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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: Would you sell USB.us if you held it and replace it with Goldman Sachs GS.us instead? OR would you keep USB (assuming your allocation allowed) and simply ADD Goldman? I’d appreciate some SUBSTANTIVE reasoning , would really apreciate that. Many thanks.

(PS: I reviewed your previous comments on Goldman Sachs and was baffled by your responses. Goldman a target for takeover given anti-trust rules & regs? And: Goldman I could not see where made the acquisitionist you referred to; nor does Goldman pay the dividend amounts you mentioned. Nevertheless , I defer to your expertise)
I have a question about 854
Read Answer Asked by Adam on July 26, 2017
Q: I have held these equities in my well-diversified portfolio for many years and am a long-term investor, not averse to risks,and do not need the cash. Which if any do you think I should dispose of , and why? Thank you.
Read Answer Asked by Harold on July 24, 2017
Q: My overall portfolio is down 3% the last 6-8 weeks which I justify as the downside of having equities in the portfolio. I am 40% in cash so the drawdown could have been worse. My concern is that the 3% drawdown is just over $20000 and that is a lot of money. We are 70 with defined benefit pensions and really don't need any more capital; just want to preserve what we have. You preach the downside of market timing, but I see $ 20000 worth of paper gains slipping through our fingers. Short of investing 100% in gic's should someone with my profile be more of a trader ie use tight downside tolerances and sell when a predetermined gain or loss is met rather than buy and hold. Please comment as I very much value your opinion. Thank you.
Read Answer Asked by Richard on July 24, 2017
Q: Hello , back to the old short debacle. In the previous convo you mentioned DH had been taken over. I would go so far to say that the large hedge funds : drive prices down to take over or a take a large position in otherwise good Canadian companies; or, create unusual volatility so their trading arms can use trading algorithms to profit from this by playing both sides of the trade. Sad, like the Donald. Haha

Read Answer Asked by Alan on July 24, 2017
Q: Which is the best way to calculate the annual EPS Growth Rate for a stock that has had a miss(s) over 5 years? I want to compare all stocks as per their annual EPS growth rates (actual and estimates) to find the great companies to invest in.

Here is an example of TCN's annual growth rate (no misses) over 5yrs from TD:

2013 2014 2015 2016 2017 2018 GR (%)
0.23 0.55 0.56 0.56 0.63 0.81 28.63

Here is an example of PKI's annual growth rate (with misses) over 5yrs from TD:

2013 2014 2015 2016 2017 2018 GR (%)
1.32 0.66 0.46 0.49 0.72 1.17 -2.38

Here again is PKI's annual growth rate over 3 yrs from TD, restarting the rising growth rate trend at 2015?

2015 2016 2017 2018 GR (%)
0.46 0.49 0.72 1.17 36.50

Obviously, if I use PKI's 5 yr EPS GR it would rank well down my list. However if I compare all stocks using the 5 yr EPS GR it won't penalize a company that has been intelligently growing earnings consistently? Your thoughts would be much appreciated.

Read Answer Asked by LARRY on July 21, 2017
Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!
Read Answer Asked by Lizette on July 21, 2017
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