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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 am looking to add up to 10 new positions to my TFSA with a 15+ year outlook. Would you recommend any alternate companies to consider or replace from the ones I mentioned above?

Thank you
Dave
Read Answer Asked by Dave on October 29, 2018
Q: when do you cry uncle on tsgi, i started nibbling at 30. now
26, if your thesis is correct then this stock is beyond cheap.
55 to 26 , makes no sense.
and gsy not quite the same as it is still up on the year, but beyond cheap.
so would you be addng here dave
Read Answer Asked by david on October 29, 2018
Q: Hi.

Comparing Global ETFs (XEF, VXC) [7-year AARR ~6.3%] versus MFs (RBF1067, RBF1370, MAW120, AIM1593) [10-year AARR net MER ~10%].

Hard to compare these with the tools I have at my disposal, but it appears that smart management of Global investments maybe be worth the MER ding. Your thoughts?

Haven't owned in MF in years, but maybe it makes sense here...

Thank you.
Read Answer Asked by Paul on October 29, 2018
Q: I've noticed on several occasions over the years that subscribers have "called you to task" for advise that didn't work out. I can understand their frustration, particularly if they're down a fair bit because they followed your advise.
I've been an investor now since the 1970's and I don't look at it that way at all. You don't claim to be right all the time. It's a constant assessment of risk versus reward and sometimes it doesn't work out. As I've told my own adviser, who I have a lot of respect for, she doesn't have to be right about an investment. What I do expect is honesty. That's what I pay for and I get. If she was right every time, what would she need people like me for.
Similarly, if you were right all the time, would't you be sitting on your 300 foot yacht on the Riviera sipping Scotch. What would you need us for? Just keep on giving us honest opinions, even the riskier ones that sometimes disappoint.
Read Answer Asked by Larry on October 29, 2018
Q: Hi,
A question about the webinar yesterday on "how to pick a stock in 2018": How do you put the 20% rule from the "Lessons from some Experts" in practice ? Do you sell when the market(or a particular stock) corrects for 20% or more ?
Read Answer Asked by Jane on October 29, 2018
Q: I am a growth investor with an 8 to 10 year timeline. Regardless of sector weightings, in the current market would you either start a new half position in Parkland Fuel OR top up to from a 4% to a full 5% weighting in Kinaxis, Savaria Spin Master and Premium Brands? Thanks in advance, Greg.
Read Answer Asked by Greg on October 29, 2018
Q: In your Aug /17 report on Savaria you indicated it was at 22 times forward earnings and at it's most oversold in 5 years. At 80 cents (2019 earnings est.) the p/e would be under 21 . Would the same logic apply now? Is this a good entry point and are you still sanguine about the growth story?
Your considered opinion is appreciated.
Mike
Read Answer Asked by michael on October 29, 2018
Q: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.

For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."



Read Answer Asked by Joseph on October 29, 2018
Q: Hi 5i,

With the market correction, I am looking to add to some positions while things are on sale. I am looking at TSLA, which reposted good results last week and thus the stock started to rise. It also did pretty well today in a negative market. I have read your other answers on TSLA. Has you opinion become more positive after the recent results. Thanks 5i
Read Answer Asked by Jim on October 29, 2018
Q: I am a retired, conservative, dividend-income investor. I have added ROE and Payout Ratio to the metrics that I track to assess the securities that I hold. Can you give me some ballpark levels that are a good starting point? For ROE, is >10% a reasonable level? For Payout Ratio, is <90% ok? I suspect it differs by industry (eg. I know the banks are around 50%), if so can you lay it our for me...thanks.
Read Answer Asked by Stephen on October 29, 2018
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