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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: Hi Peter/Ryan,
What do you think about Stella Jones and CGI group as stocks for long term and having maximum weight of 5% each? I have also noticed companies that have simple and understandable businesses (easy to understand products) can do quite well and do not seem to be attached by short sellers. For example, Boyd Income and CCL Industries, Richards Packaging, etc As a result, i was thinking of initiating a position in Storage Vault for a 3-5 year hold at current price of 2.70. Please comment on whether it is a good time and if i should start with 2% position as opposed to 3 or 4. Thank you
Read Answer Asked by umedali on June 09, 2017
Q: My 30 years old son has a portfolio mixed with individual Canadian stocks, US ETF.and international ETF. In his Canadian side, he has TD, ECI, AQN, SIS, TOY, KXS, GUD, XEG + WCP.. Currently, his cash reserve can top up two more names. What would you suggest? Thanks
Read Answer Asked by Esther on June 09, 2017
Q: I am very impressed with your ability to limit your balanced portfolio to 25 stocks. Currently I hold the above six stocks in the financial sector whereas you hold three. The only one with large imbedded gains is REF.UN which I have held for over twenty years. one third of our total portfolio follows your balanced portfolio. The other 2/3s is managed for us and includes a large allocation to canadian banks. I am willing to sacrifice some stability for more growth. Would you consolidate any of the above stocks to simplify the portfolio? Below is my current allocations. My bias is to keeping REF, GSY and ECN.
2.23% aif
3.16% ref
2.36% ecn
1.90% fsz
2.54% gsy
1.86% slf
Read Answer Asked by Paul on June 08, 2017
Q: RE: June 08, 2017 - Asked by Jerry - NEO >>>>

Looks like I won't be getting quotes directly from Google any time soon. Received the following reply to my email from NEO:
Thank you for your market data inquiry. I can confirm that we have engaged Google Finance with respect to making NEO Exchange market data available on their platform, but they have been less than responsive. Most global data vendors do currently support NEO data. If you are inclined, please feel free to contact them directly with your request, as there are no applicable fees for them to make NEO data available.
Read Answer Asked by Paul on June 08, 2017
Q: I am looking to start a position in either one(leaning towards dol) I know they are probably expensive for retailers however, they seem to deliver on results on a consistent basis. What do you think about a half position on either one?
Great work guys!
Read Answer Asked by Marie on June 08, 2017
Q: I am a conservative, retired, dividend-income investor with the above stocks and ETFs. I also own RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT, Sprott Energy, Fisgard Capital, Insured Annuities, and receive CPP and a company pension.

I have roughly 5% cash and am normally a buy and hold investor. I am looking to top up the following sectors = Financials, Industrials and Materials. I am already max'd out on the other sectors. Can you please provide me with 3 suggestions of dividend payers (3+% dividend), that would fit with my current holdings, for each of the 3 sectors?

Thanks for your help,
Steve
Read Answer Asked by Stephen on June 07, 2017
Q: Hello!

Canopy Growth Corp:
I have read your recent report regarding Cannabis industry which was very encouraging as far as the future if the industry with few reservations namely revenue ramp up period and emergimg market risks. I hold a significant position in Canopy Growth and was wandering about whether the stock has actually bottomed in your opinion, especially given todays sharp drop?

Teck:
What is your opinion on a long position in Teck? The company appears to be trading at a discount.

Apple:
I also hold a significant position in Apple. What are your thoughts in the companys sustainability as far as earnings growth in the next while with addition of the iHome speaker and iPhone 8 release. I am prepared to keep holding onto it. Is this a good strategy in your opinion?

Thanks in advance!

Irek
Read Answer Asked by Irek on June 07, 2017
Q: Hello,
Dollarama is a holding in my kids' Resp. I imagine them shopping there once they move out of residence while at university so see it as one to hold toward near the end of their tertiary education:) That said I have become nervous on its reporting dates (June 7). They have a nice gain and it's a little more than 5% but not quite 6% yet. For a longer term hold should I hold this one or swap it out for mru or loblaw?(defensive sector with less growth). The account also holds atd.b
P.s. I have my first 400% gain with NFI - thanks 5i!
Read Answer Asked by Kat on June 06, 2017
Q: Hello
I currently have a 20% gain on Rogers and was thinking of selling as I would like to use the funds to continue emulating the growth portfolio. With the funds from the sale I would buy a position in PUR and add to Savaria. Appreciate your comments. I have over a 5 year time horizon.
Thanks
Sal
Read Answer Asked by Sal on June 06, 2017
Q: Hi Peter, Ryan and co

My TFSA, RRSP, and RESP is entirely comprised of the model portfolio, and about half of the growth portfolio. The stocks I selected from the growth portfolio in particular has done very well so far. However, this means that I currently don't have any exposure to the US or international markets, other than VGG.TO, which I hold a 3% position in my RESP.

I have some funds I would like to invest in a non-registered account, which would represent roughy 10% of my total aggregate investments. Can you please provide some suggestions on what you think I should invest in for better balance, while maintaining a medium-aggressive investing style?
Read Answer Asked by Eric on June 06, 2017
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