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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: In an answer to a question today,you wrote'There are lots of stocks that worry us'.Is it feasible to provide the names of these stocks?
Read Answer Asked by Maurice on August 13, 2018
Q: I like Saputo's long term chart, which has worked out well for one who invests for the long term like me. Looking out to the future though, how much of a concern is it for you about the Trump administration targeting industries such as the one that Saputo operates in?
Read Answer Asked by James on August 13, 2018
Q: Hi there,

How are the quarterly results from Canada Goose? It appears that the company is doing well internationally. What is your take on the stock and the company? This this a good time to step in?

Also, I own KL which seems to be an outlier in the gold sector. If there was an equivalent to KL, but in the oil space, what would it be?

Thanks!
Read Answer Asked by Michael on August 09, 2018
Q: In May and July, a couple of members wondered if it was time to move on from STN (and go to WSP) due to non-performance and you suggested it was. do you see anything in this earnings report to suggest a turnaround? I admit to a bit of emotion on this one as STN was once of the first stocks I ever bought. But continuing problems with "legacy" contracts has me questioning management. Time to give up the ghost on this one?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 09, 2018
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan
Read Answer Asked by Daniel on August 09, 2018
Q: hi
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois
Read Answer Asked by Francois on August 09, 2018
Q: Hello Peter & Ryan,
Thank you for our great return on ECI, I bought it a week or so before Brookfield buy-out.
Your opinion on re-arrange my TFSA currently holdings 4 stocks DRG.UN, MFC, RY & HLF . We did well with the first three and loss 40% HLF (small position of 300 shares). We have 4 years hold in mind
1) Replace DRG.UN with CHP.UN
2) Double down on HLF small position loss about 40% or replace with RSI or ATD.B
3) Replace MFC with a combo ALA & ENB or FTS & AQN
4) Replace RY with CIX & BNS

And add small position in TSGI or GUD


Thank you and keep the good work!
Read Answer Asked by Nhung on August 08, 2018
Q: Stelco has been had quite interesting momentum since its results were released with revenue up 67% to $711 Million; adjusted EBITDA up 130% to $175 million; Adjusted EBITDA Margin of 25%. Can you comment on it as an investment grade security at this time? It is starting to look attractive from a technical perspective as well. Thank you
Read Answer Asked by Martin on August 07, 2018
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