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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 hold NFI -2.0 % weight, PHO-1.7 weight and SJ -2.9 weight. I am under water all on 3 of these stocks in my TFSA and if I was to increase the weight , should I increase all 3 or just NFI and PHO to a 3% weight.

Thanks
Read Answer Asked on February 19, 2019
Q: which is a better buy - TFII OR SJ OR MX at this time based on overall return perspective over 3-5 yr time frame. thanks r
Read Answer Asked by RUPINDER on February 15, 2019
Q: My daughter TFSA contains the above stocks. She can add 1 (full position) or 2 (half position) this year. What would be a good fit for her present holdings? Would you suggest selling Stella Jones &/or Telus and replacing it with something else? She has a long time frame as she will not need the money in the foreseeable future.
Read Answer Asked by jacques on January 14, 2019
Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks
Read Answer Asked by André on January 03, 2019
Q: With the recent volatility, several companies on my watchlist have seen their multiples fall to more reasonable levels compared to the last 2-3 years. In the current climate, I find low debt, strong management and overall quality to be more important than ever.

Considering these criteria, RCH, ADW.A and SJ are starting to stand out. The main issue I have is, growth might not be as high/steady as it was in previous years, so in the end they might not be that much of a bargain; maybe they are just more fairly valued, not "mispriced".

What would be your take on this? Is a 15-16 forward P\E for 8-10 % EPS growth and overall quality a reasonable price to pay? Or is this a case by case basis? What are the main points of reference, aside from industry, competition, company history, etc.?

I understand there are many other factors, but still, am trying to get my head around valuation. Thank you!
Read Answer Asked by Pierre-Charles on December 12, 2018
Q: Cuple of companies that came up in Steopen Tackazy on market call
Stella Jones I owned this before was good. appears owners sold out and the management is sound . the stock close to year low.
the other is Andrew peller the positives is that wine is gaining more market share and the othere is Ontario is on track to provide more sales outlets .
Would you recommend eiher one or bothand if yes which one is more reliable
Read Answer Asked by thambirajah on October 01, 2018
Q: I have owned these names for a few years. I did ok with them and was planning to add simply because I have some liquidity to invest. Do you expect decent return going forward (5 years time horizon), they have been going sideways in the last year or so. Do you consider these names as ''high quality'' ?
Read Answer Asked by Pierre on September 10, 2018
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