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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 decided to pay off my mortgage, primarily because I think I have had a good run with equity returns outperforming by a good margin the cost of carrying my mortgage. Although I am not concerned about a large correction I think the risk return is swinging a bit more towards paying off the 2.79% mortgage. I will likely sell 3 or 4 of the following to do so: bbd, mal, pza, rsi, rus, tpk, wjx, dht. Please rank in order in which you would sell the companies listed, you can assume none will adversely affect my current asset allocation. I realize it is quite a mixed bag...but they are some of the ones I hold that aren't in your balanced portfolio so kills 2 birds by getting them out of my current holdings...
Read Answer Asked by Tom on November 06, 2017
Q: I have held these loss stocks in my well-diversified portfolio for many years. I am willing to wait for a turnaround and do not need the cash. Which if any would you recommend selling now if you consider holding them to be a lost cause. Thank you
Read Answer Asked by Harold on October 30, 2017
Q: Good Morning.

I have a small position in FTG and note from past news releases of the company that they are a supplier, either directly or indirectly to BBD.B. Trying to quantify what the impact of the US penalty on BBD might be on FTG. Any commentary you can offer would be appreciated.

Thanks
Read Answer Asked by Robert on October 02, 2017
Q: 2 question : So bomber has bounced a bit so time for me to suck it up and sell at a 30% loss. Sell now or hold off a few more days to see if it has some legs.

Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.
Read Answer Asked by Tom on June 05, 2017
Q: Can I ask your opinion on these stocks. I have holdings and debating whether to cut or hang in and see where they go.
HCG bought at $8
GM bought at $35
MVN bought at .14
BBD bought at $1.90

Thank you for your advice!! Enjoying the membership so far!!

Read Answer Asked by Brigid on May 05, 2017
Q: The 3 current dogs in my portfolio are Wajax ( -40%), Bomber ( -30%) and Husky (-45%). Do you see an upside to keeping any of these stocks or is it time to suck it up and move on? Wajax is paying me 4.5% to be patient, Husky not so much but oil upside, and well I think I know the answer for Bombardier.
Read Answer Asked by Tom on March 06, 2017
Q: On Nov 20, 2015 you replied to Herbert "Because the Caisse's interest is directly into a subsidiary, there is not dilution in the usual sense in terms of shares issued. BBD will get capital, and simply own less of the unit. BBD has also asked the Federal government for money."

1) I am trying to understand. If BBD own less, doesn't that mean BBD shareholders will own less, get less of the revenue/earnings pie and in the end, result in some of shareholder dilution?

2) Additionally, I have to believe that with all the money this company is getting from government bodies that this will also create further dilution (unless it is money that is invested to protect jobs..) ?

Thanks.
Read Answer Asked by Walter on November 22, 2015
Q: With the recent news of the Quebec gov't stepping in to save the day (for a while at least), would Bombardier be worth a shot, at the moment? Probably 1 to 2 %. I'm willing to gamble, but also not crazy. Bombardier has always been the-little-engine-that-could-but-never-did, in my mind. And yet ... how I hate those Canadian companies going down, just because they're stubborn and set in their ways. Will there be enough torque behind the gov't's presence to help move the Bomber's needle? Thanks, as ever.
Read Answer Asked by Sylvia on October 30, 2015
Q: The stock continues to fall like a stone, I'm in the red on this one, your last answer on this in July indicated you don't see bankruptcy in the immediate future and the government could possibly step in to protect bond holders if things continue to worsen.
Has your position changed on the last three weeks of news on BBD and what would be required of BBD for you to recommend it as a buy.
Read Answer Asked by Jim on August 06, 2015
Q: Good morning on this cold winterday...hope you are all thinking warm thoughts...Bombardier suspended its dividend.( Naiive question...Is a suspension as bad as a cut?) I happen to hold a tidy sum in this stock...I bought it low, so I am wondering if I should just hang on...its train section is quite good. Do you think that they will split into two separate companies..train and plane? Your insight is appreciated as always. Thank you Tamara
Read Answer Asked by Tamara on February 13, 2015
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