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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 am reviewing my holdings in Consumer non-cyclicals for my RRSP (balanced approach with 15+ years to convert to RRIF). I am underweight in this sector (4%) divided between CCL.B and FSV which you agreed in a previous Q&A that they can be considered c. non-cyclicals.

I’d like to increase to about 8-10% total by boosting one of the two holdings I already have (which one between CCL.B and FSV would be best at this time?) and/or acquiring one or two additional stocks. Here I think it would be wise to buy more typical c. non-cyclicals like ATD.B + PBH or perhaps simply just XST to get exposure to a basket of food-related stocks at once (primarly ATD.B, L, MRU, SAP). Your observations will be appreciated as always.
Read Answer Asked by Christian on August 30, 2017
Q: I want to re-balance my portfolio across sectors but I found that a few holdings can fit more than one sector for all practical purposes.

CCL.B is classified as materials, but can we also consider it as consumer goods given its labeling and container products directly serve the retail market? If so would that be c. cyclical or non-cyclical?

MG is classified as c. cyclical, but can we also consider it as industrial?

I have a hard time with FSV which is classified as financial, but to me consumer non-cyclical (recurrent residential residential/condo maintenance fees, property services) is a better fit.

Finally, how about MDA? Can it be considered either technology or telecommunications?

Thank you for validating the above, it will be useful to explore my options.
Read Answer Asked by Christian on August 28, 2017
Q: I have room for one of CCL.B, BYD.UN or ATD.B. Which has better growth prospects?
Read Answer Asked by Andrew on August 25, 2017
Q: Hi, in a bad market, a slight miss of whatever metric leads to a big drop of price. It is Ok for long term investors who got in long time ago and had huge gain already and took some profit. What is your recommendation on the above mentioned stocks for those lone term investors just bought in recently. Buy more, hold or sell? Thanks.
Read Answer Asked by victor on August 14, 2017
Q: In a market like this some stocks are unfairly punished and could be an opportunity please give an opinion which is a good deal.
Read Answer Asked by Nizar on August 11, 2017
Q: Hi Gang, I'm down around 18% on both, are brokers usually right with their outperform recommendations, saw this on my TD account this morning, also what time frame should I have before cutting them loose. I'm patient but usually after 6-12 months my patience runs thin. Thanks Anthony

09 Aug 2017

CA
CCL.B
BMO Capital
Outperform
Outperform
$72.00 Target
09 Aug 2017

CA
KXS
BMO Capital
Outperform
Outperform
$82.00 Target
Read Answer Asked by Anthony on August 11, 2017
Q: Hi, would you take this opportunity to begin a position in these names after missing earnings? Can you rank current opportunity for long term growth. Thanks
Read Answer Asked by Jordan on August 09, 2017
Q: Could you please provide street estimates for Revenue, Adj EBITDA and Adj EPS for these companies for the upcoming quarterly results. Thanks
Read Answer Asked by rajeev on August 08, 2017
Q: Hi, can you rank these companies for long term holds considering currrent valuation. Thanks
Read Answer Asked by Jordan on August 02, 2017
Q: Hi, can you rank the following companies as long term hold potential taking into account current valuations. I am looking to start positions in all companies I am just not sure which ones to start with.

Also, I feel like there is so much noise about moving away from oil that buying ENB long term can be a bad portfolio decision. Can you also comment on this. I am 30 and don't plan on selling anything any time soon.
Read Answer Asked by Jordan on July 31, 2017
Q: Hi, currently I hold these stocks as part of my consumers staples. Thinking of selling L and moving funds into one of the other names. Which would be best? Can you rank these? Thanks!
Read Answer Asked by Keith on July 27, 2017
Q: Hi 5i,

I currently have 14% of my portfolio in materials, which include MX (3.2%), CCL (4.25%), ZCL (3.47%) and AEM (2.84%).

I also have 12% of my portfolio in consumer non-disc, which include PBH (4.85%), DOL (3.47%) and ZZZ (3.2%).

For a growth oriented investor with 30 years until retirement what do you recommend as an appropriate allocation to materials and consumer non-disc? I will need to trim my holdings in each of these sectors to re-balance as I feel I am overweight so any suggestions on what should go?

Thank you as always,

Jon

Read Answer Asked by Jonathan on July 21, 2017
Q: How did Samson's Holdings Limited end up owning 95% of CCL's class A shares?

On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?

Is Samson's at all related to the management of CCL?

And lastly, what percentage of a portfolio would you make CCL?

Thanks.

John
Read Answer Asked by john on July 10, 2017
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