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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 5I
I currently hold these three but they have been a bit of a drag for a year or so. I was thinking of redeploying the capital elsewhere but I looked at TD Waterhouse charts on them and they appear to be gaining a bit in the last month or so. There are good bullish signals on them recently. I know you guys prefer point and figure charts but TD Waterhouse do not have them and I don't understand them. In a nutshell what do point and figure charts say about these stocks?

Thanks Again
Clarence
Read Answer Asked by Clarence on September 19, 2016
Q: I am hoping you can further educate me on the workings of the market. Specifically, what exactly is a roll-up company and how does is it different from a company that regularly does acquisitions?

The term "roll-up" seems to be used nowadays by analysts and other media experts as a negative term, perhaps due to the failures of Valiant, Constellation among others. But ATD.B is lauded due to its growth via acquisition. So, is a roll-up strategy inherently negative and if so, how do you spot a roll-up vs a smart acquisitor?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 19, 2016
Q: Can you please explain something to me? Why, at least based on what I read in the newspaper, when the economy shows signs of deteriorating putting off risk of an interest rate rise the market goes up. When things look better for the economy and there is talk of raising rates the market goes down. Wouldn’t most legitimate business do better in a better economy? So shouldn’t it really be the other way around? Why are stocks thought to do better in low interest rate environment? And is it true that they do?
Read Answer Asked by David on September 16, 2016
Q: Peter and Team,

I have some covered calls written on Badger Daylighting, Tourmaline, and Painted Pony that look like will get called away at the end of this week. This will make approximately 10% of the portfolio available. I have essentially replicated the Balanced Equity portfolio otherwise (don't hold Whitecap or Magna, though) and I have approximately 10% of invested assets in short term bonds and approximately 7.5% of invested assets in US stocks (Xylem, Starbucks, and Visa).

My initial plan with the new cash available was to top up a couple Balanced Equity positions (SYZ and SLF, probably) to full positions and then to add a US Stock or two. My first thoughts for US stock were JNJ and GE.

What do you think of this plan and would you suggest any modifications? Should I be adding more to fixed income? I am 34, by the way and feel like I have risk tolerances that matches the BE portfolio quite well in general.

Thanks!
Read Answer Asked by Marc on September 15, 2016
Q: Recently I've sold some non performing stocks as well as stocks that were a very small portion of my portfolio in an effort to concentrate my portfolio on some higher quality, better performing stocks and I've come up with these 6. Wondering if you could rank these based on risk from less risky to most risky. I'm fairly conservative, tend to hold good quality companies for long periods (5-10 years) and I don't like a lot of volatility - I'd rather get a 5% return and sleep at night than a 10% return and stress about it.
Read Answer Asked by Richard on September 13, 2016
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