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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: Is it possible to quantify the impact of the Nissan contract? The news release didn't include any financial details, but one would presume that Nissan's worldwide supply chain is substantial. Nissan's decision may also expose Kinaxis to an even broader international business audience. Nissan also said they "see this as a long term relationship between our two companies." I have a 1/3 position currently, as a much lower price. Also considering the recent pullback, would you step in for another 1/3 or more at this time?
Read Answer Asked by David on June 28, 2017
Q: I have small positions in High Arctic Energy Services and Trevali Mining as well as little idle cash in the TFSA. Which of the two would you recommend I add? Or is it better to get rid of one and have a full position in the other? If so, which one?
As always, appreciate your advice.

Rajiv
Read Answer Asked by Rajiv on June 28, 2017
Q: If you had an additional $20K to invest, which 3 companies would you consider that are not currently in your balanced model portfolio?
Read Answer Asked by Eric on June 26, 2017
Q: I own equal amounts of both of these shares (1% of my portfolio).

BDSI is performing well and owns a non-opiod painkiller (BELBUCA) that just received approval from Health Canada. They need a contact in Canada to sell/distribute it. Is this the sort of thing that Knight would facilitate?

Palladin used to sell BDSI products but recently returned that portfolio to BDSI to focus on other areas. BDSI now sells directly in US.

Cam.
Read Answer Asked by Cameron on June 26, 2017
Q: Hello Peter,

I am planning on making a 30% capital contribution to my stock portfolio. With my holdings predominately being the Balanced Equity Portfolio, which stocks are OK to add to given the latest market activity and specific company outlook, regardless of weighting?

Thanks,
Angelo
Read Answer Asked by Angelo on June 21, 2017
Q: Hello 5i

I'm thinking of selling both MDA and EFN (down 30% on each), and consolidating them into MAL. Do you think this would be a good switch? I understand that EFN is unrelated to the two others, but it's a small holding and I would like to consolidate it into a more attractive name.

Thanks,
Jordan
Read Answer Asked by Jordan on June 20, 2017
Q: Hi guys.
Feeling a bit deflated. I joined pretty recently and decided to take a chunk of cash and put into your highest rated stocks above. In a short couple of months I am down almost 10%. Every one has lost money. Are they still all in favour. Do I just plug my nose and wait? Also, I have some short term cash I need to park. Was going to put half in Apple with the recent pull back....thoughts? Any other ideas for a two month hold?
thank you
Read Answer Asked by Brigid on June 20, 2017
Q: About a month ago, a member asked about the above companies, and you responded that you considered PBH riskier (although not *that* risky overall). In light of the AMZN move, do you still consider PBH riskier? I hold L, should I switch to PBH? For longterm, hopefully indefinite hold. Thank you.
Read Answer Asked by Walter on June 19, 2017