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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: Good Morning
Magna and Exco make up about 9% of my registered account. I would like to add New Flyer based on your comments. Would you endorse a switch from XTC to NFI? Do you see NFI as auto related? I am concerned with my sector exposure.

Thank you
Read Answer Asked by Marty on August 05, 2016
Q: Hi Peter and 5i Team.

I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.

Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)

Thanks,

Scott
Read Answer Asked by Scott on August 04, 2016
Q: I am considering selling Badger to buy New Flyer Ind. as I believe NFI has better prospects over the new year or two. Would you agree? There is only a small capital gain on BAD and the portfolio is otherwise balanced.
Read Answer Asked by jacques on July 19, 2016
Q: Hell 5i team,
We have all dropped the superlatives regarding your excellent service,because of getting used to it, but we still believe you are great, even though we don't mention it as much!
I have two questions here, really. I have Stella Jones and Stantec in my TFSA and I have been wondering whether it is worth it to sell them and buy something like New Flyer there and putting these two in my margin account, obviously because of growth potential. How would you see this move?

Also, in an answer this morning you put PG in health care. Is that because it has enough of a health care business that you could classify it that way? On Morningstar it is classified in household and Personal products, I think.
thanks
Read Answer Asked by joseph on July 12, 2016
Q: Peter and team:

I am currently down about 20% on TFI in a well balanced long term hold portfolio.
I am considering cutting my losses and buying NFI. Would you consider these in the same "sector", and what is you opinion of this switch.
My concern is how much upside is left in NFI. I have owned it in my kids RESP and done well (2.5x), but am wondering how much "growth" is left.

Than you as always for a great service!

Phil
Read Answer Asked by Phil on July 08, 2016
Q: I am looking at these 4 stocks for a combination of growth and income. Do you see any problem with these or do you have a better suggestion? Also, do you feel now is a good time to buy or would it be better to wait until summer is over?
Read Answer Asked by Alan on June 23, 2016
Q: Hi, It appears from recent comments that you like this company a lot and it will be a favorite addition to your portfolios, when possible. I had a 4% position ( purchased at $37 and $41.50), but decided to trim over past 2 weeks. I believe that company has a solid growth profile for next 5 years, specially in municipal buses segment in US. They continue to receive large orders. But I am not sure of the recent purchase of motor coach business and its future prospects (could you comment pls). In addition, my other concern is insider selling. Coliseum Capital (L. Adam Gray) the 2nd largest shareholder of the co. has cut their holding by at least 25-30% over past 6 months and continues to do so, as recent as June 10 (243,300 shares @41.01). I think this could be a reason for stock unable to move out of $40- $41.50 range, for past several weeks, despite a very strong quarter and promising outlook. I would appreciate it if you could share your thoughts and is it prudent to wait to add to this stock . Thanks
Read Answer Asked by rajeev on June 20, 2016
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