skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I purchased TFI INTERNATIONAL and ATS AUTOMATION TOOLING in October 2021.

My returns until today are as follows:

TFI INTERNATIONAL is down 4%
ATS AUTOMATION TOOLING is down 14%

Each of the above holdings are only 3% of my Portfolio and therefore I am able to add. Right now, more than 20% of my Portfolio is in cash.

Which of the above would you recommend that I add to based on today's price, and your reasons.

Read Answer Asked by ALNOOR on March 25, 2022
Q: Further to my March 18 question: redeploying my 100% cash position. Using the BE portfolio as an example and assuming 6 equal monthly investments. Would you buy partials across the board, or go with full positions in 3-4 companies each month. If the latter, which order would you suggest.
Thanks Peter.
Read Answer Asked by Peter on March 24, 2022
Q: Can you explain the SHOP price disparity on the US and CAD exchanges that occurred recently? Reference your answer to a member question yesterday 'SHOP had an unusual spike close on Friday and was up $122. Today it is down $110 and still up over two days. On the TSX where there was no spike the stock is down $20 only today.'
Read Answer Asked by Patrick on March 23, 2022
Q: I am looking to possibly add to GSY. I am comparing to TD and BNS in the following order: GSY,TD,BNS with PB Ratio: 2.9, 1.9, 1.7; PE Ratio: 8.8, 12.7, 11.6; DIV(%): 2.6, 3.5, 4.3. Would you think the disparity in the PE Ratio may continue with GSY? It looks like a buy for growth but (as usual) I am probably missing something. I currently have both TD and GSY. Thoughts please. Thanks Dan.
Read Answer Asked by Danny-boy on March 22, 2022
Q: I'm a bit confused when I look at your assessment when you refer to ATD being a defensive position whereby it's considered a consumer cyclical in your classification. I understand that it could be an hybrid. How do I deal with my position weighting as my cons staples is underweight VS overweight in my cyclical by the same amount...

Thanks for your welcome enlightenment.
Yves

Read Answer Asked by Yves on March 21, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!