Q: Would you please suggest 5 growth names with good current valuations. My intention is to have these positions supply some kiddy up to my core holding of the BMO low volatility etf, ZLB. Thank you.
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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,
Happily , for the moment I have positions in AYA, ACQ, & CSU
spread over 4 accts(cash, RLIF, RRSP, TFSA). They currently
represent abut 17.5 % of the total of the 4 investment accounts
of my overall portfolio. ACQ 8.4 % AYA 6.3% CSU 2.25%
My main concern is that all 3 investments are similar in nature as they are all "rollups" .
Do I have to worry about having a significant portion of my portfolio in this type of investment ?
I know that I need to worry about individual positions exceeding
10 %
MY second question is about a trimming strategy I try to use.
I have been selling 25% of an investment the first time it doubles and 25% each time it increase by 100% of the original investment. Is this a reasonable thing to do ?
I am considering taking only 25% of my profit instead on subsequent increases of 100%. and taking as much as necessary
to stay under 10 %.
I would appreciate your comments on this situation.
Thank you, Thank you, Thank you.
Leonard
Happily , for the moment I have positions in AYA, ACQ, & CSU
spread over 4 accts(cash, RLIF, RRSP, TFSA). They currently
represent abut 17.5 % of the total of the 4 investment accounts
of my overall portfolio. ACQ 8.4 % AYA 6.3% CSU 2.25%
My main concern is that all 3 investments are similar in nature as they are all "rollups" .
Do I have to worry about having a significant portion of my portfolio in this type of investment ?
I know that I need to worry about individual positions exceeding
10 %
MY second question is about a trimming strategy I try to use.
I have been selling 25% of an investment the first time it doubles and 25% each time it increase by 100% of the original investment. Is this a reasonable thing to do ?
I am considering taking only 25% of my profit instead on subsequent increases of 100%. and taking as much as necessary
to stay under 10 %.
I would appreciate your comments on this situation.
Thank you, Thank you, Thank you.
Leonard
Q: First of all, I want to thank the entire team for their services. I think you are all doing a great job and I appreciate the advice 5i provides.
My question is related to when to sell an investment. I've watched the YouTube video that indicates investors should sell an investment when there is:
1) Negative changes to company of industry
2) Over-promising & under-delivering by management
3) Declining revenues
4) Changes in competition
5) High debt
I know people shouldn't sell when a stock has gone up, but how do we know when a stock is overextended / expensive? Is there a metric you use to determine a good exit point, or do you just stick with your 5 reasons? Thanks!
My question is related to when to sell an investment. I've watched the YouTube video that indicates investors should sell an investment when there is:
1) Negative changes to company of industry
2) Over-promising & under-delivering by management
3) Declining revenues
4) Changes in competition
5) High debt
I know people shouldn't sell when a stock has gone up, but how do we know when a stock is overextended / expensive? Is there a metric you use to determine a good exit point, or do you just stick with your 5 reasons? Thanks!
Q: Do you have any idea why Domtar UFS has been falling so drastically since the end of March? Thanks!
Q: Hello Peter- Could you please rank in order of your preference, Whitecap, Tourmaline, Surge and Delphi in order of total return, using your ABC grading.
Q: Hi Peter and Team,
I'm looking to add an energy stock to my TFSA holdings (which currently include AYA, ENB, BNS, T, and STN). I've seen you recommend BAD, SGY, and TOU and have also been seeing various articles suggesting SU might be a good purchase given that it's relatively inexpensive at the moment.
Do you have a preference between any of these four?
I'm looking to add an energy stock to my TFSA holdings (which currently include AYA, ENB, BNS, T, and STN). I've seen you recommend BAD, SGY, and TOU and have also been seeing various articles suggesting SU might be a good purchase given that it's relatively inexpensive at the moment.
Do you have a preference between any of these four?
Q: I have started new positions in Vrx and Pfe with their recent pullbacks as I do not have any healthcare. I would like to build up to a 5% position in each stock. Would you consider this prudent at this time?
Thanks,
Tom
Thanks,
Tom
Q: Could you comment on BAU,Bauer as along term hold,and what effect the listing and name change on the New York exchange will have going forward.
Q: Hello hello...This question has been asked in the past. But at this point in time, what are the growth-eee stocks you would suggest for at new TSFA, with $30,500. From a length of time to hold, I'm interest in letting the stocks do there thing. And about other stocks that are held in other accounts, this is not a factor for diversification purposes. Again thanks for the 5iR-Advise.......Tom M
Q: What is your opinion about western forest products (WEF )?Is it worth holding it?Thanks Ebrahim
Q: Greetings: My question is concerning 3 stocks: Element EFN, Fiera FSZ, and Tricon TCN. I have owned these stocks for over a year, and they have done almost nothing. I bought them because I understood them to be "growth names." But in retrospect, which I know is always clear, I would have seen more growth in non-growth names: BNS or HCG, or even KBL or WPK!. Also, I note that you say the following about Element: "We think it is a stock that needs to be given five years. We think the company, despite all of its recent activity, is only getting started."
OK, here's my question, I know, finally. My opportunity cost has been huge on these names. Should I just be patient (hopefully not for another 5 years) or exit now, after which I know all three will immediately shoot up, and then enter when they have "matured" a bit. I had expected steady growth. Or should I simply hang on and change my expectations. With new money I am buying names like First Service and Auto Canada and Boyd and seeing way more growth.
Thank you once again for service that I still can't believe exists. Cheers
OK, here's my question, I know, finally. My opportunity cost has been huge on these names. Should I just be patient (hopefully not for another 5 years) or exit now, after which I know all three will immediately shoot up, and then enter when they have "matured" a bit. I had expected steady growth. Or should I simply hang on and change my expectations. With new money I am buying names like First Service and Auto Canada and Boyd and seeing way more growth.
Thank you once again for service that I still can't believe exists. Cheers
Q: Peter and team,
Can you give a update and opinion for IMG, SAS and general gold comment.
Thanks,
Paul
Can you give a update and opinion for IMG, SAS and general gold comment.
Thanks,
Paul
Q: Hi Peter& Team, thanks for all your help to date. I am starting TFSA and RESP account for my kids and looking for some growth stock advice. One of kid has 5 yrs timeframe while my son has 10 yrs timeframe. Thank You.
Q: I am looking at 5 stocks with the objective of buying 2 or 3 of them in my TFSA (which is doing well thanks to you). The 5 are SPB, SGY, TOU, RRX and IPL. Only SGY and IPL have net buy insider trading. TOU and RRX have large net selling.
How important are these insider trading numbers and can you recommend 2 or 3 of these?
How important are these insider trading numbers and can you recommend 2 or 3 of these?
Q: Hi Peter - currently have AYA, CF, DHX, SGY and TCN in my TFSA account and doing pretty good - thanks - looking to add another $2000 - can you recommend a couple of names that would fit in with the mix - more on the growth side as this is for the long run. Excellent service and continue the great work.
John
John
Q: what are your thougts on csw
Q: with the latest purchase by B2Gold have you any comments. and any latest comments on Merus Labs. tks
Q: I am selling $40K of mutual funds in my TFSA. I am considering purchasing VCH. DHX, ESL, AYA, GUD. Do you have other suggestions? Thank you
Q: I have held PKI (Parkland) for some years now and am interested in your thoughts on holding the stock for at least another year. Also thoughts you might have on FRU (Freehold Royalties) on holding for another year and ditto for BCE (Bell Canada).
Q: WEF. Western Forest Products is off its highs close to 30% now. The RSI suggests it is oversold.
Would you agree? And would this be a reasonable time to add to my existing position in this stock?
I am still up nicely over the last year and have been looking for an opportunity to add.
On the other hand do you think some of the "steam" is out of the forestry sector?
Thank you.
Would you agree? And would this be a reasonable time to add to my existing position in this stock?
I am still up nicely over the last year and have been looking for an opportunity to add.
On the other hand do you think some of the "steam" is out of the forestry sector?
Thank you.