Investment Q&A

Q: Hi there
What are the arguments for holding on to MX and ATD.
Also, is it time to sell off some SHOP?
Thank you for your advice, as always.
Margita

Q: Hi Gang, took a look at my portfolio and noticed CRH, ITC and ZCL have done nothing YTD, was wondering your thoughts on replacing them with ECN and CCL.B, keep up the great work.

Thanks
Anthony

Q: While sales were up for the Q, net income was about 50%. Management seems to attribute these shocking results to the acquisition of Roadtown Wholesale Trading. It stretches credulity to think that acquisition costs could be so material. Query what integration costs will be? What is your opinion of these results and the impact of Roadtown?

Q: My wife and I are in the process of building our retirement income portfolios in each of our RRSP’s by following your Income Portfolio.
My question is would it be advisable for my wife to have a different mixture of equities than I have in my portfolio? We want to keep it a simple as possible but want to limit risk at the same time.
The same question pertains to RRSP VS TFSA. Should my RRSP hold a different mixture of stocks than my TFSA.
To begin accumulating my portfolios, I plan on using the same assets allocation in each account. 50% Equity 50% fixed income
Please answer this question as it pertains to diversification as I know there are many tax reasons why I might hold one equity vs another in these different accounts.

Q: Good afternoon 5i,
I recently sold AW.UN in my RRIF as I am trying to limit the non-portfolio holdings. Could you recommend a replacement from the income portfolio or should I just buy it back? Already hold most of the Income Portfolio holdings but willing to sell in other accounts to insert in RRIF.Thanks for the always helpful advice.

Ted

Q: GUD.GUD is pretty low today, but so is ENDO. Time may be appropriate for GUD to make an offer ?

Q: Good morning, Please comment on Evertz results from yesterday. Seems to me they have done quite well over the past two years but the stock does not move much, why is that the case?
Regards Rob

Q: I am looking over my portfolio and am overweight tech - like many, I suspect. Kinaxis is one of your favourites and in the balanced portfolio, which is why I own it. Is it not very, very expensive, though? The G&M has it with a forward PE of 85, and a PEG of 3.11. By way of comparison, Facebook is at 30.5 with a PEG of 1.2.

Q: Hi guys,

I am in this for the long run , but this seems to be falling like a rock and making be real dizzy with the volatility. Can I get your professional opinion with what's going on with this one.would this be a time to buy more ?

Thanks.

Q: If you could buy one of these 2 stocks for 5 years which one would you choose for a RRSP account? I currently have PBH and want to add another Consumer non cyclical.

Thanks

Q: ATD.B has been flat for some time. I have a very substantial profit in this stock and it occupies 6.5% of my RRSP. I am considering a partial sell of ATD.B and a small buy of CCL.B, DOL, or BYD.UN. Is this a reasonable tactic or should I avoid chasing these 'hot" winners and be a little more patient? Joe

Q: Starting to look attractive is this a good time to initiate a position? Thanks. Shyam

Q: Hello team,
I hold positions in VIG, VE ZQQ and CDZ. The ETF portfolio reads "trim 4% VIG/IWO and initiate VGT/XLY, 2.5% VE and 1% CDZ. Should I add to XQQ instead of initiating VGT?

Q: Enghouse off over 10% today. Apparently some analyst at Goldman Sachs suggested we might be in a tech bubble and suddenly everyone is dumping all tech stocks. What do you think?

Q: Hi, Shopify will be added to S&P TSX composite Index, after close of business, June 16, 2017. How many shares will be needed to fulfill the demand next week, in your estimate ? Thanks

Q: Hi Guys,

I am thinking about adding to my position in Spin Master. Stock is is dropping a little, with slightly higher volume/erratic trading. I agree with Ryan's comments on the digitization of toys, and they have some valuable brands making good traction, etc. Can you comment on the trading, the stock dropping, you outlook for a target price, etc. Thank you.

Q: What is causing the steep drop today in Shop?

Q: Do you think a company like Kinaxis would be interested in Celestica in order to grow their supply chain managemenr?

Q: How often does Enghouse meet their earnings expectation? Do you think this company now with the drop in share price is a buy or hold if owned?

Q: Hi guys,

Could you please comment on this stock, seems like the company does the right things but remains stagnant. Is it a buy at the 11 dollar mark for a small position.

Thank you kindly,

Mark