Investment Q&A

Q: Considering TFSA, which of these two would be your preference? Thankyou.

Q: With the revised $18 per share offer is there any reason to sell now at $16.50 . Is there any reason why the current price is not closer to $18. Should I sell now

Q: I am looking to put a large amount of cash in TD Webroker registered and non registered accounts, safely on the sidelines. Could you please tell me what your preference would be and why, including any other recommendation. Many thanks as always.

TDB8150 (savings account) Currently offering 1.6% yield. CIDC guaranteed.
TDB165 (premium money market funds, with initial minimum investment of $100,000 required) Currently offering 1.54% yield. CDIC guaranteed ?
PSA (high interest savings ETF). Currently offering 2.125 yield. Not CIDC guaranteed.

Q: Linamar, Magna, Methanex and many other cyclical stocks are near lows. So in order to buy low and sell high, would this be the time to buy these cyclical stocks? What generally is a cyclical cycle? I keep thinking of Warren Buffet: Buy when others are fearful and sell when others are greedy!

Q: Please comment on earnings

Q: Good morning,
Can you please comment on the remaining assets of SNC (after its sale 10% of the 407) and would they represent( along with the general business of the company) a takeout opportunity for a competitor, perhaps at higher prices than the current market value,

Thank you,

Q: would appreciate your comments on Quarterhill and their recent quarter results... also would like your outlook for silver and your two top selections in that category...
ed in Montreal

Q: What is your opinion on taking a position in the above noted companies at this time?

Q: Hi. I am senior who owns TD, ENB and CN in a TFSA. I have a lot of cash and am looking for advise on whether to invest some of it now or wait for a pullback. If it’s time to invest, I would appreciate suggestions on how to balance my portfolio. Thanks.

Q: I "had" a full position in this company...since have lost 50% value from this companies various troubles. I have been holding for now as based on my other holdings (mostly buy and hold or index tracking) it doesn't seem to make sense to take a capital loss. What do you think of this company now--hold (as most of the trouble is priced in) or Sell?

Q: I want to park money into TDB8150 & TDB8152 does this goes down if the market goes down. Is this same as holding in a high-interest savings account.

Thanks
Hector

Q: Good morning...I am a 68 year old retail investor that has all of my expenses covered with dividend paying stocks....in my rif I hold nfi and toy both down about the same...I am thinking of selling and trading the two of them for arx and mx as these sectors are down and also these two stocks have large dividends.. would you change them now or hold the original two...also I hold vet in the energy sector and although down like the dividend

Q: I would like to increase my exposure to consumer staples. At this time would you prefer an investment in PBH or ATD.b, or perhaps there is another company you would prefer.

Q: I'm getting very tempted by forestry stocks. But have been for over a year! Continued patience or start to nibble? Favorites? ETF? Thanks

Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.

Q: With SNC hitting lows not seen since 2005 are its fundamentals good enough to make it of interest. If so what time line would make sense?
Thanks

Q: Good morning,

Could you please offer your insights on SNC Lavalin, in light of this morming's announcements.

Thank you,
Brad

Q: Read this article in the Globe and Mail and thought I would share it with other 5iR-ers as it provides Peter's take on it, aka WELL-V.......Tom

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-high-profile-billionaire-stakeholder-a-big-draw-for-well-health/

Q: Do you have any guidelines for individual stock weightings based on market cap using less than 1 billion for small cap, 1 to 10 as mid cap and greater than 10 billion as large cap? Would the weightings apply to both the initial purpose and current market value?

Q: Your Analytics program has provided a convenient tool to see the weightings in my overall portfolio. From this I have learned that while there are some with larger percentages I have many positions between 1 - 2% weighting. Sometimes this resulted from my having initiated small purchases and sometimes from falling share values. In any event, I wonder if I am spread too thin? I guess one part of this is that the small positions will not move the dial. On the other hand, quite often your members ask what you might recommend when looking at choosing between 2 stocks and the answer suggests having both, for better diversification.
1. So my first question is whether positions of 1 - 2 % are too small or is this good diversification?
2. In this context, my next questions are about positions of 1.57% and 1.42% in Enghouse and Kinaxis; are these positions too small and if so, which would you sell and which to keep / add to? And similarly, positions of 1.39% and 1.18% in Parex and Suncor. If these positions are too small, which to sell and which to keep / add to?
3. In a similar vein, I have one or two positions that have suffered from considerable declines in share value and there is .36 and .56 of a position. What should I do if I do not want to sell, either because I still believe in the prospects or because it is too painful to sell just now. I often see your answers suggesting you do not believe in averaging down but holding such a small position seems not effective.
4. My last question is about Constellation Software. It is of course one of the better performers and partly as a result presently I have a weight of just under 3.5%. Given its success, would you recommend adding to have a larger position, and if so, how much?

Thanks for your excellent service.