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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: Thanks to portolio analytics I am cleaning up my portfolio. I am looking at consolidating PHO and TSGI into one position. Which would you keep? Very long time horizon.

Also looking at adding to either DOO or TOY in our TFSA. which do you prefer?
Read Answer Asked by Paul on April 16, 2019
Q: Hi Ryan i note that you hold nwc in your income portfolio as do I .
My research is starting to indicate a value trap.
Then amount of volume of business that amazon is doing in the high North is increasing ten fold year over year to the point that post office are looking more like grocery warehouse.
Nwc return and sales are dropping faster than once thought.
I have reduced my position my half and am currently considering exiting in full.
It is further exasperated further when grocers in the south start getting government handouts .The competitiveness edge of the high north is disappearing
Kind regards
Stan
Read Answer Asked by Stan on April 16, 2019
Q: I continue to be concerned about the market and corrections and being somewhat more defensive in my holdings. ATD.B has been held at about 3% of my total portfolio for about 3 years and it has met my expectations. Nevertheless, I realize I am under-diversified in the consumer staples sector. Would selling my ATD.B and buying XST, perhaps to a 5% level, be wise, in your opinion, or just me letting anxiety leading me to some 'churning'. I'm a senior-plus so at a stage of withdrawing from my accounts for some income.
Thanks for your input and forgive the wordiness.
Read Answer Asked by Gary on April 16, 2019
Q: Are all the ETFs in the ETF model portfolios available on the TSX?
Read Answer Asked by Bill on April 15, 2019
Q: I have received material from Methanex from the current management/Board as well as the dissident shareholders who wish to place 4 new Board members on the Board. What would you recommend to do in this case, vote with the current management/Board, or vote to replace some of the current Board with the 4 new nominees? I only have a small position in MX.
Read Answer Asked by Jerry on April 15, 2019
Q: Hi 5i! Although TSGI has somewhat stabilized in a 21$-25$ range, short interest almost doubled in march, from 4M to almost 8M at the end of the month. Also, the daily order book is constantly showing selling pressure and/or weak buying, with the number of sell orders being 3x the buy orders. I would appreciate your thoughts on this situation.
Thanks and have a good weekend!
Read Answer Asked by Stéphane on April 12, 2019
Q: Transcontinental is being used by Salt over a 2017 newspaper deal. Is this a huge impact for transcontinental shares. The shares have already been cut in half. Still a value play or trap? How much more downside with this overhang would you predict.
Read Answer Asked by Helen on April 12, 2019
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