Investment Q&A

Q: Would it be the right time to drop CLS and what would you replace it with ?

Q: As a big time fan of the site (just renewed my subscription) I have a convoluted question to ask.

Based on the advice that is promulgated from 5i, I have purchased the stocks from the balanced portfolio, amongst a few others from the growth folio. With regard to the stocks that I have listed, I took 5i’s advice and purchased piecemeal and as a result my average cost is lower than 5i initial purchase price. No complaint there. The question however that becomes inevitable, is, should there be a recommendation to sell, such as say, CLS, based on a $19 buy in recommendation at 5i as opposed to my 16 Ave cost, wilI the logic still hold? The same applies to the other stocks that I hold.

As a follow up, I note that the monthly portfolio data provides the current price and inception price. Can you explain why you do not adjust the cost price to reflect additional purchases after the initial purchase price, such as wef or wcp?

Thanks in advance, I recommend that anyone who subscribes to the service to renew! It’s a no brainer. And that’s after the October haircut!

Q: got a half position on cls, would you think it is the right time to add the other half now after the big drop

Q: Could I please have your take on Celesticas earnings and outlook.

Q: Hi, My question is about NR stocks held in the model portfolios. I have created a custom stock universe using all stocks from your coverage list with a rating of B- and higher, plus all NR stocks from the Balance and growth model portfolios. I built a balanced 25 stock portfolio from the universe(all full positions). I have full positions in CLS and TECK.B, You have 1/2 positions in the Balanced port. You also had 1/2 position in RHT. I know RHT was risky for several reasons and AEM, CLS, TECK.b is for diversification? or is there high cyclical risk? For NR stocks i'm not sure how to decide full, half or exclude them. All stocks have different levels and types of risk. Is there a way to mention or grade the risk level and type of risk when adding NR stocks to a port? For example the new additions to the growth port. I assume GDI is lower risk then LGO? Can I consider full positions? I'm just trying to avoid accidentally having a full position in a very high risk NR stock.
Thank you so much!

Q: of all the companies listed, I currently have the same percentage of holding that is in the 5i portfolio. Which of these stocks would you be comfortable buying today and making it a 4-5 % holding as I have some cash and would like to average down. I am a young investor with a long horizon as these stocks are all in my RRSP.

Thanks

Q: I have owned Inter pipeline for a long time and have done well with it, but it has declned enough recently that I would like to sell it to cover some tax losses.
I would still have an equivalent amount of enbridge

I plan to sell celestiaca at a loss and CRH at a lossto cover the the sale of IPL and put the proceeds into Amazon.

is this a bad time to sell CLS or buy AMZN?

Thanks for considering this question and your valued advice.

Q: How do you explain the 10% loss over the last 2 weeks? Could you provide your opinion on the company?

Q: As per Seeking Alpha, Dell supposly is ending its contract w/Celestica. The change will reportedly impact 300 employees. If confirmed, do you see that has major or business as usual? How many employess do they have worldwide?
Thanks

Q: Any reason or news for the recent slide of CLS?Is this a entry point to start a position.Thanks for u usual great services & views

Q: Should I be patient with CLS or move to something else? Thanks

Q: I realize these are very different company's but which would you prefer for a long term hold and why? Thanks, Lyle

Q: I currently own PHO 3% RHT 2% AND KXS 5% I would like to add one more tech stock and wonder which would be the best fit with the 3 that I currently own. . CLS, TSGI, or OTEX.

Thanks

Q: I have to sell one of the following stocks in the immediate future...CCL.B, NFI, SIS, CLS, PHO. Based on their growth potential (1 to 2 years) which stock would you suggest selling.

Q: What companies you would consider as value in your balanced model portfolio ?

Q: 6.12% increase o CLIQ on Friday.Any reason?Mr Ford stated that Ontario may go private from gov't agency in sale of weed--Any impact? Any reason for CLS's recent downdraft? Txs for u usual great services & views

Q: I am down 12% on CLS. Would a move from this company to ENGH be a good long term move?

Q: As getting closer to the estimated reporting date of 7/25,did you hear of any "whisper"numbers on top of the estimated $0.28 EPS & $1.61b revenue.Txs for U usual great services & views

Q: Gentlemen,
I have CLS, SIS & TSGI ruffly equal weight on my TFSA, I have some cash to add.
On which name 5I will suggest to add ?
On my total PF SIS=4.8% TSGY=2.5% CLS=2%
Thanks
Best Regards

Q: When is CLS reporting Q2 & what are the expectations for eps & rev?Will the acquisition of Atrenne Integrated Solutions in April be reflected in the Q2 results.Your view please.Is this a good entry point as I took profit recently?Thanks for u usual great services & opinions.