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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 sold dol recently. I'm down 8% on ccl and 5% on pbh. Both have been week lately which is driving crazy while the US markets grow. I'm tempted to sell these 2 and replace with ba, ita, grub.

Your thoughts please.
Read Answer Asked by Mark on October 04, 2018
Q: So what do we do with Linamar. Do we hold it or sell? I had assumed with the agreement on trade between USA and Canada that the stock would be a good company to own. Not so it seems. Any idea why? Is it a concern that we are nearing the end of the automobile cycle and earnings will start to trend down? There is a thought that we are in the last inning for companies such as Magna and Linamar . Do you concur? Anyway the stock seems to be unloved, not sure why . Perhaps you can shed some light on this. How do you see earnings over the next 2 years?

Read Answer Asked by John on October 04, 2018
Q: Hello Peter and all at 5I. After reading your last post which stocks in the industrial and energy space would you suggest. Thank you Barbara.
Read Answer Asked by Barbara on October 03, 2018
Q: Just crystallized losses on the above and planning to buy back in a month.
Is the 30 days from the settlement date and what would you advise to do with the cash in the next 30 days while waiting?
Thanks
Read Answer Asked by JEFF on October 02, 2018
Q: Hi Ryan & Peter
My name is George and I will be 55 this month and I have a total of 4,000,000 to invest.
I need $ 100,000 in income for cost of living expenses.
I have 2 accounts
Holding 2M in investment account (1.44 M, 500K RRSP & 60K TFSA )
Holding 2M in holding company that I use to pay me a monthly income of $8,000

How would you put together the 2 portfolio’s and what stocks would you choose for each account.

George-
Inv acc
RRSP
TFSA

Holdco-

Please deduct as many points as needed ( I hope this question helps many baby boomers with cash )

Thank you & keep up the great work

Read Answer Asked by George on October 01, 2018
Q: In my TFSA I currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - I'm looking to make a change to get some growth and dividends - I'm looking at getting rid of BCE, ENB and TRP - my biggest losers down 10, 15 and 12.50 per cent respectively. Can you recommend some companies.
Thanks
Read Answer Asked by JOHN on October 01, 2018
Q: What would be your two top picks in the following sectors:-
Materials, Consumer Cyclical s, Energy, Industrials and Utilities.
Thanks
Ivan
Read Answer Asked by Ivan on September 27, 2018
Q: hi Peter what are the 2019 earnings per share estimates for SIS DOL COV PBH and TGSI. thanks Richard
Read Answer Asked by richard on September 27, 2018
Q: What would bee your top two picks for:

1. Canadian Banks?
2. Canadian Tech?
3. Canadian Healthcare?
4. Canadian Consumer?
Read Answer Asked by Thomas on September 26, 2018
Q: whats your overall thoughts on retail in Canada in general? all these retail names have expeirenced sizable pull backs, and are looking more attractive now. is the strength of the consumer that large of a threat?
Read Answer Asked by matthew on September 25, 2018
Q: I am interested in the cyclicality of this sector, not necessarily seasonal issues, and curious as to the reasons for the pullback in these and I gather other US issues. Can you comment please and provide the names of four or five other major gaming companies. Is there an ETF which represents the sector? Thank you
Read Answer Asked by Mike on September 20, 2018
Q: Hi Guys,

I mentioned to a friend of mine about your great service as he complained how his mutual funds have gone nowhere in the last 5 years with all the fees. He has signed up for your service and was wondering how would be the best way to utilize your service, he is 50 year old business owner and busy being a soccer Dad, should he divide his money in your 3 portfolios or simply look to go for a 60/40 split with 60 in your balanced portfolio and 40 in bonds. He did mention he had an interest in ETF, any thoughts how he can put his money to work over the next year. Thanks Anthony
Read Answer Asked by Anthony on September 18, 2018