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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: Buy. or Hold. or Sell

Much appreciated. RAM
Read Answer Asked by Ray on November 01, 2017
Q: Peter and Team,
Many thanks for your great service. Despite a full position in GUD I have an order in for more at $8 if it gets back there and bounces. To each his own but I like the idea of a cash-like holding that has a healthy upside potential with a big cash footing; especially one that isn't wasteful and one you support. Do any other companies have similar situations ? Paul
Paul
Read Answer Asked by Paul on November 01, 2017
Q: If one wanted to sell Aecon and move on what are some companies or suggestions in the Industrials sector that are buyable today with some growth and a good dividend

Jimmy
Read Answer Asked by Jimmy on October 31, 2017
Q: My 22 year old son is a great saver with a long term horizon. His current investments are as follows and he holds approx $3,000 - $4,000 in each name:

$40,000 in a balanced TFSA with the following stocks: BCE, CHE.UN, CPH, ECN, KXS, MRE, MAXR, NA, PTG, SHOP, TOY and WEF

$12,000 in a Cash account with: OTC, PBH and SIS

He has another $10,000 to invest in his cash account. What 2 or 3 stocks would you suggest he adds - either to increase existing holdings or to establish new positions? To make it a "teachable moment" can you please give the rationale for your suggestions.

I have been a subscriber for a year now and my portfolio has never done better. I recently renewed for a 2 year period and never make a move with any of our family's investments without checking with you first. What a FANTASTIC service. Thank you



Read Answer Asked by Scott on October 31, 2017
Q: Hi,

My question is regarding their recent offer for convertible debentures and I would appreciate any thoughts you might have on them. The cd's will bear 7% interest paid semi annually, with a conversion price of 2.20. There is also the chance THCX would force the conversion of all of the principal amount of the outstanding cd's on 30 days' notice if the average trading price of the common shares be greater than 3.15 for any 10 consecutive trading days. I do agree with your skepticism of this sector, but can't help but wonder about this one partly because of it's location and partly because we have a government that seems to be willing to move forward with setting standards that might help this industry to become more established.
On the other hand, it also occurs to me that with the recent rise in the US dollar, I should just buy MSFT, INTC or more NVDA, the latter which thank you - I bought on your recommendation some time ago.

Dawn

Read Answer Asked by Dawn on October 31, 2017
Q: I intend to reduce my equity holdings for two reasons – I need to free up some cash for other projects and, secondly, I am concerned about the current risk in the equity markets and want to discharge an investment loan I have against my house. I am happy with the securities I own and their % in the portfolio. Consequently, my plan is to generally reduce across the board.

I own both ENB and ENF. Should I sell one and keep the other or reduce both?

I also own ESP. It has been a wild ride and I am presently down about 25%. What is your outlook on this stock over the next couple of years? Given my plans for portfolio restructuring should I sell and book the loss or continue to hold?

In the US portion of my portfolio I own GOOGL, AMZN and FB among others. If the market enters a severe correction do you see these as more risky than the US market in general?
Read Answer Asked by Ross on October 31, 2017
Q: You seem to like Covalon a lot and I wonder what you are seeing that it might be worth investing in.
It looks to me that their product line is not very diversified....and a Chinese copycat could easily move in.
If you had a choice between COV,KXS or CLS what would be your pick be in order without looking at sectors?
Read Answer Asked by Josh on October 31, 2017
Q: With the major devastation of some cities in the Southern USA in late summer I invested in Norbord as they have several plants in the vicinity manufacturing building materials. I invested in Norbord in August and the stock price started to climb in September until 2 things happened:
a fund managed by BAM had a secondary offering of Norbord shares owned by that fund at a selling price of $42.50 and TD downgraded the stock after upgrading it the week before. At approximately the same time Norbord increased it's dividend from $.50 to $.60. With the secondary offering I suspect that a number of the fund holders sold the Norbord shares realizing a quick profit but driving the market value down because a large number shares becoming available (approximately 4-5% of the issued shares). I expected a quick recovery but the TD downgrade seems to have affected the market value. Why did TD downgrade this stock? I think this is an excellent opportunity to buy this stock but I have not been able to find out why the downgrade by TD. Thanks
Mike
Read Answer Asked by Michael on October 30, 2017
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