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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: What is your pick presently for the best managed company for the best price? Or put another way...Is there a well managed company on sale right now? I do not care if you base your choice on future growth or present valuation or something else but I would not mind a brief reason for the choice. I would like to add to my TFSA holding with new money but I would like to hold this pick for a while. Thank you for all your help. J
Read Answer Asked by Jeremy on October 29, 2018
Q: As a big time fan of the site (just renewed my subscription) I have a convoluted question to ask.

Based on the advice that is promulgated from 5i, I have purchased the stocks from the balanced portfolio, amongst a few others from the growth folio. With regard to the stocks that I have listed, I took 5i’s advice and purchased piecemeal and as a result my average cost is lower than 5i initial purchase price. No complaint there. The question however that becomes inevitable, is, should there be a recommendation to sell, such as say, CLS, based on a $19 buy in recommendation at 5i as opposed to my 16 Ave cost, wilI the logic still hold? The same applies to the other stocks that I hold.

As a follow up, I note that the monthly portfolio data provides the current price and inception price. Can you explain why you do not adjust the cost price to reflect additional purchases after the initial purchase price, such as wef or wcp?

Thanks in advance, I recommend that anyone who subscribes to the service to renew! It’s a no brainer. And that’s after the October haircut!
Read Answer Asked by Kelly on October 29, 2018
Q: Hi Peter,
I observe that in your model porfolio you donot average down on a stock (may be i missed it). But if we have confidence in a stock and if the market is mispricing it should we not be adding more to get a better average (Buffett is and willing to buy more AAPL as it goes down). Lets say some one bought XYZ and it is down 50%, just in order to make it even the stock has to go 75% ( which requires a lot of patience). May be it is a personal decision whether to average down or not. However my opinion is that if 5i decides to average down we will get better guidance (and courage). I personally buy in portions (1/4) and try to keep my loss below 20%.
I have TSGI (-15%), TOY (-10%), NFI (-8%), DOL (-18%).
Thanks.
Read Answer Asked by Rajendra on October 29, 2018
Q: Are there fundamental or other reasons why this stock has lost about 20% of its value in the past 5 weeks? Does NAFTA II negatively impact it? I notice the CEO is also president and chairman. Does this pose a risk at this stage, or would do so if the firm got a lot bigger?
I enjoyed the seminar last week. Refreshing !
Read Answer Asked by TOM on October 29, 2018
Q: Enjoyed the recent Webinar. As a beginner investor, could you please recommend 1 TSX stock that would be your Top Pick for today (any sector). I would like to research the stock to understand the criteria that you used to select this stock
Read Answer Asked by Barbara on October 26, 2018
Q: Your top picks for companies with no debt?
Read Answer Asked by Thomas on October 26, 2018
Q: I sold both WEF and TSGI for tax losses. I can get back into them Oct.31. They've both been going straight down and I'm thinking they may go lower because of others doing tax loss selling. Do you still think they're worth getting back into and would the end of December be a better time to buy them?
Read Answer Asked by Andrew on October 25, 2018
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