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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: These 2 are laggards in my portfolio. PBH down 22%. SIS up 7%. They both hit my mental trailing stop of over 25%. Do you see any near term catalyst for them? While I am an investor and not a trader, if they are likely going to be "dead money" for another year, I probably like to sell and move on. What do you think? Would you also suggest replacements for them? They are in my TFSA account. Thanks again for all your valuable advice.
Read Answer Asked by Ford on March 06, 2019
Q: Hi,

After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!
Read Answer Asked by Keith on March 06, 2019
Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?
Read Answer Asked by Charles on March 06, 2019
Q: I have a position in PBH and it has not done well recently although it has performed well in the past. Are there any issues with PBH? I am considering selling half and getting a half position on ATD.B. I would love to hear your thoughts. Thanks. SHyam
Read Answer Asked by Shyam on March 06, 2019
Q: Hi,

I am 100% satisfied with my 5i subscription even though I do not use all the services and use mostly the question database for my sourse of answers. I recommend you often. Keep up the great efforts. Being overweight CSU helps - thank you).
My question on New Flyer is that I have no exposure and am getting ready to press the buy button. The long term chart has shown substantial weakness since 2018, since your last report was released. Has there been and substantial change that would allter your rating or view on a purchase today. I am looking at least a 5 year hold. Thanks so much ! Jim
Read Answer Asked by Jim on March 04, 2019
Q: I know 5i is disappointed with the performance of TCL.A and it is likely under consideration for removal from the Income Portfolio. However I would like to know if you have a different take on this analysis by TD research:

... despite the soft Q1/19, our overall investment thesis remains
largely unchanged, as we believe that TC shares remain attractive at current
levels on a sum-of-the-parts basis. While TC is certainly facing some challenges in its legacy printing business, we believe that it has additional levers to pull to mitigate the impact of the ongoing secular declines in many of its verticals.
Additionally, roughly half of TC's revenue is now generated from Packaging, which is an attractive platform for future growth, in our view.

(They still have a Buy rating for shares but lowered their Target Price by $4)
Read Answer Asked by Jeff on March 04, 2019
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