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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: All things being neutral, what would your expectations be for Covalon's 2018 and 2019 earnings per share? Also, can you give a brief history of their cash levels (maybe for the previous 3 or 4 quarters?)

Secondly, I know you are not fans of averaging down. However, if you WERE to average down, would you take your initial purchase price in trying to determine your percentage weighting, or would you take the current market price? Example, lets say I take a 2% position in Covalon, which theoretically I would want to be my maximum weighting. Shortly afterwards the share price falls 50% (for the sake of easy math). Would I prohibit myself in buying more Covalon because my initial purchase price represented 2% of my portfolio or would I grant myself the option of averaging down because now my weighting in Covalon represents 1% of my portfolio, assuming my portfolio value remained the same.

Thanks and good luck to the staff's kids for their new school year.

John
Read Answer Asked by john on August 31, 2018
Q: Hello 5i,
I was wondering what your thoughts were on rebalancing. I am thinking of selling some emera, which I have too much of, and buying pbh, of which, I need more. The problem is that when I look at Emera and notice that the year high is close to $48 and the current price is near $41 and I figure I will have lost the potential of about $4000 on this sale. That is, if I wait for it to go back up again. But, of course we all know that it may not go back up again. Also, PBH may actually grow faster than Emera and so I may have a better chance of recouping my money on it than on Emera. I don't imagine that you go through all of these permutations of thought when you are thinking of rebalancing. I am thinking that your advise would be just to sell it now, if I need to rebalance. Would this be your advice?
thanks as always for the great service
Read Answer Asked by joseph on August 31, 2018
Q: Nearing retirement, and wishing to lower risk and shift out of some aggressive equities, that have considerable capital gains. The equities are in non-registered accounts, and will trigger considerable tax. How do you suggest to do this?
Read Answer Asked by LEN on August 31, 2018
Q: It seems to me that most Short Attacks come from the USA on Canadian Companies . They hit Canadian Companies where trading volumes are not great and therefore easy to put downside pressure on the shares. Is there nothing that OSC or other gov't authorities can do about out of Country Short attacks ? RAK
Read Answer Asked by bob on August 31, 2018
Q: What large bank or investment coverage group (ie:Jeffries) would you say has the best track record for predicting future share price increases in the near and longer term.
Read Answer Asked by Louis on August 31, 2018
Q: I am looking for a transportation company to add to my portfolio. With another delay in the TransMountain Pipeline, is now a good time to consider the rail companies, and if so, which one should benefit more from a possible increase in oil shipment?
With or without the oil shipments, is there another transportation company you would recommend instead, planning on a 5 year time frame?
Thank you
Grant
Read Answer Asked by Grant on August 31, 2018
Q: Hi Peter,
I have extracted part of your reply to the question on Cronos , "The cross-border issue is one problem. It is hard to take action in other countries". I know you cannot guess or speculate, but can you shed light on why the short sellers have not been after Canopy or Tilray that have extreme valuations yet Citron was keen on issuing reports on companies like Shopify. I would appreciate you insights. Thank you.
Read Answer Asked by umedali on August 31, 2018
Q: For a 8/10 year time period and about $20,000 what 4/5 stocks would you recommend for high dividend and security, including banks and others in order of preference.
Many thanks as always.
Harold
Read Answer Asked by Harold on August 31, 2018
Q: Hi Peter and Team,

I can never stop saying thanks for your great stock recommendations and giving me confidence to drop mutual funds from my portfolios.

A question about my TFSA. I hold PBH, PHO, SIS, KXS and WPK. The performance has been quite good as I am using the TFSA for long term growth. Any suggestions on the need to change any of the stocks in this mix?

Thanks.

Marvin
Read Answer Asked by Marvin on August 31, 2018
Q: On 29 Aug I asked a question, part of which was: "Do you like the idea of holding some (10%) of a portfolio in active ETFs?" I did got a sense from your answer if you favour holding some actively managed ETFs, or would you stay with low MER index ETFs? I am planning to hold as much as 50% of my portfolio in ETFs for outside Canada exposure.
Read Answer Asked by Dennis on August 31, 2018
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