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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 Would like to do some rebalancing. If you were to pick a stock in the financial sector for 4% of your total portfolio which stock would it be.? Also staying in the financial sector but looking for your suggestion for a stock with a bit more risk/reward. Looking for maybe a 20%+ growth target and this stock would be in TFSA and be 2% or less of total holdings. Not looking for ETFs at this time
Thank-you. Terry
Read Answer Asked by Terry on December 01, 2017
Q: I understand that CAR.UN has better overall assets than MRG.UN, but the difference in valuation seems ridiculous. MRG is trading at 80 percent of NAV and 14 times 2018 AFFO, while CAR is 105 percent and 21.8 times , respectively (all per TD). It seems to me at this valuation, Morguard should just take over the chunk of MRG it doesn't own. Thoughts?
Thanks.
Read Answer Asked by Alex on December 01, 2017
Q: What is your opinion of Miniso's effect on Dollarama? I was going to start a position on the current pullback but am reconsidering now...

http://business.financialpost.com/news/retail-marketing/is-dollarama-about-to-meet-its-match-miniso-japans-2-99-store-plans-to-open-500-shops

Thanks
Read Answer Asked by John on December 01, 2017
Q: Thank you for continued great support and unbiased opinions.

I plotted a few favourite 5i Technology stocks with high P/Es along with the Vanguard Information Technology ETF (NYSEARCA:VGT). Except for CSU (crazy +ve outlier),
they all cluster closely in returns over the long-term (i.e. 15+ years).
So, why bet on a few horses with such risk (P/E > 50) when one can own the track, make about the same return, with much less risk (P/E = 6.6)?

I think we all understand the advantages of ETFs in general, but considering the high P/Es specifically in the Tech sector, it really begs the question above. Thank you.
Read Answer Asked by Paul on December 01, 2017
Q: I have sold my positions in ENB and ZCL for tax loss reasons. I am wondering if I should look at other stocks to replace these now or just hold the cash and buy these back in January. I would like your opinion and suggestions. I have a very long time frame. Thank you
Read Answer Asked by stephen on December 01, 2017
Q: Hello Peter and Ryan,
Yangarra resources was going up while other oil stocks were going down. However, today Yangarra Resources barely moved much when other oil stocks surged given the news on OPEC production cut. Any comments? Also, Savaria surged a bit today. Was there any news? In general, when a particular stock stays within a narrow range when all the others in the sector are moving up alot, what does it mean for that particular stock? For example, today MedLeaf hovered around 1 percent range whereas the other cannibis stocks including the ETF HMMJ surged considerably. The same was true the day before when the cannibis stocks were down , MedLeaf stayed in the one percent range. Thank you.
Read Answer Asked by umedali on December 01, 2017
Q: Hello
I am looking at Canadian non-cyclical segment stocks.

What are your thoughts on TPX.B and SAP?
Can you also comment on their projected growth for 2018?

I currently own some Premium Brand, Aliment Couch Tard, Coke, and Mondalez.

Am I over diversifying by adding two more names to my Non-Cyclical segment in your view?

Thank you!
Stephane







Read Answer Asked by Stephane on December 01, 2017
Q: I'm thinking of moving on here and an wondering what you might replace it with at today's prices. I also own MG and have done very well so don't need to stay in the auto parts industry. I'm a little light on industrials and materials so either sector would be fine. Thanks again for your valuable service!
Read Answer Asked by Rick on December 01, 2017
Q: With XTC's growth slowing down and NFI's pullback, I am thinking of selling XTC and buying the equivalent value ( 4% of a balanced portfolio ) of NFI. I have a gain of 60% having owned XTC for 5 years. I am interested in dividend growth and stability in the business.
What are your thoughts about the prospects of these two companies 5 years out?
Thanks!
Rob
Read Answer Asked by Robert on December 01, 2017
Q: I'm thinking of taking my approx. 30% loss on VET and replacing it with something similar that has similar prospects. I own Whitecap as well. Would Cardinal energy fit the bill or would you recommend something else or even just buying VET back in 30 days. Thanks for your advice.
Read Answer Asked by Rod on December 01, 2017
Q: Hi 5 I
Looking for exposure to gold what would you recommend
Thank you for great service
Read Answer Asked by Peter on December 01, 2017
Q: Hi,

On Thursday there was a 10 Million block of shares traded near close on PEY.un. The volume for the day was more than 10x the average daily volume and the stock closed down. Is this something significant that should be noted by investors? Do your terminals provide any additional insight? Thank you for your comments.
Read Answer Asked by Brian on December 01, 2017
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