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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 there,

If one were buying NFI and TSGI today - would you add equal weight into both positions, or would you be adding a larger position to TSGI over NFI? In other words, if the combined weighting was 7% between the 2 names, would you do 3.5 in each, 4/3, etc? My investing goal would be to achieve higher growth but still maintain diversification between the two holdings.

Thanks!
Read Answer Asked by Michael on June 19, 2018
Q: Follow balanced equity portfolio and rebalancing. I do not have the 6 companies above. Please rank them in the order I should add. Any I should wait on to purchase for a price adjustment?
T as always Steve
Read Answer Asked by Stephen on June 19, 2018
Q: I have always considered RRX to be good value and getting better as the price has declined from the $11 range in late 2016 to just over $6 last week. So I can understand why Baytex would want to pick it up. But I don't understand why RRX management would want to sell - essentially at the bottom of the market, and at a time when oil prices seem to be rising. Is there some other consideration these sellers are getting ? Can you explain the rationale ?
Read Answer Asked by Don on June 18, 2018
Q: Hello 5i. From a portfolio perspective, coud you give me guidelines on what would be a full position depending on the company size/profile. For example, would a full position be the same for COV, PBH and ENB? Thanks to your great recommendations, I have COV at 5%, PBH at 7% and in both case am wondering when it is time to trim. Thanks!
Read Answer Asked by Jean-Bernard on June 18, 2018
Q: Morning, Have held this company for a few years, slight loss over this period. Given the small dividend, lack lustre performance, do you still see this as worthy of patience? Looking long term, prefer a balance between dividend/growth potential. Other suggestions with better future? Thanks, Lavern
Read Answer Asked by Lavern on June 18, 2018
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