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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 5i,

I hold both NFI and COV in a cash account. I am looking at purchasing both at 2% position in my TFSA and then selling them both for a tax loss. Your opinion?

Bonus question-based on the ruffled feathers, would you consider doing a review of the various portfolios performance with commentary at set periods?

Thx
Read Answer Asked by Kelly on August 02, 2019
Q: I was listening to the CEO on BNN a couple of days ago and he seemed quite surprised where the price of the stock was given the state of the company. He also reiterated the priority on the distribution. VET is considered, by many, as a well run company in a really bad sector. You would have to go back to 2005 to see the stock below its current value. Given their "rep" as a good company, their current low stock price and their diversification of assets, could one of the big guys (Exxon, etc) take a run them? Would you be comfortable taking a position here?
Read Answer Asked by David on August 01, 2019
Q: Regarding COV. I don't usually play with this stuff and I'd only be thinking about a 1% or so position. But there seems to be an actual business underneath this mess. So lets assume the Saudi business is gone and the rogue salesman pulled off whatever he was trying to pull off. As I read their reports that leaves 60% of their business in the US. So the question is where does that leave us going forward ? And how to assess managements ability to grow from there ? If it drops to the $2.00 range is there some value there ?
Read Answer Asked by Garth on August 01, 2019
Q: Hello. In monitoring my equity investments, I note that SHOP is now 8.3% of my total stock portfoliio while CSU has reached 7.5% of that same total. My question is whether it is too risky to let these run -- or trim them back now. Thanks!
Read Answer Asked by RANDALL on August 01, 2019
Q: Is this a good time to get into North American Construction Group? It seems to be stabilizing a bit, and wondered if its more stable trajectory is due to the recent blip uptick in oil/energy, or whether it's more company-specific? I note that in a comment last month you had said that its oil sands exposure was balanced by non-oil sands projects. What percentage, for instance, would projects in non-oil be compared to oil sands projects?
Read Answer Asked by Sylvia on August 01, 2019
Q: What is the best way to start investing in line with your proposed Balanced Equity portfolio? Many of the gains in the portfolio have already been achieved, so i'm concerned that buying positions in line with your portfolio now may be 'too late'.
Read Answer Asked by Michael on August 01, 2019
Q: May I please get your thoughts on Smith Micro Software Inc (SMSI)? Recently reported results that the market reacted very positively to. Should I wait for the dust to settle a bit or do these results lend credence to starting a small speculative position (0.5-1%) for the high risk allocation of my portfolio at current price levels?
Read Answer Asked by Marco on August 01, 2019
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