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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: Hi,

Some sector classifications clarification needed in balanced equity portfolio with respect to morningstar.

1) TSGI - Tech (MStar Cons Cyclical)
2) BYD.UN - Cons Non cyclical (Mstar - Cons Cyclical)
3) CCL.B - Materials (Mstar - Cons Cyclical)
4) NFI - Industrial (Mstar - Cons Cyclical)

Thanks
Read Answer Asked by Ninad on September 27, 2018
Q: Dear 5i
It was great seeing you at the Money Show.
I have been a member for 6 months and love your service. I would like clarification on something that I have read regarding very active investment accounts that are TFSAs but perhaps it also applies to RRSPs. Although I am not currently an extremely active investor in terms of number of trades placed, and it doesn't really suit my temperament, I have read that the CRA has designated some of these very active accounts as a "business" and removed the tax shelter from any gains realized within these accounts. What is the actual rule regarding this? What I read was very ambiguous and not quantified. Thanks so much for your help.
Kind regards,
Murray
Read Answer Asked by Murray on September 27, 2018
Q: hi Peter what are the 2019 earnings per share estimates for SIS DOL COV PBH and TGSI. thanks Richard
Read Answer Asked by richard on September 27, 2018
Q: What 5 metrics would you suggest an investor should look at before buying a security? P/E, p/b, etc.
Read Answer Asked by Cory on September 26, 2018
Q: Good morning...the above mentioned companies represent about 7.8% of my portfolio which consists of 50% balanced portfolio and 50% income portfolio with 3% cash which is enough for a two year income …. I know that you like all of these companies and endorse a 5 year hold on them...in my position would you reduce any of these or wait for the market to rebound...thank you for the great service....gene
Read Answer Asked by gene on September 26, 2018
Q: Something feels odd in the Canadian markets over the last couple of months. The overall market isn't off much (maybe because of pot stocks), however there has been considerable volatility and a drop in quite a number of BE Portfolio stocks (AEM, CCL, CLS, CSU, MG, PBH, RHT, TOY, TSGI, WEF). Do you think there is some kind of sector rotation going on away from 'growth-type' stocks (concern with valuation levels of stocks that have done well for quite a few years)? Is it just Canada? Or is it just coincidence with a concentrated portfolio? Also, are you any more concerned now that a couple of months ago? Thanks in advance!
Read Answer Asked by Darcy on September 26, 2018
Q: A friend of mine advised me to buy CYP.V. Apparently the company has some new development that should really give this stock a lift. What is your opinion of this company? Thank you
Read Answer Asked by Hans on September 26, 2018
Q: We are thinking of moving our US holdings to etf's rather than individual companies. Currently we own some VOO but notice that you recommend SPY often because of its volume and liquidity, i think.

The first question is whether there is a lot of differnece between the two and whether it is worth getting SPY as well as VOO?

Secondly, we notice that the top ten holdings for both etf's contain a lot of FANG stocks. So we were wondering if we needed other etf's to balance this weighting?
Do you think a total market etf like this is enough to cover the US market?
thanks again for great advice
Read Answer Asked by joseph on September 26, 2018
Q: XIC/SPI were 2 suggested ETF funds for a beginner. I'd like your opinion on XSP vs SPY because it is traded in Canadian funds vs U.S. funds. It was suggested that as a beginner I should study the market more and not plunge into U.S. dollar funds a this time. Opinion?
Read Answer Asked by Susan on September 26, 2018
Q: Both these stocks are in my portfolio at a substantial loss. At what point does one, or for that matter you, decide to sell a position as it slides downward. Some have argued that if a stock slides 10% that it should be sold. Perhaps not the best rule of thumb but it would avoid the substantial losses in the company's share price. TCL continues to slide each day seemingly without a bottom. So at what point do you pull the plug on a position and move on? Recent research I have seen on TCL sees potentially another $3-4 of downside, Where do you see each of these companies forming a bottom?
Clearly the market is not in love with either of the two at this time. What will change this?
Read Answer Asked by John on September 26, 2018
Q: 26 Sep 2018 08:23 ET

CNW Group - CND

/NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE U.S./

Aecon Group Inc. ("Aecon" or the "Company") (TSX: ARE) today announced that it has completed its previously announced public offering of $160 million aggregate principal amount of 5.0% convertible unsecured subordinated debentures due December 31, 2023 (the "Debentures"). The Debentures will commence trading today on the Toronto S
As previously announced, Aecon intends to use the net proceeds of the offering to fund the redemption of Aecon's 5.5% convertible unsecured subordinated debentures due December 31, 2018 (the "5.5% Debentures") and
Hi: I’m no business whiz, but this sounds like selling new debentures to pay off old debentures. More debt on top of debt? Is there a problem with Aceon or is this normal practice?
Read Answer Asked by Valdis on September 26, 2018
Q: Why has this Co. done so well in the last year?

Would it be risky to buy now.?
Read Answer Asked by claudette on September 26, 2018
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