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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 Gang, thanks to 5i I have a nice problem as I got into the above at 60$ CDN (200 shares) but are now very overweight in my portfolio and was thinking of selling 50 shares but have no clue what’s the real valuation of the company is and where it’s going from here, do you have any insight to what the next earnings will bring us in October. Thanks Anthony
Read Answer Asked by Anthony on September 23, 2019
Q: Morning guys:
This name has been a roller coaster ride since I got into this . My average cost is 37 and change. I also own great Canadian gaming and I’m down a lot as well . Are u guys confident that throughout the volatility of both names I will be rewarded in five years time just sitting tight and dollar cost averaging into both names .
Thank u
Mark
Read Answer Asked by Mark on September 20, 2019
Q: Hello Peter, I called in BNN market call but could not ask the question. Good show.
Question is about adding new money on a regular basis. What do you suggest adding to - positions that are lagging ( and thus are at the lower weight now - some listed above) or picking ones with most attractive outlook (from fundamental perspective).
Can you please suggest top 2-3 names in each portfolio at this time.
Thanks
Read Answer Asked by RUPINDER on September 20, 2019
Q: Hello, I sold Descartes DSG quite a while back when you indicated that it was very expensive (and kept Enghouse ENGH), now that you have added DSG to the portfolio I'm wondering if I should sell ENGH and buy DSG back. Or are they 6 of one and half a dozen of the other going forward. In balancing my portfolio I trimmed some CSU because it was up around 17%, so now I do not want to invest in a much lesser quality technology company with the proceeds. Second somewhat related part to this question: I once owned QST, MCR, and BAD and sold them also quite a while ago. Now that you have renewed interest in them and added them to the portfolios I'm feeling a bit reluctant to add them back, I guess because I once sold them. Obviously you have renewed confidence in them. And I'm trying to keep to my principle of following the portfolios. Can you help me regain confidence in these three names. Thanks for great service, as always.
Read Answer Asked by Gordon on September 19, 2019
Q: Good morning gang
I am thinking of tax loss but also that that these may? fall more with tax loss season approaching. I am down on VET - 50%, SYZ - 14%, PBH - 15%, and SIS 17% in on of my non Registered accounts. (as of today Sep 18). Which, if not all would you sell and which would you buy back in 30 plus days ( or more depending on tax loss time and the depth of selling)
Thanks for all you do to keep me on track
Read Answer Asked by El-ann on September 19, 2019
Q: Hi, Could you please comment on the company's intention to convert from income trust to corporate structure. They also mentioned that this move will help improve liquidity in daily trading as well as allow investors outside Canada to own the shares. Besides the tax implications, do you see this move impacting the share price in near/ long term or make comapny shares more attractive to institutions to own. Thank You
Read Answer Asked by rajeev on September 17, 2019
Q: I have a question about Shopify US. Due to price drop in Shopify shares, I sold off 100 shares yesterday morning to maintain profits. I am still holding 50 Shares that I purchased the end of August for 394.00. With yesterday's offering which looks like it will reduce price further, would you advise to sell and buy back at what would hopefully be lesser price or just ride it out.? Thank you.
Read Answer Asked by Nancy on September 17, 2019