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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 have BNS 3% total weight, CCL.B 2.9 % total weight and TOY 1.7 % weight. I have some cash and can add to any of these 3 position. Should I add to all 3 or just add to TOY to bring it up to a 3% weight?
Thanks
Read Answer Asked on January 04, 2019
Q: I currently hold small positions on the following. Based on current valuations and growth expectations, which Companies would you add to? in order of preference,

Thanks Valter
Read Answer Asked by Valter on January 03, 2019
Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
Q: I’m looking for some income and some growth. Assuming proper diversification, how would you rank these?
Read Answer Asked by Alan on January 02, 2019
Q: Morning guys:
I own the these 3 I’m down significantly with all three. All three of these have solid management teams and I have confidence to hold and dollar cost average for the long haul. Is it time to add at current prices.
Thanks
Mark.
Read Answer Asked by Mark on December 20, 2018
Q: Hi 5i:
I have held both before and sold for gains. Would you favour one over the other now or take partial position in both assuming they both are buys? TFSA or RIF or it doesn't matter which? I am a long term investor and I feel well diversified.
Thanks for your thoughts,

Tom
Read Answer Asked by Tom on December 06, 2018
Q: RRSP vs TFSA vs non-registered accounts. Sector balancing aside, what would be your top 3 picks for each type of account? Incredible site, thanks for all your work.
Read Answer Asked by Stan on November 23, 2018
Q: I would like to top up these positions and trim them back in the future (12-24months?)

Are there any names on the list I should avoid or expect a longer recovery for?

Always appreciate your wisdom.
Read Answer Asked by Dave on November 23, 2018
Q: Is there an update to forward 1 year p/e ratio on these companies? Thanks
Read Answer Asked by Thomas on November 20, 2018
Q: Greetings, I have not asked a question for a while now (2 years?); here it goes. This seems like a good time to deploy some of my cash held in my TFSA. Can you suggest a stock similar to KXS in potential? Maybe GUD, PHO? Thanks as ever.
Henry
Read Answer Asked by Henry on November 20, 2018
Q: Hello Peter,

First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?

Thank-you for being in our investment corner.
Angelo
Read Answer Asked by Angelo on November 19, 2018
Q: These are a list of my stocks that I may sell for tax losses. I would like to have your opinion if I should sell and rebuy these in 30 days.
Read Answer Asked by stephen on November 16, 2018
Q: Hi,
I would like to deploy some cash that I had set aside for sometime. Could you please share your 3 best ideas right now, from your balanced portfolio? Thank you.
Read Answer Asked by Yves on November 15, 2018
Q: Hi Peter, Ryan,

We have a few dogs with the downturn but we also cashed in all of our high runners in early October. Your insight is invaluable in our portfolio management strategy and we understand the decision to buy or sell is in our control. On that note, we have been buyers the past two weeks when a stock drops 25%-40% (i.e. KXS today at $67.99). Can you comment on the following opportunities (BYD.UN, WSP, NFI, CCL.B, PBH, SHOP, ENHG) to purchase now with a 3-5 year hold inside RRSP's.
1. Please rank (based on your expertise) the above stocks from best to worst as of today to add to an RRSP.
2. Which of the above, if any, are considered "prime" to purchase today.

Thank you
Jerry and Debbie
Read Answer Asked by Jerry on November 13, 2018
Q: You have already responded about the earnings - my questions is more about strategy. Both these stocks broke their intermediate trends (using 200 MA) sometime ago (I think you called it a technical breakdown) . But both price and now earnings momentum are horrible why hold? I realize in the long term maybe okay but when things get this ugly (down more than 20% from their high) would it not it be better to allocate capital some where else - rather than have dead money? Thanks
Read Answer Asked by Aubrey on November 08, 2018