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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: If you have lots of questions in the queue, this can wait, no rush.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.
Read Answer Asked by Luc on November 14, 2018
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
Read Answer Asked on October 09, 2018
Q: Morning guys:
I have a cash trading account. I need to put some names in a tax free savings account. Looking at the above names . Can I sleep at night with these names for tax free accounts. Thanks for your great work.
Best in the business boys.
Mark.
Read Answer Asked by Mark on September 17, 2018
Q: Hey guys,
I am a big believer in a healthy corporate culture being one of the keys to running a successful business long term. Having strong leadership, as well as a desire by employees to come to work and be proud of being part of the company, and a management team that is focused on the long term and not quarterly results or analyst expectations.
Do you know any canadian companies that meet or exceed this criteria?
Thank you
Read Answer Asked by Ryan on August 29, 2018
Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU
Read Answer Asked by Kuldar on August 27, 2018
Q: I have Richard's packaging in my portfolio the past 3 yrs.....Its a Very reliable stock, pays a good dividend. Great for my portfolio. I can put this stock in a drawer and not worry about the day to day price fluctuations.....

Can you provide at least one or two sleep at night stocks like RPI.UN I can stash away in my portfolio.......Can be either U.S or Canadian.

Thanks
Read Answer Asked by David on August 27, 2018
Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.
Read Answer Asked by Brad on August 17, 2018
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