Investment Q&A

Q: Tough to perform better than market when stocks get crushed like this. Are these turns or over-reaction?

Q: Kindly give us your take on the Q3 results just released. As well please comment on the guidance for the year and the sustainability of the dividend.

Q: Would you see a switch from NFI to GDI as worthwhile right now for a growth-oriented portfolio? Also considering TFII.

Q: Regarding each of the above,please advise if you consider each of these dividends is safe and also if the dividend tax credit applies. Thank you.

Q: I am a retired, conservative, dividend income investor and have 1/2 to 2/3 positions in each of these securities. I trim-add to my stocks when my asset allocation needs adjusting (recently topped up BCE, BNS). I am considering topping up these 4 stocks, but am fully aware that Tax Loss Selling Season will soon be in full swing. Having said that, all 4 of these stocks have already been beaten up a fair bit.

I know you are NOT a market timer, but does your crystal ball foresee further downside as we work our way through the next 2 months of Tax Loss Selling? Using TCL as an example, you just added 1% to your position. I am sure you must have had quite an internal 5iR discussion about "when" to add that position vs. your 10% cash position at that time and the need to deploy some of it. OR...is it as simple as...this stock has been beaten up so much, it has excellent value now, we know we can't time the bottom, so let's just buy it now?

Thanks...Steve

Q: Would be a buyer of NFI at this time or wait until December?

Q: I have substantial capital gains on both these securities in both my cash account and in my TFSA. I propose to make some transfers in kind from (in Dec.) and to (in Jan.) using the holdings in the cash account. I would like to sell some of one or the other of PKI or NFI from the cash account now and use those proceeds to buy the other in the cash account. The question is -- of these two, which do you think has the better prospects over the next 24 to 30 months? I appreciate that I'm dealing with different sectors and will keep my diversification in mind. Thanks for your thoughts, they always help. Bill

Q: What's your view on the NFI announcement last night? Thanks.

Q: Considering tax loss selling NFI and TCL (and possibly ALA) then waiting 30+ days to rebuy. Using TurboTax, the loss saves me 15%. Does your crystal ball foresee any quick rebound potential for these 3 stocks that would cause me to rethink this strategy? Thanks...Steve

Q: With the recent sell off, have any of the above stocks (contained in either the Income or Balanced Portfolios) reached the stage where you would call them "table-pounding buys"? In other words, has the market overreacted and the pendulum has swung too far?

Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.

The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve

Q: Hi.

What companies are good investments for the short and long term now that the NAFTA agreement is negotiated? re DOO, MG, NFI. Also, how about PBH for a long term investment? Which Gaming company has better growth potential between TSGI and GC?

Thank you

Rob

Q: Which stocks are you recommending in the Industrial space that have been beaten up and have growth potential? Thanks for your service.

Q: of all the companies listed, I currently have the same percentage of holding that is in the 5i portfolio. Which of these stocks would you be comfortable buying today and making it a 4-5 % holding as I have some cash and would like to average down. I am a young investor with a long horizon as these stocks are all in my RRSP.

Thanks

Q: I assumed, along with some of your earlier comments, that the NAFTA resolution would provide some relief for stocks like NFI. It's concerning when a stock should be behaving better, but doesn't. . Any idea why the continued downward pressure? I know you will advocate continuing to hold, however, do you have a very strong conviction with NFI? Thanks

Q: i agree the industrial space in canada has been beaten up for too long.
what are your 3 favorite names.dave

Q: Hello Peter and all at 5I. After reading your last post which stocks in the industrial and energy space would you suggest. Thank you Barbara.

Q: just wondering which 2 out of the group would you suggest for tax loss selling?

Q: Hi Peter/Ryan,

I was holding off buying MG and NFI because of NAFTA disagreements. Now that it is a done deal is it a good time to buy these stocks or future recession may have a bigger impact on the auto sector. They are trading close to 52 week low. Magna has dropped by almost $10 since July.
Appreciate your advice.

Thanks
Ninad

Q: What Canadian stocks do you recommend picking up with the new nafta agreement?

Q: Reportedly US & Can have agreed to a NAFTA framework.Please advise the top 8/10stocks that benefit the most(starting with the best).Thanks for u usual great services & views