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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: ATD.B has been flat for some time. I have a very substantial profit in this stock and it occupies 6.5% of my RRSP. I am considering a partial sell of ATD.B and a small buy of CCL.B, DOL, or BYD.UN. Is this a reasonable tactic or should I avoid chasing these 'hot" winners and be a little more patient? Joe
Read Answer Asked by Joseph on June 12, 2017
Q: I have been following A&W and Boyd for years and years.
I finally bought A&W recently. Now I would like to switch
the A&W for Boyd. I have more stocks than i really need ,
and not enough spare cash to hold meaningful positions in both. I think that I would prefer the growth that
Boyd might offer over the income from A&W,since although
the position is 2% , the income really isn't meaningful


Would his switch be a reasonable one ?

Thanks in advance for considering this question.
Read Answer Asked by Leonard on June 12, 2017
Q: My industrials currently consist of SIS@4.3%. BIP@ 3.8% and ZCL@3.5%. Each month i have the ability to contribute about 1% of portfolio value. I would like to add to my industrial section. Any suggestions or changes to holdings? Probably happy with three stocks but could add another. Hold about 33 stocks in my balanced portfolio.
Read Answer Asked by Paul on June 12, 2017
Q: I have stayed away from LP stocks due to worries about tax issues. Do you have any general comments on LP stocks? for example, If one holds BEP.UN on the TSX, should one purchase it in a registered or non registered account? Are there tax concerns....or is that only a problem if one purchases on the US stock exchange?

Thank you so much for your comments on this issue.
Read Answer Asked by Joanne on June 12, 2017
Q: Hi Guys,

I am thinking about adding to my position in Spin Master. Stock is is dropping a little, with slightly higher volume/erratic trading. I agree with Ryan's comments on the digitization of toys, and they have some valuable brands making good traction, etc. Can you comment on the trading, the stock dropping, you outlook for a target price, etc. Thank you.
Read Answer Asked by william on June 12, 2017
Q: I have an "overweight" position in this stock (not overly so, perhaps 8%). Thank you, it has done very well. However, though I appreciate one should not make much of one days price action, I did note quite a volume spike on todays sell off. I also have noted that not just one but a number of insiders have been selling over the last month or so. Certainly, the gains could justify some of that, but for one holding a relatively large position these indicators are troublesome. Given that my gains have been substantial, I am wondering if trimming, somewhat in accordance with the insider selling, may be appropriate.
I do note that, generally, "analysts" have been increasing target prices on this company which doesn't seem to "go to market". Makes me wonder if "something" is in the works?
Anyway, I would certainly appreciate your considered opinion on what is going on with this one and whether a trimming, rather than just letting winners run, may be appropriate here.
Thanks as always.
Read Answer Asked by Neil on June 12, 2017
Q: Apologies... following up on Marty's question early today... I too have been holding CXI for some time and am not sure you answered his question when he asked should he continue to hold CXI;

"Is there evidence that their efforts are now finally gaining traction and would you recommend that I continue to hold?"


Or was it implied because you like BYD.UN to sell CXI and buy Boyd?

Thanks for all you do!

Gord
Read Answer Asked by Gord on June 08, 2017
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