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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: These are a list of my stocks that I may sell for tax losses. I would like to have your opinion if I should sell and rebuy these in 30 days.
Read Answer Asked by stephen on November 16, 2018
Q: Oil/Gas companies should be near their bottom [!?]. I am considering a bundle consisting of CJ, KEL, TVE, ARX, TOG, WCP, TOU as a group for the best bounce if conditions improve. Please, delete/add if you have other ideas.
Read Answer Asked by Emery on November 16, 2018
Q: Good day,
Thanks for all of your insight lately during this market volitility. Im looking at putting some new money to work in a TFSA, with no regard to sectors or diversification, what two or three companies would you be a buyer of today? Thanks
Read Answer Asked by Darby on November 16, 2018
Q: I’d like to invest in companies with excellent balance sheets, a clear catalyst for growth, and which are trading at a discount to their historic valuation. I’m hoping you can provide a list of stocks, both domestic & foreign, that meet these criteria. Are there any sectors or countries with an abundance of such companies right now? If so, please suggest some appropriate ETFs. Thanks very much.
Read Answer Asked by Brian on November 16, 2018
Q: SAP vs PBH.
Which company has the best:
- Management
- Balance sheet
- Dividend growth
- Potential for capital gains
- Current valuationPBH i
- Overall business
Do you have a gut feel which would do better during a recession?

Thanks.
Jim
Read Answer Asked by James on November 16, 2018
Q: In a previous question you suggested that WBA could possibly be a good short. That sort of threw me because I thought of it a safe defensive stock not unlike a loblaw, shoppers kind of stock. I have held it about 7years now at probably a triple. Would you think it is fairly valued. (not likely due to the short recommendation) Would you sell all or a portion. And if yes could you recommend a US replacement. Thank you as always
Read Answer Asked by chris on November 16, 2018
Q: Is there a way to trade Samsung on the New York stock exchange or an etf with a heavy Samsung weighing.

The new Samsung S9 is superior in every way over the iPhone and has the potential to disrupt apples dominance of the smart phone market.
Read Answer Asked by Thomas on November 16, 2018
Q: On Sept 20, SIS forecasted:
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m

Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.

Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.
Read Answer Asked by Darcy on November 16, 2018
Q: What would your advice be relative to exceeding a theoretical 5% limit for blue chip Canadian companies which have been beaten down by simply market sentiment in a lot of cases? I'm thinking of increasing my holdings of some of those I have listed. I realize I can buy CDZ but have a slight preference for individual companies.

Thanks
Read Answer Asked by Ronald on November 16, 2018
Q: I have a long time to wait on investments and don’t have much interest in trading, as I prefer value investing.
1)I’m still up 30% on Nvidia, with a long term in mind. Do you think it’s better to sell out now and buy back later, or do you see enough growth and value coming to make it better to just sit on and wait?

2)I’m trying to build the core of my portfolio around long term holdings in strong dividend payers (with a bias towards aristocrats) and use all drips available, and even proxy drips through my broker when I need to. Could you give me your top 1-3 dividend payers for each Sector (with a bias towards dividend growth and safety/ aristocrats).
Also, I’ve read lots of articles that state that dividend investing on average out performs the market by a few% per year, just without most of the wild swings. Do you agree?
Hopefully my rambling makes sense...
Thanks
Read Answer Asked by david on November 16, 2018
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