skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Do you think the Bank Licence is Baked in the current price? Any idea
why the stock is being beaten up? Thanks
Read Answer Asked by charlie on September 03, 2015
Q: Hi Peter & Team,

For a company that has held up fairly well during the various market meltdowns the past month, CXI has taken quite a beating in the past week or so. Is there any reason you know of? Are the fundamentals still solid on this company? And if so, would you recommend picking up some more at these prices? I already have a full position, but would like to get a bit aggressive and concentrate a bit more on what might be my highest potential holdings.

Thanks,

Jordan
Read Answer Asked by Jordan on September 03, 2015
Q: Is there any reason for the recent drop in CXI (I can't find any news) or is it just market noise. If so do you feel it's safe to add more. I have a very small position at present
Read Answer Asked by Luca on September 03, 2015
Q: Hi All,

I would like to add an engineering firm to my portfolio. is this a good time to do so? If so, which would you recommend?

Thanks so much.

Dennis
Read Answer Asked by Dennis on September 03, 2015
Q: Hi Folks: Does ESP have any involvement with the Internet Of Things? If no, does it have any potential for future involvement? Aside from Sierra Wireless, are there any other Canadian listed companies that have any involvement with the IOT?
Read Answer Asked by Ed on September 03, 2015
Q: What is your take on Martin Armstrong and his Economic Confidence model?
Thanks for all you do
Read Answer Asked by Andrew on September 03, 2015
Q: Could I please have your thoughts on cpx?
Thank you
Read Answer Asked by manochehr on September 03, 2015
Q: Hi,

I have some First Quantum (FM) in my portfolio that is down significantly. I am thinking about selling it for the tax loss and replacing with Glencore.

What are your thoughts on Glencore? What is the difference between GLNCY and GLCNF?

Thanks,
Michael.
Read Answer Asked by Michael on September 03, 2015
Q: Hi, I'm looking for some recommendations for low risk, slow, steady medium growth stocks? I'm considering CTC for a 3% position in my portfolio. What do you think of CTC now and are there other alternatives you like better?
Read Answer Asked by Graeme on September 03, 2015
Q: Hi, I'd like to follow up on Alex's question regarding an NDP election victory. Among their election promises is to treat all capital gains as income, and tax it 100%, not as is present, at a 50% rate. Would you expect this, if implemented, to result in a large outflow from small caps, especially high growth companies which don't give dividends, into dividend paying stocks?
Read Answer Asked by John on September 03, 2015
Q: My question has to do with selling shares due to the "opportunity cost" of continuing to own them. As we go through tumultuous times, we are being coached by you (and many others) to stay the course, maintain a diversified portfolio and remain with companies that have not experienced fundamental changes to their businesses. Supporting this thesis is that you can't time the market and a good company is a good company - until it is not.

But then on the other side we seem to have situations where stocks go down for no apparent reason, other than investor irrationality, and they then seem like excellent buys. This is where the question of opportunity cost arises. I own BDI, SYZ, BAD, AVO to name a few stocks that are down but continue to be largely viewed as good companies (ok, maybe we should have left AVO out of this). But are we investors suppose to contemplate selling these stocks because it appears that it may take a year or two for them to come back, hence the opportunity cost, to buy things we think will rebound faster? If so, isn't that then trying to time the market? It seems to me that while I am eager to buy up some "bargains", I am fully invested and am not adding to my savings and therefore I do not have the cash, so I will just have to sit and wait for this market to rise again. Or am I being too doctrinaire and making the amateur mistake of not selling my losers?

Sign me a little confused! Appreciate your insight.

Paul F.

Read Answer Asked by Paul on September 03, 2015
Q: With reference to Bryron's question, I am also very concerned with deflation as opposed to inflation. There is way too much debt worldwide. As an experienced money manager and I know you don't have a crystal ball, would you lean towards deflation as opposed to inflation? I can't see how inflation can rear its head in this environment and is deflation in a short period of time a real risk to the stock market?
Read Answer Asked by Helen on September 03, 2015
Q: Hi guy,s Thanks to you I bought a 1000 shares at about 7.30 per Share. Right or wrong I cashed in at 18.55 today . Where would you put $20,000 today excluding the oil patch as I am over weight in this area. Thanks for your advice. Regards Cliff
Read Answer Asked by cliff on September 03, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!