Investment Q&A

Q: In answer to Febin's question on Friday you said that "The stock reaction (crh) is likely appropriate, though, putting its risk/reward in line: thus we would do nothing here". How did you determine the risk/reward of Crh? What metrics/rational did you apply? I'm currently down 48% on a 1/2 position and appreciate your response. Thankyou.

Q: Getting pretty discouraged with the slide in CRH. Your advice...hang on? Buy more? Thx

Q: Which of these would you feel has a better outlook for growth going forwards. Do you think this sector is over priced considering the big promises made about infrastructure spending?

Thanks

Q: Greetings

You read my mind! I have been thinking of taking a position in BYD. To do so, I was planning on selling MX. I know that MX is a favoured stock.

I am not concerned about portfolio balancing but am looking for a bit more stability in my life now that I am retired.

Do you have a preference between these two stocks given my profile?

Thanks

Peter

Q: Hi folks:

My average cost for this is in the 7 dollar range. I held it up to 12 and now its going to south to fast for my liking. I bought this for a 3 to 5 year hold. A 27 percent decline in one day certainly can put investors in panic mode, and I need your humble professional opinion with what to do with this one. Is patience the key here or should I move the remaining capital to a knight or a Savaria for example.

Thank you for your professional advice.

Q: Thanks for the link to portfolio updates from January 1, 2015.
https://www.5iresearch.ca/questions/60377
However, this is for companies removed from portfolios due to under performance.

Can you provide the same portfolio updates for companies added to your portfolios from January 1, 2015 along with reasons.

Q: I have A&W, CGX, and BPF.un in my consumer discretionary. I've been thinking of switching out A & W for TOY or DOL for diversification. Does this seem like a reasonable approach for a conservative retiree? Which would be the more stable choice for one in my position, or do you have another suggestion? Thank you so much for your continued help and advice. (CGX has done very well for me)

Q: Portfolio Managers are saying US Stocks are expensive and they are buying Europe and Emerging Markets. What about Canada ? Is the uncertainty regarding US Tariffs holding TSE back ? DOW is hitting New Highs . We are not ? Is it also because we are a commodity economy. Are we just out of favour until world economies start to show growth which will drive commodities higher ? Oil also seems range bound $ 40.00 - $ 50.00 Not good for Canada !
RAK

Q: MRG.un made big purchases couple of days ago. I will appreciate your thoughts on the impact of these big purchases.

Q: Please see the information below and provide an opinion on this company.
M Pharmaceutical Inc. Provides Further Information on Reformulated Orlistat
and Extrinsa Economic Projections

Q: Im wondering what fundamentals are you guys looking for when trying to judge if a stock is a good buy. I'm pretty new to investing and trying to learn, but there seems to be so much information on quarterly reports that i cant discern whats important or not and whats good or bad. Hoping you can shed some context to some of the numbers.

Thank you

Q: Hi,

I will need to change some US dollars into CDN dollars for a land purchase. I feel I missed the boat at $1.37, but I would like your opinion on where you think the USD/CDN exchange is headed in the next 3 months?

Q: What do you think of this fund for a long term hold? It seems to hold small private tech companies and hold them through going public or being bought by a larger entity. I read somewhere that there is huge demand for small and medium sized Canadian tech companies.

Q: What are your thoughts on taking half positions on these 2 companies for income with growth potential? Both are trending lower but is there long term value here?
What is the payout ratio on each and is it safe?
Thanks!

Q: could you give me an updated opinion on this company, particularly, with the hype of raised interest rate. Thank you. Fooklin

Q: I own shares of Tembec , what I don't understand ...
the shares price are at $4.30 ... they want to sell the Co.
at a share price of $4.05 ... should I sell my shares now
or wait for the transfer to the new Co. ?
Jude

Q: Hi are both these companies doing the same thing,is there a real difference ?? If any.
Thanks

Q: Good morning
Peter: 1. When selling options, what is your preference ? Call or Put options
2. What is your favorite time frame for selling options? ( 2 weeks, 4 weeks etc. )
3. What is your approach for choosing a strike price?
Thank you for educating all of us.
M.F.

Q: Hi Peter, Ryan, and Team,

I am overweight in Consumer Staples and underweight by an almost equal dollar value in Information Technology.

Present holdings in Consumer Staples include ADW.A, ATD.B, ECI, PBH and SAP. (SAP is the only one that's down in value).

Present holdings in Info Tech include CSU, ENGH, KXS, OTEX, and PHO (PHO is the only one that's down in value).

Which stocks in the Consumer Staples sector would you trim/sell, and which stocks presently held in the Info Tech sector would you add to at this time? (If there are compelling reasons to add more Info Tech stocks, your suggestions are welcome.)

Also, is the thesis still the same for SAP? It's been a fairly disappointing stock, but of course your great recommendations have really enhanced our overall portfolio. Thank you!

As always, I appreciate your valued advice.

Please deduct as many question credits as you deem necessary.

Q: Following completion of the USA acquisition,
kindly provide an update on KWH.un .
Is the current 9.90$ or so an attractive entry point for
the next 12 -18 month period ?

Would u suggest it as a sub 5% weighting in a
Conservative Retirement Portfolio ,
or is it referred to as a "Speculative Buy for aggressive accounts only.
Thank you !