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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: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
Q: About a month ago, I sold these equities, with the only reason being to take a tax loss against gains I took earlier in the year. This has left me with some liquidity. What do you recommend regarding re-purchasing these companies, or waiting for a more stable or upward momentum. Generally, my portfolio follows your balanced equity portfolio.
Grazi,
c
Read Answer Asked by Claus on January 02, 2019
Q: MX stock appears to be strongly correlated to oil & gas price. Would you agree ? If so, do you expect this to continue in the long term ? Please comment.

Also, do you know why methanol usage appears to be mostly from Asia (more than 70% based on the November 2018 investor presentation - page 37) ? Thank you!
Read Answer Asked by Pierre on December 31, 2018
Q: Can you please comment on the payout ratios and free cash flow of these companies. As they are both growing and acquiring other companies, I thought the payout ratio was low. How would you rate their capital allocation over the last few years (cash flow, debt vs issuing new shares) ? Thank you!
Read Answer Asked by Pierre on December 31, 2018
Q: I would like to invest for long term and am looking at either KXS or CCL as both are down. Would you have a preference? and what are the risks with either stocks?
Read Answer Asked by Donna on December 27, 2018
Q: I was wondering if 5i has done much ground truthing when it comes to Alcanna Inc. With my experiences at their stores, have gotten impression that staff working there are pretty unknowledgeable with what's going on with there company, well as with product they sell, ie: booze. Does someone test company out from a customers perspective before recommending a stock.
Read Answer Asked by Anthony on December 27, 2018
Q: I hold SHOP in diff accts; one is listed on Cdn exchange, other on US exchange. I notice today that the Cdn listing SHOP is up $14.27/share, the US listing is down $1.22/share. The difference is not the currency. Does this possibly illustrate the negativity of US investors, or what is/are the probable reason(s) for such a spread? Usually the diff is small once the currency is factored in.
Read Answer Asked by Bob on December 27, 2018