Investment Q&A

Q: If I do not own any shares yet. Should I buy a full position right away or do it gradually. What is the best strategy with some safety. Thank you.

Q: I want to consolidate two holdings above into one stock. Which would recommend to keep in a TFSA long term hold?

Q: Enghouse is down sharply this morning by almost 4%. Is there something that the large institutional investors know or is something else causing this drastic drop on no real news? The second quarter Fiscal 2017 release is scheduled after market close on Thursday, June 8, 2017. Are some large holders of the stock expecting a poor quarter result? What are your expectations for the second quarter?

Q: What's your take on the daily "blood letting" on the share price of MX of late? I can pretty well sense it's the handy work of certain market manipulators or short sellers (by reading the trading actions), but what makes MX a target of their prey, and why MX?

Q: I have a small amount of cash sitting in my TFSA. What would be the growthier play in your opinion? Photon or Knight? They are both down significantly and appear to be good buying opportunities.

Q: Your comment on acquisition of covisiant for cash announced after market close.Thanks for u normal great views & services

Q: GUD at 9.75
Something impending to occur shortly ?
The stock is surprisingly low. Is all this normal ?
I entered GUD at 10.15. Better to stay in at this point ?

Q: 2 question : So bomber has bounced a bit so time for me to suck it up and sell at a 30% loss. Sell now or hold off a few more days to see if it has some legs.

Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.

Q: Hello
The following is my tfsa account
TD,CM,CAE,ATD,RY,DOL,MG,SIS,GIB,KXS
I would like to expand my portfolio by two or three stocks
What would you advise
Thanks

Q: What are your long term thoughts of zcl for some growth and dividend safety? 3-5 year time frame. Thanks

Q: I purchased Savaria at a much lower cost and sold taking profit. It has gone up steadily since I sold If I purchase shares at this 17+, is there much growth left in the company?
Thank you

Q: I am wondering whether it is time for me to dump these two and put the money into something with a bit more of an uptrend. Am thinking of SIS for one. What's your opinion on the future trends of these three for the next 1 - 2 yrs?

Q: Which stocks in the Income Portfolio would you consider to be the higher risk dividend names? Thanks

Q: Greetings and happy Friday gentlemen,

If initiating a new position in shopify (I realise im a little late to the game), would a full position be ok, or would it be wiser to start with a half?
Kind regards,

Karim Rahim

Q: Would you buyer of ITC and PUR at today levels? any comments on the recent $3M order that ITC received? Looks to be positive.

thanks
sal

Q: This company was the focus of a recent positive write-up in ROB magazine:

https://www.theglobeandmail.com/report-on-business/rob-magazine/rogmaghow-aw-is-remaking-itself-into-a-hipsterhaven/article35099606/

With plans to open 40 new locations over the next year I don't believe the growth story is over, just paused. It seems to me that SSSG as a measure of growth is somewhat flawed for this type of business as locations have to be open for 2 years, or as a minimum 5 quarters, to be meaningful, correct? And they treat their franchisees a whole lot better than Tim's where a rebellion is happening.

It may be out of the 5i portfolio but it's still in mine where it's been since 2013. I note the distribution has been upped several times to the point it yields 6% on my original investment so I'd be more inclined to add to the position on its recent weakness.

Q: Hi folks,

i would like to establish a position with this company, am I to late to jump on the train with this one. From what I have read you guys are firm believers in buying stocks that are going up, and this is certainly the case with this one. Could I get your well respected opinion. Looking to hold this for the long haul.

Thank you kindly.

Q: Following your balanced portfolio for 4 months and done well. Did buy shop as the only stock out of portfolio. It has done very well and now makes up 9%. Holding for the long term, but wondering if I should continue to ride the wave or sell 2% and buy another tech stock. Hard to sell when it keeps climbing. If so what tech stock. Right now I do not have syz. T as always you guys are the best.

Q: Engh has moved nicely in the past couple of weeks. Is there some explanation for this movement and your projections for this stock would be appreciated
John

Q: I currently hold all stocks in the Balanced Portfolio. I have a 3% position in CLS, ATD KXS MX NFI SJ SYZ and WCP. ALL THE REST ARE AT A FULL POSITION.

I HAVE TRIMMED DOWN MY HOLDINGS AND NOW IN A POSITION TO MOVE TO A FULL POSITION ON ALL THESE STOCKS. OF THE NAMES MENTIONED WHICH ONES ARE PRIORITY TO TOP UP?

THANKS IN ADVANCE, YOUR SITE IS IMMENSELY HELPFUL.

KC