Investment Q&A

Q: I try to keep my portfolio close to your balanced portfolio. In this mix what would you replace SJ with?
ATD.B - BCE - BNS - BYD.UN - CCL.B - CNR - CSU - DOL - GC - GSY - KXS - MG - MX - NFI - PBH - PHO - PPL - SHOP - SIS - SJ - TD - TSGI - TOY - WSP

Q: I note that in June you sold your entire position in SJ from the Balanced Portfolio. I hold SJ. Was your rationale for selling due to a problem with SJ or because you required cash to add TSGI?

Thank you

Michael

Q: I know you folks remain generally positive regarding the markets but assuming NAFTA does get killed, what stocks in the Income and Balanced Portfolios are at the greatest risk. Thanks as always.

Q: With MX and CCL already owned in a materials allocation, and having just sold Stella Jones, would you add TECK or WEF? Thank-you.

Q: Hi Peter and Team,

I have a 3% position in Telus and a 5% position in Stella Jones and 5% in cash. I am looking to sell my positions in both. Can you suggest sector equivalents to those stocks, or do you recommend staying in those positions?

Thanks again for all your hard work.

Marvin

Q: Over the years I've adjusted my portfolio so that it's almost identical to the balanced portfolio. So I own SJ as of now. I see that you recently sold it and AIF but have only purchased TSGI. Will you be adding another new stock soon to replace SJ? Thanks for all of your expertise. Cheers
ANdy

Q: Peter and Team:

I am a long term investor and understand your thoughts on market timing and political influences.
Having said that, which companies in your balanced portfolio stand the most to loose if we get into a protracted trade dispute with Donald and his gang.

Thanks

Phil

Q: Hi, I am trying to raise some cash and reallocate for buying a new position ( TCL.a).
Most of my holdings have done well ( many same as Balanced and a few from Growth 5i Portfolios) with moderate to sizable gains since inception with the exception of above names ( Negative YTD Only). I like the prospects of some of them with portfolio weights TOY (3.5%), SIS (3.5%)and SJ (2%).
BCE and ENB are fairly old holdings with 3.5% weight each and have not been acting well for a while. Over past few months, I have sold all KWH.un and most of ECI
( reduced to 0.75% weight), due to rising rates and other company specific concerns. DOL (1.25% weight).
Will it be reasonable to eliminate ECI and DOL (small positions) and/or reduce BCE/ENB ( BCE more due to muted growth prospects and ENB due to its high debt and pipeline sector concerns).

Thank you for your valued advice.

Q: I just established a position with this name for 3 to 5 year hold. Please give me your opinion on this company?

Thanks.

Q: Hi,
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan

Q: Could you please comment on SJ earnings. Thanks

Q: Pricing in SJ's railway tie category is under pressure, negatively impacting operating margins (granted, margins are forecast to improve in H2 2018). My understanding is that alternatives, like concrete ties, are much more expensive. Given SJ produces an essential product for the railway sector, why does the company not have more pricing power? Thank you.

Q: Which of the listed companies do you reckon has the best prospects for a 1-year hold from current levels? How about for a 10-year hold?

Q: Any reason the stock is not doing well inspite of a 9.1% increase in divident? Would you suggest adding to a half position? Thanks. Shyam

Q: Gentlemen,
I have 3.5% position, I am thinking to sell 1.5% and buy MX for more growth. I have already 1% on MX.
It make sens for long term horizon ?
Thanks.
Best Regards

Q: I'm looking to add a stock to my TFSA. Thinking of KXS-T. Do you agree or have another suggestion. Thanks

Q: Added positions in SIS and SJ today on the dip. Any other really good buying opportunities off the list in the portfolio (dont need energy or financials) with the current volatility. SIS and SJ where on my add next list and hadn't really made a plane beyond those...

Q: Hello Peter, Ryan and Team,

Which 5 management teams are currently the best capital allocators in your view. I am guessing CSU would be up there. Who else?

Thank you,

Wes

Q: My son wants to start a TFSA. I have suggested he begin with 5 stocks. Has about 57.K to invest. How do you feel about the number of stocks and the ones listed ? Many Thanks

Q: Good Afternoon,
Would you consider RME's results to be okay and would you keep holding in a TFSA acct?
SJ is having a bad day. Would you initiate a position with this weakness?