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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 team, this year For tax purposes I want to sell open text, PBH, Go Easy and Methanex and repurchase them in 30 days. I own most of the growth portfolio. My question is: what is a suitable time to do this? Should I wait after a possible nafta deal? Thank you!
Read Answer Asked by Jacques on September 11, 2018
Q: Im news that did not DOO too goot for the share price.

Why does the market not like this news?

announced today the launch of a marketed secondary offering by certain of its shareholders, namely Beaudier Inc. and 4338618 Canada Inc. and Bain Capital, and the filing of an application to list its subordinate voting shares on the Nasdaq Global Select Market in the United States under the ticker“ DOOO”. Trading of the Company's subordinate voting shares is expected to commence on the Nasdaq following the pricing of the offering
Read Answer Asked by Kuldar on September 11, 2018
Q: Hi, I sold Enercare and was wondering how I should replace it.
My portfolio is built with mostly large caps and some titles from your BE and Income portfolios. I am retired and depend partly on dividend. Here is the portfolio breakdown:
Consumer defensive 10,31 %
Energy 13,16 %
Utilities 11,05 %
Telecom 11,56%
Reit 0,76%
Financial 24,38%
Healthcare US 3,53%
Industrial 6,85%
Consumer-non cyclical 0,44%
Consumer cyclical 2,67%
Tech US 4,20%
Diversified 0,42%
Basic materials 1,84%
Fixed income 3,44%
Equity Canada(ETF) 1,80%

CASH 3,59 %
Total 100,00
Read Answer Asked by Serge on September 10, 2018
Q: I have 2.5% positions in TD and BNS and no other Canadian financials. I have had Sun Life on my watch list for awhile. Not sure why it is drifting lower after last quarter's results. Would now be a good time to add it, or would it be better to continue watching the negative momentum. Or maybe it would be advisable to top up BNS and TD instead? Maybe you could speculate on why SLF is declining. I am not sure how they are doing in Asia, but I imagine there is a fair bit of potential there, if they can tap into it.. Thanks, as always, for great service.
Read Answer Asked by Gordon on September 10, 2018
Q: Follow up questions:
Thank you for your answer.
Are the expectations of 6 to 10 cents provided by the company or are you doing your own calculation to get this number ?
Also, as a business scale and grow, do you try to estimate future margin and profit (say 3 years out) or is it a futile exercise given that there are so many variables...
I am trying to get better at assessing companies like Reliq. I usually pass on them as they always seem too risky for me and 1-product company most times.
Any advise or general comment would help. Thank you
Pierre
Read Answer Asked by Pierre on September 10, 2018
Q: TFI - TFSA or Unregistered account?

Bought 2.5% position in Cov on spec at $7 based on 5i's recommendation. Hold on or take the money and run?

RHT / TSGI- average down or be patient?

Thanks. Keep up the excellent work.

Best Regards,

KC


Read Answer Asked by Kelly on September 10, 2018
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