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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: I hold WSP positions in both my balanced portfolio and also in income portfolio. Both portfolios are "balanced" and diversified. In total, WSP is more than 7% when the two are added up for what is in the two portfolios, although less than 7% in the individual two portfolios. My question is this okay as it is or is there a percentage cap for WSP that I should apply for both portfolios?.....Tom
Read Answer Asked by Tom on July 04, 2019
Q: Hi Peter and Ryan,
Thank you for providing information on LSPD. I bought half position at around $30. I have been thinking of adding the other half. But LSPD had a good run and kept going higher. Since it has been out there for only a short period of time, I am not sure I should add the other half right now. I would like to get your opinion on it.
Thank you.
Read Answer Asked by Yiwen on July 04, 2019
Q: Hi, Could you please put together a few reasons why the stock has pulled back from recent $45 level and now gravitating back towards 52 week lows of $35 - $37. In all your comments, you have all the positives to say about the company and suggested that Toys r'us bankruptcy issues are temporary and amazon being no threat to the company. However, market does not appear to think so. Someone on the BNN also mentioned that Hatchimals are also not selling well. During past 2 years, stock has been lagging from a high of $59 to a low of $35. Expectations of future growth and patience has not exactly helped and some of 5i favorites like, TSGI,TCL.a,SIS continue to test new lows. The point is, captital is not infinite and tough decisions to sell, without waiting too long may provide an opportunity to reallocate capital to 5i names with more clarity and positive momentum. This strategy helped when we liquidated full position in TSGI and 65% each in TCL.a and SIS, over time and used funds for LSPD, RPI.un etc. Does this sound like a fair approach ? With this perspective, is it worthwhile to hold on to TOY while market is saying otherwise ? Thanks
Read Answer Asked by rajeev on July 03, 2019
Q: I have a buy order for Covalon at $3.89 since Q2 2019 earnings and stock doesn't seem to be hitting below $4. If company don't see one time charges in Q3 2019, I am assuming they will be profitable. I don't want to miss this opportunity but stock over $4 seems expensive to me. Management is great since insiders hold over 50% of stock. Should I pull a trigger over $4 or wait for the price to come down? My time frame is 12 months.
Read Answer Asked by Rahil on July 03, 2019
Q: I am continuing to take initial positions (about 1% each) in a TFSA to build a diversified set of stocks. Primary focus is income with some growth. I have a 10 year plus timeframe. Currently have SU, KXS, ENB. Looking to add either BYD.UN or BAD. Both seem solid and are close to 52 week highs. Which of these two (if either) is recommended first and why? I could possibly add the other later if it remains solid.

Thank you
Read Answer Asked by Mark on July 03, 2019
Q: Hi, Parkland Fuel share price has retreated this week, since company announced the private offering of USD$500 mln Unsecured Notes isuue.
Is this a concern? NR states its purpose to repay $250mln Term Loan, due 2021 and other o/s borrowings in revolving credit facilities. We have 2% position in RRSP accounts and have been considering to add in a Non Regd account to generate income (and growth). Is it reasonable and safe to view the pullback as an opportunity ? Thanks
Read Answer Asked by rajeev on June 28, 2019
Q: Hello,

After reading the article on 5i 'Investment Model Portfolios' - May 6, 2019 I had a question regarding this post in relation to my current equity portfolio.

My portfolio analytics indicates that I should be allocating 25% to Canadian equity, which seems high to me. This article mentions that the big providers/firms allocate about 31-32% to Canadian equities, which I found a bit surprising, given Canada is only about 3-4% of the global equity market. The article does note that for Canadians, having a home country bias can make sense (dividend tax credit and tax reasons), which makes sense.

My question is this. For the average Canadian investor, does 25% of one's equity exposure to Canada seem high (even given the added benefits noted above)? I am guessing there is no 'perfect' answer to this question however, I look at this as making a big bet on oil and financials. If Canada is 3-4% of the global equity market, could one not argue that even doubling Canadian exposure, say up to approximately 10% of equity portfolio, be a reasonable allocation?

Thanks for your insights on this.
Read Answer Asked by Aaron on June 28, 2019
Q: Hey,
I’m down 20% on Photon right now, it makes up just over 2% of the account it’s in and around .5% of total portfolio. I held through it’s great run up last then watched it fall lower than I started. Are you confident enough in another future run to look at the price now as a good chance to average down? Or is it too speculative and I should just hold now and be patient.
Thanks
Read Answer Asked by david on June 27, 2019
Q: Hi group are BYD.UN and CSU both showing some weakness due to falling US dollar ( I think ?) - (please do not tell me how much they are up on the year- I already know that) . My question is it a good time to add or wait until the US dollar stops dropping. Do you have an opinion on US dollar weakness going fwd. Thanks
Read Answer Asked by Terence on June 26, 2019
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