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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: Hi,
I've owned ONEX in the past but currently don't have any exposure to private equity and I'm looking to get back into this space. Should an average long term growth investor have some exposure to this asset class? Looking to make PE 3-5% of my total portfolio. Can you rank the mentioned stocks from best to worst and which ones are best for long term growth and capital appreciation. Any other suggestions or advice would be welcome. Thanks!
Read Answer Asked by Keith on October 21, 2019
Q: Wondering if you have any info/thoughts on the lawsuits (current and future) re BA and the Max issue. Specifically, I anticipate that the airlines which fly the Max will be suing Boeing for lost revenue/extra costs as they compensate for not having the Max fleet in the air (more lawsuits once the return to service date is determined (if returned to service). I read more and more airlines are planning to not use the Max until Jan/Feb 2020 pending FAA approval. Still considerable uncertainty. Essentially a question on the impact of future lawsuits from major airlines.
Read Answer Asked by Bob on October 21, 2019
Q: Hi, Badger Daylightinh was added to Balanced Portfolio recently, as it dropped from its high after last quarter's soft results, which you characterized as " one time". Induatrial alliance today downgraded the energy services sector as well as diversified energy companies, expecting more misses in coming quarter. BAD's was a Hold and its price target was dropped to $43 from $46. Lower rigs utilization south of the border was cited as one of the reasons.
My question is that BAD appears to be lumped with energy services sector, for its valuation and growth prospects, although most of its clients are in utilities sector. If this continues to be the case, how do you see BAD separating itself from energy services pack and receiving a more appropriate multiple. Do you expect this to be an ongoing overhang and if so, does it deserve a place in Balanced Portfolio ? It was added to the portfolio at $39.90 ( I think). Is it prudent to just take a smal loss and move on? Thanks
Read Answer Asked by rajeev on October 21, 2019
Q: Which stock or ETF would you recommend to buy in Health sector for TFSA? Need 11.4%. Used to own GUD but sold awhile ago with small loss. Don’t mind USA exposure but prefer to buy in CAN dollars.
Read Answer Asked by Hali on October 21, 2019
Q: Any news if they will trade on the canadian exchange. I am interested in holding this gambling/sports book stock as I think government fiscal pressures will generally be a boon for the industry. I am not interested in holding an british company and their foreign tax implications. Any suggestions when to sell and where I should be able to have this same play on the toronto exchange if they don't cross list. I am grateful for your informative service.
ps can you re check that you have my proper email address. I see you answered my previous question but did not email to advised as you used to.
Read Answer Asked by Mike on October 21, 2019
Q: Hi, my question is about proper percentage allocation of stocks, ETF’s and investment funds. At this moment my wife and I have a holistic approach of the family investments. We have assets spread out between RRSP’s, TFSA’s, Investment accounts, Stock options from my employer and Defined contribution pension plan (Investment funds). We also have a revenue building with 3 apartments that represents 40% of total family assets. We don’t include this in our holistic approach because we live in one of the apartments. So, my question does not include the real estate asset.
The allocation in investments is:
1. 40% in investment funds, mostly in the Defined contribution pension plan,
2. 15% in the VGRO ETF
3. 45% in 20 stocks.
The way we are looking at it is for example; Constellation Software is at 5.07% of the total family investments. Obviously, the percentage would more than double that if we look at its waiting just with in the stocks we hold. At the low end we have CAE at 1.00% of the total family investments. So, is this a proper way of looking at it? Should we be analysing our allocation differently? Is the holistic approach the way to go ?
Read Answer Asked by André on October 21, 2019
Q: I could use a tax loss sale prior to y/end. Which of these two, or both, would you recommend selling? Would there be any rush in getting back into these positions a few months hence? Are you re-considering your positions in either of these companies?
Read Answer Asked by Claus on October 21, 2019
Q: OTEX dropped $2.07 today to $51.60 on huge vol of 1.1m(av 604k)of which 877k is sell transactions.After market close,it denies rumoured acquisition of Micro Focus.Ever since reaching a $58.65 H in July,it declined & trade in a range of some $55- $50.It reports on Oct 31.Any news on the drop.What are the expectations of Rev & Eps for coming Q.Is this a good time tostart a position? Thanks for u usual great services & views
Read Answer Asked by Peter on October 21, 2019
Q: Hi, would like your opinion on psi going forward.
Is it a service company only for oil and gas,or is it also diversified to other sectors? How about debt and management?
Would this be a good tax loss candidate as I’am down 35%, then buy back, or would you stay out of the sector. I also have Vermillion ,WCP, SPB at 5-6% of portfolio
Thanks

Read Answer Asked by Brad on October 21, 2019
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