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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: Hello, I will have to liquidate a substantial amount of my portfolio in the near future and figured I may as well take the opportunity to rebalance my holdings. My goal is to build a fully invested portfolio based on the 5i Balanced Equity portfolio core, with a minor growth tilt. I have read through the Q&A section thoroughly and have come up with the following solution and wanted your opinion:

NON-REG: AIF, BLX, PKI, WSP, XTC (5 holdings)
TFSA: CCL.B, CSU, KL, KXS, NFI, PBH, PHO, SHOP, SIS, SYZ, TOY (11 holdings)
RRSP: ATD.B, BYD.UN, CAE, CLS, ENGH, GSY, GUD, MX, SJ, PEO, ZZZ (11 holdings)

I have 2 questions (please feel free to deduct more credits if necessary):

1) Are there any names you would remove and/or swap out for other names? (I am nearing 30 holdings which from what I have read could be getting too large and inefficient) and

2) Is the division of holdings across the NON-REG/TFSA/RRSP best spread for growth efficiency?

As always, thanks for your amazing service!!
Read Answer Asked by Michael on August 14, 2017
Q: Greetings.

Can I get you guys to comment on Andrew Peller and Park Lawn earnings? It looks like Park Lawn would have been a significant beat excluding the "one time" costs, and Andrew Peller fairly solid results?

Any red flags regarding earnings, and would you consider adding to a 3% position on ADW.a and a 2% position on PLC?

Thanks again. Please feel free to charge 2 question credits for the above 2 questions.
Read Answer Asked by john on August 14, 2017
Q: Hi, in a bad market, a slight miss of whatever metric leads to a big drop of price. It is Ok for long term investors who got in long time ago and had huge gain already and took some profit. What is your recommendation on the above mentioned stocks for those lone term investors just bought in recently. Buy more, hold or sell? Thanks.
Read Answer Asked by victor on August 14, 2017
Q: Could I get your opinion on BAM.A latest quarterly results? Thanks
Read Answer Asked by Curtis on August 11, 2017
Q: In a market like this some stocks are unfairly punished and could be an opportunity please give an opinion which is a good deal.
Read Answer Asked by Nizar on August 11, 2017
Q: As a long time investor I'm gobsmacked that kxs, or zzz gets pummeled for a slight earnings misses. Can you provide some insight here? Kxs has had slight misses before but a growing firm with little or no debt and an Asian clent that re-nigged on them. What gives? Is this some perverse message to management to smarten up. Whzt a buying opportunity.
I feel better now!
David
Read Answer Asked by David on August 10, 2017
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