 2018
Q: LIF has yet to send out a circular for shareholders to consider and vote on changing the Articles of Incorporation. Today in the Globe and Mail, David Taylor of Taylor Asset Mgmt has recommended LIF as a turnaround pick given the significant premium it receives for hits higher-grade ore favoured by China's steel mills. He also suggests Rio Tinto PLC may sell it's 59% stake in IOC or take it public which could be a possible catalyst for LIF and that LIF could be a takeover candidate by someone interested in IOC. Would purchasing the 59% stake in IOC if it became available be the transaction LIF board has been hinting at for the reason to change it's articles of incorp as it seems like more of the same income and do you think LIF could be a takeover candidate?
Thank you.
Read Answer Asked by Gordon on October 17, 2018
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