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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 Peter,

SIS has grown to about 9% of my portfolio from an initial 6% and wondering if you think there's any more upside? My full positions are 5-7% so wondering if I should continue to hold or trim my position?

On the other hand GUD is down 20% and wondering if I should add more here or start a new position in CLS (I'm low on tech) if I do trim SIS. All of these are/will be in my TFSA.

Also, wondering about ECN, what will it take for it to break out above $4? It seems to be stuck below $4 for a long time now. I hold this in my RRSP.

Thanks for your advice as always.
Read Answer Asked by K on January 15, 2018
Q: This list of companies from the Balanced Portfolio were all beaten up a bit last year. Which of these do you now consider buying opportunities? Are any of these on your list to watch & discard if performance doesn't improve? If I were to add some of these to my relatively diverse portfolio, how would you order them in terms of anticipated total returns?
Read Answer Asked by Gordon on January 12, 2018
Q: In a national post article, you mentioned that this could be the year of takeovers. I know you don't have a crystal ball but what stocks do you think could be attractive to a bigger player, e.g. the acquisition of Pure by Xlem. I note that Celestica appears real cheap but doesn't move. Perhaps someone might decide to come and buy this baby. Thanks.
Read Answer Asked by Helen on January 09, 2018
Q: How would you rate the following companies for growth to buy for my TFSA??
CLS, OTEX, ZCL, VET, PLI, TV, BUS, TDG. I really appreciate your considered opinion to help me make my decision. Thanks
Read Answer Asked by Bob on January 05, 2018
Q: Need to add a full position to my TFSA. Currently own the above 5i covered stocks with KXS in my TFSA. What is your recommendation? Considering PBH, TOY, DOL.
Read Answer Asked by Chris on January 05, 2018
Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you
Read Answer Asked by Hali on December 18, 2017
Q: Knight, Celestica and Lundin Mining are all trading at close to 1:1 price to book (per the Globe). Is that meaningful at all for any of these companies? Is it a "value" indicator that suggests better days may be ahead? Your thoughts, please. With thanks.
Read Answer Asked by Chris on December 12, 2017
Q: Good Morning Peter, Ryan, and Team,
I have a bit of cash in an account that very closely tracks the "Balanced Equity Portfolio". My weightings in GUD and CLS are a bit light now due to their share's pulling back. Both stocks look cheap to me and tax loss selling season is likely helping to suppress them. I would appreciate your opinion of adding to these two names. Thank you for your sage advice. DL
Read Answer Asked by Dennis on November 20, 2017
Q: In your reply to Brenda you indicated earnings growth for CLS next year.
RBC shows 2016 $1.40, 2017 $1.23, and 2018 $1.29.
I am wondering what numbers your research shows?
Also, at today's price would you be comfortable buying or would selling a March put be a worthwhile strategy?
Many thanks.
Mike
Read Answer Asked by michael on November 01, 2017
Q: Peter and His Wonder Team
I have not given up on CLS either. I have been following the company for some time and waiting for a good entry point. For several reasons its momentum is down and technically it is breaking down. I guess it looks like a falling knife...I notice it's TP has been lowered to $12.50. I know you do not give predictions on price. So I am wondering what your thoughts are about it's direction and momentum. I know investors over react in both directions. Do you think it is looking over sold? Do you think this $12.50 might put in a floor? Better to wait a week or two until the dust settles? Would buying now be classified as a small contrarian play on a value stock?
Thanks for your invaluable expertise!
Dr.Ernest Rivait
Read Answer Asked by Ernest on November 01, 2017
Q: You seem to like Covalon a lot and I wonder what you are seeing that it might be worth investing in.
It looks to me that their product line is not very diversified....and a Chinese copycat could easily move in.
If you had a choice between COV,KXS or CLS what would be your pick be in order without looking at sectors?
Read Answer Asked by Josh on October 31, 2017
Q: Hello Peter/Ryan & Team,

I do need to apologize to everyone about CLS. I decided to finally buy it so naturally the 12% decline the next day would happen. But I have smartened up and only started with a quarter position.

And you would think that I should start to smarten up about buying into negative momentum, but with that said, do you think I should be adding in the next couple months to get to a full position or wait off until momentum improves?

Thank you for all you do.

Wes
Read Answer Asked by Wes on October 30, 2017
Q: Hi Peter, I am looking for a growth replacement for CLS and it can come from any of your portfolios. Please suggest your top 3 or 4. I already own PHO, PUR, TV and ZCL in a 29 stock portfolio. Time frame 1-3 year hold.

Many thanks for your candid advice. It has served me well for over 4 years now and I have renewed my membership for 2 more years.
Martin
Read Answer Asked by Martin on October 30, 2017
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