skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 2 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: Hi,
after trading over $71/share in February, the stock is down more or less 10% since their earnings release. I thought they had a good quarter and I was happy with another dividend increase.
In your opinion, what may be factors explaining this downtrend? Is this more related to the sector rather than company specific?
Also, I don't have a full position in the stock. Would this be an opportunity to increase my position or given the price action, is it better to wait and see where things settle? To be honest, I see the market telling me to stay away for now.
Appreciate your opinion as always.
Thanks,
Dan
Read Answer Asked by Daniel on March 25, 2019
Q: Hello,
I have held FSZ for a few years now (small position of less around 1%). The share price has not moved basically since mid-2013. I am very happy with the dividend (another increase this quarter) and it appears to me they are a well managed company.

I know they operate in a sector that is not favorable but are there any catalysts on the horizon that might be a positive for the share price in the mid to long term or should one simply hold this for the income?

Would National Bank eventually buy this out (I know this is speculation but had to ask)?

And, what would be a good target % to hold in a well diversified income portfolio inside an RRSP for the average investor? I have full positions in BNS and SLF.

Thanks,
Dan
Read Answer Asked by Daniel on March 25, 2019
Q: you'd just respond to martin on benchmark of income portfolio is XTR.
My sense is that not a good benchmark with more than 45% of fixed income product (xfr, xhb) plus 4% HY and 4% pref (reflecting well your investment in cpd and xhy). Please comments
Read Answer Asked by BENOIT on March 25, 2019
Q: To take Goodman's "grandchildren" analogy to heart, then, ... I'm assuming he's telling us to bail if we don't have grandkids? : /

What if our grandkids are already taken care of, and we'd like to see better results now?

Five years seems to be an awfully long time for compost to ferment, in my mind. I'm an organic gardener, so no disrespect intended here. ; )

Your thoughts, please, on his silly analogy. This slow-burning genius seems to be fizzling out, like a dud firecracker. Surely investors deserve a little something for being so patient -- maybe even a little respect.

Read Answer Asked by Sylvia on March 25, 2019
Q: I hate lawsuits. Been holding Knight at a huge loss waiting for the big payday. I know you do not act as a financial advisor but would YOU hang on to your knight shares? Lawsuits take forever unless this Medison guy settles. This will distract from business at hand. Yes, no? Thanks for your views and sage advice.
Read Answer Asked by Helen on March 21, 2019
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!