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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: This is a comment more than a question. I often go to their stores. I noticed that they have dropped prices on certain items lately ( eg chocolate bars) and if this is the trend then their margins have to be getting compressed. As well, their stores do not seem as busy as usual. In contrast, I also frequent Walmart and they seem just as busy. I think Walmart may be eating into DOL's business. I don't see any turnaround in DOL's share price anytime soon, although I think if it drops even more than it may get bought out or taken private. They seem have the dollar store market to themselves, just as Shoppers Drug Mart had in their category ( and they were bought out).
Read Answer Asked by Murray on December 12, 2018
Q: Your update sent to subscribers on Thursday: "Amid all the negativity, investors can find solace in remembering that volatility is a part of investing in the market and solid long-term returns are earned by accepting this risk in the markets."
Your article on the Post on Friday: "One of the most important things to watch for as an investor is when there is a market or economic ‘shift’... We may be entering a shift in the economy right now. Companies are guiding to lower growth. Stocks have been weak. The market is in a slow train-wreck crash. The Fed even has indicated the economic party may be winding down."
The 'tone' in your Q&A section and all your updates has been to stay the course, don't sell, and even to add to numerous names. This is a completely different 'tone' than your article on Friday. Please clarify.

Also, your Balanced Portfolio has a significant growth tilt that doesn't seem appropriate at all at this time. Over the last 3 months, it's down almost 16%, 7% more than the TSX. Are you planning to 'shift' the portfolio?
Read Answer Asked by Darcy on December 10, 2018
Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted
Read Answer Asked by Ted on December 10, 2018
Q: I see dramatic price declines for most equities in this portfolio. I have never seen a report to sell them or reduce...just the fundamentals are OK ... don't worry. I find there is a repricing going on where PE's used to be 15-25 are now falling to 10-15.
A constant buy thesis based on Company earning fundamentals does not take the PE revaluation into account. Your thoughts?
Read Answer Asked by Gord on December 10, 2018
Q: I have been looking to buy a bit more Goeasy in a young adult's TFSA, on the current weakness. I tend to buy based on fundamentals, but I sometimes use technicals to time buys and sells. Today my long standing buy order got filled, near the end of a sharply down day. Do you feel that GSY has broken support here and there is more downside to come? And do you think the decline is just general market negativity, or is there more to it, i.e. are the technicals reflecting a fundamental change? I am not too concerned, as this will be a long term hold, but would like your thoughts if you would be comfortable buying GSY at these levels.
With appreciation,
Ed
Read Answer Asked by Ed on December 07, 2018
Q: I am sitting on a 31% loss in Photon Control in my Margin Account. I am considering harvesting the tax loss and re-purchasing in my TFSA after 30 days. Does this seem a reasonable strategy especially since PHO will likely take some time to turn around in this market? Alternately, if I don't sell the shares but move them to my TFSA will that trigger a tax loss? This only seems fair since if I had an unrealized capital gain I would have a deemed disposition and a tax liability.
Read Answer Asked by Ross on December 07, 2018
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