Investment Q&A

Q: I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?

Q: Hello, could you comment on insider trading with these 2 co's? Thank you

Q: A number of Small/Mid caps seem to be finding a bottom and rebounding nicely over the last week.. I have small positions in these names, what order would you be adding to these names at current pricing? Is there any you wouldn’t add to?

Thanks
Tim

Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.

Q: Peter; With the article on LENDCARE, whose parent company is GSY, do you see this affecting GSY? Thanks,
Rod

Q: hello
I have a partial position on gsy; go easy
it has plummeted

looking for a bottom , what would be a good entry price for a 3 years hold? would you prefer GSY over PRL which is a smaller company?
thanks

Michael

Q: Thank you for the recent flash update on several companies that have experienced a large decline in the last few months. Your reports reaffirmed the solid foundation of these companies. Also nice to see a bit of a bounce upward of these companies,
Thanks Stephen

Q: Firstly, I very much appreciate your tax loss, selling list and the explanations that came with it.

I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?

On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?


Thank you very much for your help.

Gary

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Q: In my last question on GSY { Nov. 6/25 your answer was :

" With shares being down in the 17% range after the release, and weakness heading into earnings, we think a lot of bad news is getting priced in at this stage. GSY has been around for a long time and has managed through numerous types of environments, so we don't see much reason to think this one will be any different nor are we convinced that there is a 'severe' issue at hand at this point in time. Economic growth might be seeing a bit of a slowdown but we think they can (and have in the past) manage a slowdown fine. "

I'm not seeing any kind of a floor forming but I am seeing a falling knife . I am highly tempted to cut my losses which will largely depend on any additional comments you may have .....

Q: With the recent drops in stock mkt. Could u suggest 5 undervalue Cdn. dividend & growth stocks, as well as 5 under value US dividend & growth stocks. Take as many credits as u see fit

Q: Please share your suggestions for 3 best index funds for TFSA as of today and non registered account for 5-10 yrs. What are your thoughts on CSU, GLY , SHOP to add as individual stocks. Thank you

Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).

I have these 6 financials. Which 1 or 2 would you be inclined to sell?

Likewise, of these 4 material companies, which 1 would you sell?

Thank you!

Q: If you held GSY and PRL in a taxable account and were down about 35% on each. Would you sell to claim the tax loss and buy back a month later? Or if there a decent risk of either going up in the next month? Thx

Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Q: Hi Peter, what do you make of GSY at this point is it a buy, sell or hold.

Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?

Thanks
Tim

Q: So further to Elmer‘s question from yesterday, can GSY pull itself out of the penalty box with great news in one quarter or is this pretty much a sit tight and wait for several quarters for reversal type story?

Q: I am down in all these stocks recently.
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.

Are any of them obvious sells that could use to DCA Into others.

I am looking to hold 2-3 years. Thanks

FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%

Q: We just opened a TFSA account for my daughter, she is 18.

Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.

Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?

Also, is there a place for bitcoin? If yes what %.

Thanks in advance