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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 Peter,
Yesterday the markets were cautious, today they seem exuberant. The stocks that I want your opinion on, have snapped back from the Friday of the referendum and near their high. Trading is thin that adds to the volatility too.
My portfolio adjustments involve exiting a position in IGM and buying KXS, SH NFI and PKI. Would you buy now or is there a probability of a better opportunity when the market adjusts to the snapback? Is there any of the ones mentioned above where you would be cautious of initiating a new position at today’s prices? And if now is as good a time as any which ones would you start with and which would you wait for a better entry point? I have not been very convincing to myself about replacing IGM with PKI and trusting your professional expertise. Could you tell me why PKI is better? As always, appreciate your viewpoint.
Regards.
Read Answer Asked by Rajiv on July 14, 2016
Q: Good morning...just making some adjustment on portfolio...Chartwell and Sienna make up 9% of portfolio with gains, HLF at loss 3.5 %...I would like to sell HLF, reduce Chart or Sienna to 5%...which one would you sell? Then proceeds to from HLF and Seniors to either SIA or PBH... portfolio approx 20 stocks and includes many of your recommended names..

Thanks
Thanks
Read Answer Asked by Matthew on July 14, 2016
Q: Transcontinental recently completed its third acquisition in the packaging area - would you be able to give me a sense of how much of the company this division now accounts for?
The company has been able to fund these acquisitions out of FCF ie no debt: the stock is cheap and provides a 4% dividend.
How would you evaluate the company's prospects for transformation from a declining legacy printing business into this new area.
Thank-you
Read Answer Asked by William on July 14, 2016
Q: I noticed 'Gary' had a question about Westport WPT. You gave it a 'short call'. Another interesting company with real stuff happening but no $$ or traction. Another stock for the future that will always remain so! Natural gas engine systems for trucks and buses. Contracts with Ford, Cummins et al. What is your take on this whole endeavour and this company. Thank you
Read Answer Asked by Ryczard on July 14, 2016
Q: Have owned ESL with 2000 shares & IPL with 4000 shares for several years with substantial gains of 135% & 170% respectively. I am considering a trim of 25% on ESL & 50% on IPL. This would free up approx. $85,000 in a RIF acct. Would appreciate your suggestion for 2 new additions to complement the existing holdings which include KXS, DH, EIF, MIC & RY. Thank you.
Read Answer Asked by Robert on July 13, 2016
Q: Peter

I am working with a friend to restructure her portfolio It is criminal that the broker of a large bank investment division put all her accounts in high fee mutual funds The TFSA had 89 % in one mutual fund

My question is what is your opinion on holding short term ETF bond funds as opposed to holding interest sensitive stocks I do not see any reason to be in a bond fund

Could you recommend half a dozen Canadian stocks that would serve aws bond proxies

Could you also recommend some of the new rate reset preferreds with a floor on the rate reset

Thanks for your response and great service

Paul
Read Answer Asked by Paul on July 13, 2016
Q: Hell 5i team,
We have all dropped the superlatives regarding your excellent service,because of getting used to it, but we still believe you are great, even though we don't mention it as much!
I have two questions here, really. I have Stella Jones and Stantec in my TFSA and I have been wondering whether it is worth it to sell them and buy something like New Flyer there and putting these two in my margin account, obviously because of growth potential. How would you see this move?

Also, in an answer this morning you put PG in health care. Is that because it has enough of a health care business that you could classify it that way? On Morningstar it is classified in household and Personal products, I think.
thanks
Read Answer Asked by joseph on July 12, 2016
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