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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, i am looking to add some of these names to my portfolio. I want long term growth. I am young and can hold 5 years plus. Please ignore sector diversification. Can you rank best to worst. Can you also comment on significant valuation differences? IE MG versus NFI or WPK. Is it simply business earnings stability? Because it appears growth in Magna earnings is quite significant even relative to NFI or WPK.
Read Answer Asked by Jordan on October 16, 2017
Q: TSGI's earnings are to be announced in about a month - I believe the estimate is .47 vs .42 same time last year. Any sense of what to expect ?
I will be trimming my TSGI position at some point and was considering putting those funds into GC. Do you feel a 10% total allocation between these 2 gambling stocks (roughly 5%/5%) is too much in an otherwise diversifed portfolio ? Thanks, as always.
Read Answer Asked by Alexandra on October 16, 2017
Q: I bought CSH.UN @ $11.60 in 2015, Sold @$14.20 in 2016 & repurchased this month @$15. What is the pay out ratio for CSH.UN? Morning Star shows a pay out ratio of 615%. Is this possible and if it is true should investors be worried. I bought CSH.UN for income. What is your opinion? Is there a better site to look up pay out ratio for stocks? Thanks for this great site.
Read Answer Asked by Ken on October 16, 2017
Q: What caused ABT to shoot up to over $8.60 yesterday? Anything new here?
Read Answer Asked by Stephen on October 13, 2017
Q: I have a portfolio that mostly mirrors your balanced portfolio with some stocks from your growth portfolio. In tech I hold PHO instead of SYZ which has worked out great. However in consumer discretionary I hold a 2% position in XTC instead of MG which has not been as great. I also hold TOY (5.6%) and DOO (3.5%) instead of GC. I have a 1.5% cash position to put to work and am trying to decide on adding a half position in GC or adding to XTC. Alternatively I could sell XTC at a loss and buy a full position(3%+) in MG or GC. Your ideas would be appreciated. Thank you
Read Answer Asked by Paul on October 13, 2017
Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.
Read Answer Asked by Graeme on October 13, 2017
Q: When I was constructing my portfolio I decided to buy WPK instead of CCL.B because CCL had just had a big run up and was starting to look expensive. I feel CCL is a superior company overall but at the time I thought Winpak might outperform in the shorter term. My question is for a 5+ year hold would you now make the switch from WPK to CCL? Would you expect CCL to outperform WPK enough to justify this switch in a 5+ year timeframe.
Read Answer Asked by justin on October 13, 2017
Q: Hi Peter and Team,

In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?

As always, your advice is greatly appreciated and valued.
Read Answer Asked by Jerry on October 13, 2017
Q: I have held these two stocks for several years, primarily for the dividend. The recent 'coup' which replaced the LIQ board, has nothing for the stock. And STB, as you have noted, is mostly doing nothing.Can you suggest two growth stocks that I might consider as replacements? My timeline is up to 10 years. Thanks
Read Answer Asked by RANDALL on October 12, 2017
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