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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: My investment strategy has been 1st to buy good companies. I accept that there will be volatility in the short term but believe that in the long term good companies will perform well. I am retired and this has worked well for me and your advices have helped to direct me to good stocks that I would not have found on my own.
The last 6 weeks have been challenging from an emotional investing standpoint. But I have been through this before and the best action for me has been to stay the course.
Often I like to take some opportunity in this down market and I find I often jump in too early.
I like PBH, hold 2 % and think it would be a good long term hold and am considering topping it up 1%. I hear this “capitulation” term used when a stock has hit the end of its fall. With a specific stock is there a “formula” that defines this capitulation point. If possible can you reference PBH as an example?
Thanks John
Read Answer Asked by John on November 15, 2018
Q: If Kinaxis reported some sales slipped outside of Q3, have analysts adjusted these numbers into Q4? I'm probably simplifying things here but in the next quarter if the market has settled and the results affirm this slippage then would the stock price increase? I like this company and can't help to think this price dip is a huge opportunity for those who can wait?
Read Answer Asked by John on November 15, 2018
Q: Allocations in my Balanced portfolio don’t match recommended % in the 5i model:

Above: TSGI by 3%, PKI by 8.1%, BNS by 4.4%, WSP by 1% , CCL.B by 1.7%

Below: TOY by 1.8%, ENB by 1.1%, AEM by 1.2

Don’t own GC, CLS, SLF but Telus with 1.6% allocation. SLF own in Income portfolio.

% for all other stocks in my Balanced portfolio do match 5i model. My Balanced portfolio is for 5 years or longer hold, currently at -17.6% loss.

Would you be recommending any changes to my allocations considering current prices / market conditions? Thanks in advance for your valuable opinion.
Read Answer Asked by Hali on November 15, 2018
Q: As you have suggested for GC one should not buy more than $100000.00 in view of insurance coverage. I have 2 question
1-Is there a 5 year ladder type GC available-as package ?
2 -if one buys 5 of 100000.00 ladder type GC from 1 financial institution ( bank or trust- 1 year ,2 year and etc. ) how the insurance coverage would work ?.Is it each one is covered separately or only 1 insurance is covered for all, max. coverage is 100000.00 for all ?.Thank you
Read Answer Asked by ebrahim on November 15, 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: I was looking at a lot of the negative comments about your stock picks - I think your service is the best value for money of any of the services I subscribe to - I have always subscribed to the idea - if something doubles I take some money off the table - usually half and then I let the other half do what it will do - I never get greedy and sometimes I have to take a bit of a loss. You have given me more good ideas over the years that I have done very well on - when markets turn - investors always want to "blame" someone - markets go up and down and it isn't always pleasant - but if an investment you own is down and the fundamentals are still overall positive - why wouldn't you buy more. This current investment environment seems to punish any company that misses analysts' expectations even by a small amount. All the investors that looked at the US markets especially and didn't take some money off the table - only have themselves to blame - nothing goes up forever and no one - even you guys - have a crystal ball - but you are pretty exceptional in the service you provide - especially for the subscription price.
Read Answer Asked by Karen on November 15, 2018
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