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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 sold dol recently. I'm down 8% on ccl and 5% on pbh. Both have been week lately which is driving crazy while the US markets grow. I'm tempted to sell these 2 and replace with ba, ita, grub.

Your thoughts please.
Read Answer Asked by Mark on October 04, 2018
Q: I got LEN as part of the Calatlantic takeover which I did quite well on. But these homebuilder stocks are having trouble getting a bid - even when they beat their estimates. I understand what interest rate hikes do to the affordability of their products but those hikes have been gradual and very well communicated. I know US stocks aren't your bread and butter, but am I missing something? is it more about LEN you think?
Read Answer Asked by Martin on October 04, 2018
Q: Hello team,

Other than BDI and HNL, are there any other lodging companies in BC that might benefit from the LNG project? Would you recommend it over these two? If not, which one of these two companies are better positioned to do business in BC?

Have a wonderful day and thanks for the help!
Read Answer Asked by Saeed on October 04, 2018
Q: I am doing some tax loss harvesting . Would these be good candidates?
CGNX(-21%)
FB(-11%)
ROBO(-9%)
Read Answer Asked by Anna on October 04, 2018
Q: I am a 3 days old subscriber and I have few questions:
1. What is the event that would trigger a new report on a company that you already covered? Is it a rating change? ... or a periodical update?
2. How often (in average) do you initiate a new coverage for a new company?
3. Model portfolios do contain a lot of companies that you do not cover. Would you consider covering them? ... specially the ones that are NR, I'm not sure what to make of them.
If you consider that there are questions of interest for the public domain feel free to post the answers for general consumption.
Thank you
Read Answer Asked by Nicolae on October 04, 2018
Q: Hi All at 5i! A quick question about tax loss selling. When would it be ideal to sell a stock at a loss to offset gains, considering that I want to buy the stock back. Would now be good? Or wait until Nov? Dec? Also, I own CBO at a loss at the moment. Considering that interest rates are going up, should I sell it now at a loss( to offset capital gains) and buy it back later? Cheers, Tamara
Read Answer Asked by Tamara on October 04, 2018
Q: So what do we do with Linamar. Do we hold it or sell? I had assumed with the agreement on trade between USA and Canada that the stock would be a good company to own. Not so it seems. Any idea why? Is it a concern that we are nearing the end of the automobile cycle and earnings will start to trend down? There is a thought that we are in the last inning for companies such as Magna and Linamar . Do you concur? Anyway the stock seems to be unloved, not sure why . Perhaps you can shed some light on this. How do you see earnings over the next 2 years?

Read Answer Asked by John on October 04, 2018
Q: I was following this company IOTS due to its positioning in the internet of things space. I was looking at the company balance sheet and it seems to have reasonable revenues yet a negative cash flow. Do you think this company is a reasonable small cap buy? Are there any other companies in this space you suggest buying instead?
Read Answer Asked by Scott on October 04, 2018
Q: My friend has $150,000. to invest, she has a time frame of 10 years minimum before she will need the money. She is interested in dividend stocks and wants to have a balanced portfolio, can you suggest what stocks she should purchase for this portfolio, she does not own any stocks at the present time.
Thank you for your help.
Dorothy
Read Answer Asked by Dorothy on October 04, 2018
Q: I have a question about 323 .
Hi,
I sold a small position on GC for tax loss. I could do the same for TSGI (andl plan to buy back)? But I do not want to do that in case something good could happen in short term. I have a -25% on TSGI currently. Please let me know your thoughts. Thanks.

Shyam
Read Answer Asked by Shyam on October 04, 2018
Q: How does the unwinding of the Fed's balance sheet impact the bond market?
Read Answer Asked by Matthew on October 04, 2018
Q: Are you of 2 minds on ATA? I get the sense you like the company which seems to be doing well including setting new highs recently. One the other hand your comments seem to suggest that you don’t think it is really a growth company. Maybe you feel the valuation is too high for a slow growth company?
I like the momentum, the sector and the management. In spite of what my iPhone says they don’t pay a dividend so I sort of feel they are a growth company after all. They appear to straddle manufacturing and IT. I suspect there must be some tie-in with the University of Waterloo which may help them stay on top of the technology race.
Any comments?
Thanks,
Ji
Read Answer Asked by James on October 04, 2018
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