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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 my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.
Read Answer Asked by Dave on February 13, 2019
Q: Hi 5i, Please comment on Russel Metals recent quarter. Initially the market seemed to like things but stock fell quite a bit Friday afternoon and again today(Mon.).
Nice dividend, strong results, cheap stock, good management, is it the tariffs, the cyclicality or something else.
Thanks for your great work.
Rob
Read Answer Asked by Robert on February 11, 2019
Q: I think I recall reading a Q and A about companies that have issued shares very seldom. However, I wasn't able to find the question thru text search. Could you provide the names again? Thank you.
Read Answer Asked by Harvey on February 06, 2019
Q: I have some cash in my TFSA which I'd like to deploy. I'm looking at either 1000 shares of Stingray Digital or 500 shares of Savaria for a 3-5 year hold.
Which would you recommend and why?
Thanks, Richard
Read Answer Asked by Richard on January 31, 2019
Q: I am comfortable having about 10% of my non-registered account in the forest products sector. About 55% of this amount is Norbord and the other 45% is split about evenly among Canfor, Interfor and West Fraser. Norbord pays a good dividend; the others don't. Would you suggest any consolidation or rebalancing here or changes that might improve upside potential? All four are down relative to original purchase so any adjustments here would only trigger tax losses.
Read Answer Asked by Gordon on January 27, 2019
Q: I still own 400 shares of Maxar, down 77%.

It has clearly been a major disappointment, but surely, the business still has some value. My understanding was the business they do has a significant moat, which, to my way of thinking, should make it appealing to someone doing M&A but not at the prices I paid for it!

My question is, would it be a reasonable bet to dollar cost average down in the hopes of putting my shares in play for a potential take over, or do I just walk away.

If I continue to hold for the dividend, is there a reasonable chance of an eventual recovery?

Thanks,

DON
Read Answer Asked by Donald on January 25, 2019
Q: Hello, Which of these consumer staple names would you consider. I was leaning towards MRU as it seems cheaper that than the other two and the Jean Coutou acquisition sets it up for further growth. I already own PBH but thanks to last year my position is much smaller. Thank you. Shyam
Read Answer Asked by Shyam on January 23, 2019
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