Investment Q&A

Q: Hi,

With COV down 20% right now would you add to an existing position. What would be your maximum weight you'd recommend in a balanced portfolio considering the risk ? Thanks

Q: I've 1% portfolio of COV, now down 50%. Would you advise adding another 1%? Thank you. Fooklin

Q: Comments on release today and what your view is going forward. Are you still optimistic about it?

Q: Hi guys,
What is your opinion on the Corporate update released today and what effect could it have on the Stock price.

Thanks

Q: Please comment on AW.UN's results today Txs for u usual great services & views

Q: I own ENB, CGX, BPY, AQN, and MSI in my TFSA and also have a 20% cash position. Was looking at deploying half the cash into one of either AFN, JWEL, FSZ, NFI or SIS. What would you suggest as the best for a 5+ year hold with a combination of dividends and growth.

Q: Any reason for LSPD's recent decline? Is this a good entry point? Txs for u usual great views &services

Q: Hello 5i,
Is there any news on Savaria to explain the nice bump today and would you consider it a buy, sell or hold? Thank you.

Q: I just bought more Tricon today after RBC downgraded the share price target from $14 to $13. Am I missing something here? I have looked at this company very meticulously - management has hit its numbers consistently over the years and the recent merger looks great in terms of scale - why the consistent market punishment?

Q: On July 22 you stated that NFI is listed as Consumer Cyclical...are you sure? When I check the TSX website I can’t find Consumer Cyclical stocks. There are Consumer Discretionary stocks but NFI is not listed as one. To the best of my knowledge there is no heading using the word Cyclical. Of course we understand Material and Energy stocks are cyclical. Consumer Discretionary stocks would seem to have the potential to be cyclical since the consumer could elect not to purchase. Peter in the past has warned us that NFI is a cyclical company but maybe he could clarify what makes it so. I suppose in times of high unemployment people could stop taking the bus to work. Large buses are used by the tourist industry to transport visitors so I guess that could be a cyclical use too. Any other uses? With the retirement of us Baby Boomers we seem to be traveling more (speaking for myself) then when we were working and that seems to be a fairly strong trend which should be good for another 10 to 15 years. This trend should help a company like NFI don’t you think?
Jim

Q: Good Morning:
First, please comment on drop in FSZ and what you advise going forward? Second, can and how does Portfolio Analytics handle investments held in a Holding Company?
Thank you

Q: Yahoo...Toys "R" Us' long-awaited comeback is finally official. Opening 2, after closing 700 in the US....well it's a start, eh?!
p.s. good news for TOY:CA, well right direction.

........Cheering from the position sidelines

Q: What is your current opinion of $PLC. Are there concerns over its debt due to its most recent acquisition?

Thanks Valter

Q: Hi, could you please post the quarterly earning estimates for the company. Thanks

Q: What is the nature of the competition that NFI faces in NA? Is there a competitor that is ramping up in the US?

Q: Will GC be affected by the mafia money laundering scheme in Ontario casinos?

Q: Would sylogist and absolute make good merger candidates or are they too small to be of interest to anyone. I own both and wonder if I should dump absolute. The dividend is good but the stock goes nowhere. I am thinking I don’t really need both if in the same space.

Q: This company has been going up nicely lately. Why? Do you see it as a buy now?

Q: So things just don’t seem to be turning around for this company. Do you see any upside or is it time to take the loss and reinvest in a company with a more positive outlook like LSPD?

Q: Hi Peter, Ryan, and Team,
NFI is on a real downward spiral lately, and the current yield is 5.368%. It's held in my wife's TFSA, and it's hard to see the almost daily declines, some quite steep, e.g. on July 16. It's down almost 50% now, and am wondering if we should keep it or sell it. I wouldn't add to it at this time. What are your views?
Thanks in advance.