Q: What is happening at this company? The stock is going down. Should I sell?
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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.
- Bank of Nova Scotia (The) (BNS)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Vermilion Energy Inc. (VET)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Whitecap Resources Inc. (WCP)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Western Forest Products Inc. (WEF)
Q: I am planning to realize losses on the above companies to offset capital gains with a plan to repurchase after 30 days. In order to maintain sector exposure in the intervening period I would like identify proxies for each holding. My thinking is as follows:
TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG
Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.
TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG
Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.
Q: buy today or wait a bit?
Q: Just receive the dec.income portfolio and your NFI entry point is showing 8.78 ? is this a misprint ?
Thank You
Daniel
Thank You
Daniel
- WSP Global Inc. (WSP)
- Cineplex Inc. (CGX)
- NFI Group Inc. (NFI)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: I am a retired, conservative, dividend-income investor. My current equity-only asset allocation is 22% financials, 8% real estate, 25% tel-pipes-utilities, 15% consumer (owning CGX, PBH & others contained in ETFs and MFs), 3% health, 8% tech, 8% industrials (owning WSP among others), 9% energy, 2% materials. I am mostly invested with roughly 8% cash available to deploy.
I capitalized on tax loss selling of NFI and TCL. I am considering topping up CGX and WSP to a full position and re-initiate a partial position in either NFI or TCL or another suggestion from you.
Question 1 = Could you please rank these 4 stocks based on a) security of dividend, b) growth of dividend and c) potential stock price appreciation (rebound potential).
Q2 = I am normally a buy-and-hold investor and do minor-trims-adds around core positions. Being we are in late cycle, should I just maintain my existing allocations and avoid adding to my consumer cyclical and industrial stocks?
Thanks for your help...Steve
I capitalized on tax loss selling of NFI and TCL. I am considering topping up CGX and WSP to a full position and re-initiate a partial position in either NFI or TCL or another suggestion from you.
Question 1 = Could you please rank these 4 stocks based on a) security of dividend, b) growth of dividend and c) potential stock price appreciation (rebound potential).
Q2 = I am normally a buy-and-hold investor and do minor-trims-adds around core positions. Being we are in late cycle, should I just maintain my existing allocations and avoid adding to my consumer cyclical and industrial stocks?
Thanks for your help...Steve
Q: Hello 5i,
I will be doing a bit of rebalancing and could initiate either a half a position in any two of these names or a full position in one of them.
Dividend safety is paramount with dividend growth secondary to that. From a rebalancing perspecive, TRI would be the most beneficial to add.
All transactions within a TFSA.
So, my questions are:
1. Is now a good time to add to any/all of these?
2. What ranking would you give them in terms of dividend safety?
3. What ranking for dividend growth?
4. What ranking for equity growth?
Please deduct as many credits as you feel are appropriate.
Thanks!!!
Cheers,
Mike
I will be doing a bit of rebalancing and could initiate either a half a position in any two of these names or a full position in one of them.
Dividend safety is paramount with dividend growth secondary to that. From a rebalancing perspecive, TRI would be the most beneficial to add.
All transactions within a TFSA.
So, my questions are:
1. Is now a good time to add to any/all of these?
2. What ranking would you give them in terms of dividend safety?
3. What ranking for dividend growth?
4. What ranking for equity growth?
Please deduct as many credits as you feel are appropriate.
Thanks!!!
Cheers,
Mike
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Whitecap Resources Inc. (WCP)
- Western Forest Products Inc. (WEF)
- Premium Brands Holdings Corporation (PBH)
Q: I have significant losses on above names in my TFSA (Loss, Allocation, My Avg Price):
TSGI -49.20% , 7.10% , $49.48
WCP -47.83% , 1.70%, $. 8.70
WEF - 30.85% , 2.3 % , $. 2.62
NFI. -30.30% , 2.8 % , $. 51.81
PBH. -28.23% , 5.0% , $11.46
Other names in TFSA well diversified based on 5i Balanced portfolio with losses under 10% and some with gains.
Would you recommend buy to average down or any other changes.
Thanks in advance for your valuable advice
TSGI -49.20% , 7.10% , $49.48
WCP -47.83% , 1.70%, $. 8.70
WEF - 30.85% , 2.3 % , $. 2.62
NFI. -30.30% , 2.8 % , $. 51.81
PBH. -28.23% , 5.0% , $11.46
Other names in TFSA well diversified based on 5i Balanced portfolio with losses under 10% and some with gains.
Would you recommend buy to average down or any other changes.
Thanks in advance for your valuable advice
Q: Hi, I used a screener to look at companies that have had a hard down in the last 6 months, as well as a positive uptick in the last 10 days. I have found two in the subject line above. I also want a small dividend at least and both above are sufficient. I think both AIF and NFI missed last quarter, and they are expected to grow, however, it appears that AIF's growth into 2019 is significantly more (according to scotia) than NFI. I do know NFI has been a darling and this can be a good time to get in. Can you give me your opinion on both in contrast and consider which one you would add to a portfolio now for longer term. No need to consider any of my other holdings. Thanks.
Q: Due to 5 I's comments on management and the rising payout ratio I have sold my KWH.UN and plan to replace it with one of the following options. In a portfolio currently containing 16 stocks and ETF's. Going to replace it with either BEP.UN or NFI or both. Which would you suggest ? 2.75 % in each or 5.5 % in one ? I am leaning toward BEP'UN if one but would like 5I's opinion. I could also go 5.5 % in each as there is surplus cash. { 17% }
- Photon Control Inc. (PHO)
- Methanex Corporation (MX)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: With the recent market correction, I have several stocks that are down quite significantly and others that stayed flat or went up a little. This involves that the weightings changed quite a bit for some stocks. I know 5i isn't a big fan of averaging down, but in such context what would be your advice? I have the followings (%loss, weight) :
SIS (-19%, 4%)
PHO(-41%, 1.7%)
KXS(-10%, 3.3%)
NFI(-32%, 2.6%)
PBH(-28%, 3.4%)
TOY(-23%, 2.5%)
MX(-22%, 3.1%)
I currently have 13% cash and would consider reducing it to 7-8%. My sectors are well diversified. Which of the above would be your favorites today for a position increase?
Thank you!
SIS (-19%, 4%)
PHO(-41%, 1.7%)
KXS(-10%, 3.3%)
NFI(-32%, 2.6%)
PBH(-28%, 3.4%)
TOY(-23%, 2.5%)
MX(-22%, 3.1%)
I currently have 13% cash and would consider reducing it to 7-8%. My sectors are well diversified. Which of the above would be your favorites today for a position increase?
Thank you!
Q: Ryan and Peter,
I'm looking to buy a company that has good rebound potential once the market turns. SIS AND NFI both seem to be oversold. In your opinion, which one looks like it is poised to impove its share price the most once this market improves. Which other companies, (sector doesn't matter) have excellent rebound potential. Thanks for your advice.
I'm looking to buy a company that has good rebound potential once the market turns. SIS AND NFI both seem to be oversold. In your opinion, which one looks like it is poised to impove its share price the most once this market improves. Which other companies, (sector doesn't matter) have excellent rebound potential. Thanks for your advice.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- NFI Group Inc. (NFI)
- Superior Plus Corp. (SPB)
- Whitecap Resources Inc. (WCP)
- Alaris Equity Partners Income Trust (AD.UN)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: I would like to top up these positions and trim them back in the future (12-24months?)
Are there any names on the list I should avoid or expect a longer recovery for?
Always appreciate your wisdom.
Are there any names on the list I should avoid or expect a longer recovery for?
Always appreciate your wisdom.
Q: Good morning 5i team
I am considering selling NFI in my Investment a/c to trigger a 2018 tax loss, and plan to buy it back ~ 30 days later in line with CRA rules. Does this seem like a reasonable risk to take in the current market? i.e. is the expectation reasonable that I "may" be able to buy it back at roughly the same level as now?
Thank you for your view on this.
Edward
I am considering selling NFI in my Investment a/c to trigger a 2018 tax loss, and plan to buy it back ~ 30 days later in line with CRA rules. Does this seem like a reasonable risk to take in the current market? i.e. is the expectation reasonable that I "may" be able to buy it back at roughly the same level as now?
Thank you for your view on this.
Edward
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- NFI Group Inc. (NFI)
- Boyd Group Income Fund (BYD.UN)
- Savaria Corporation (SIS)
Q: I need to sell one of these stocks from the Industrial sector for a rebalance. Long term outlook. I need help deciding on which one to cut.
Thank you again.
Thank you again.
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Cineplex Inc. (CGX)
- Chartwell Retirement Residences (CSH.UN)
- NFI Group Inc. (NFI)
- Whitecap Resources Inc. (WCP)
- Alaris Equity Partners Income Trust (AD.UN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Premium Brands Holdings Corporation (PBH)
Q: Following up on a recent question regarding allocating the appropriate amount of monies to each stock, the amount depending on the size, safety, etc of that security. Would you agree with the current split (full, partial, small):
Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.
Thanks...Steve
Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.
Thanks...Steve
- TC Energy Corporation (TRP)
- Chartwell Retirement Residences (CSH.UN)
- NFI Group Inc. (NFI)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: I track my asset allocation in detail...retired, lots of time and interest to do so. I break out ETFs and my few mutual funds by sector. A few of my stocks are split into a pair of sectors. As an example, TRP is sometimes referred to as a Utility, but seems to track the Energy sector...so I split it 50-50. Ditto for CSH...I split it 50-50 between REITs and Healthcare.
Both NFI and TCL are listed on the Company Profile as being in the Consumer sector, but I have seen them both in the Industrial sector as well. Using my TRP and CSH examples above (to be consistent in my tracking methodology), where should NFI and TCL be allocated...solely to one sector or 50-50?
Thanks,
Steve
Both NFI and TCL are listed on the Company Profile as being in the Consumer sector, but I have seen them both in the Industrial sector as well. Using my TRP and CSH examples above (to be consistent in my tracking methodology), where should NFI and TCL be allocated...solely to one sector or 50-50?
Thanks,
Steve
- Photon Control Inc. (PHO)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
Q: Hello Peter,
First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?
Thank-you for being in our investment corner.
Angelo
First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?
Thank-you for being in our investment corner.
Angelo
- People Corporation (PEO)
- Covalon Technologies Ltd. (COV)
- NFI Group Inc. (NFI)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Canopy Growth Corporation (WEED)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
Q: Hi Guys, my above holdings got wacked lately and was wondering if there is anything going on, from the above list should I sell anything besides WEED, are the institutions selling these companies because they think there is more to the downside? These are long term holdings are all up except for COV and KXS which I just bought before the tumble, not one of my best moves.
Thanks
Chicken Little
Thanks
Chicken Little
- Bank of Nova Scotia (The) (BNS)
- NFI Group Inc. (NFI)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
Q: Hi,
SHOP has held it's own very well wondering if it would be a good idea to reduce SHOP to small position from full position. And buy SIS, BNS, NFI or PBH..for safety and growth when the markets decide to rebound...Your thoughts and sage advice welcome.
Also I am surprised at SIS sharp drop for a small miss...Should I be taking advantage of this?
Thanks. Shyam
SHOP has held it's own very well wondering if it would be a good idea to reduce SHOP to small position from full position. And buy SIS, BNS, NFI or PBH..for safety and growth when the markets decide to rebound...Your thoughts and sage advice welcome.
Also I am surprised at SIS sharp drop for a small miss...Should I be taking advantage of this?
Thanks. Shyam
- Photon Control Inc. (PHO)
- Brookfield Renewable Partners L.P. (BEP.UN)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Methanex Corporation (MX)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
Q: These are a list of my stocks that I may sell for tax losses. I would like to have your opinion if I should sell and rebuy these in 30 days.