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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: Currently own SIS for a few years with small capital gains and collecting the monthly dividend. Looking for more capital gains and not in need of the monthly dividend payment. How’s HPS.A looking from a valuation and it is getting closer to 1B market cap. Looking to sell SIS and buy HPS.A for some more total returns. Thoughts?
Read Answer Asked by Sal on November 27, 2023
Q: I bought GSY at its peak. Is it time to dollar cost average now or would you wait for the price to drop more?

How do you see the stock price move if interest rates stay stable until mid 2024?

Would you recommend different stocks which pay 3-5% dividend with room to grow 50% over the next 12 - 18 months,?
Read Answer Asked by V on November 16, 2023
Q: I need to dispose of a stock or two to fund my wife's RMD. Which of the above would be your first choice to sell; please pick 2 or 3 in order of least upside.
Thanks,
Read Answer Asked by Claus on November 14, 2023
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
Read Answer Asked by Andrew on November 13, 2023
Q: Savaria has had a precipitous fall and only seems to be accelerating to the downside. I am still in the black having held it a long time but am questioning if something has fundamentally changed with the company, flagging it as a "sell"? It just dropped significantly after announcing the upcoming date for its quarterly results and I can't count the number of times I have seen this happen where when the results come out it appears to confirm that there was "leak" of inside information, we will see. (On that note, I figure if 5i was a listed company, it would be classed as having a "wide moat", because it seems like wherever you look there is a dearth of people, organizations and institutions with integrity these days).
Read Answer Asked by Stephen R. on October 30, 2023
Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?
Read Answer Asked by Andrew on October 10, 2023
Q: These large cap dividend stocks have declined significantly. Would you consider them on sale now to add or purchase at these time? Eventually these stocks should recover perhaps even without cutting theirs dividends.
Thanks for your input on this matter.
Read Answer Asked by Miroslaw on October 04, 2023
Q: Hello, which would you sell between lspd, engh, sis and sangoma to buy some lumina shares for more growth long term ? The transactions would be in a RRSP. Thanks
Read Answer Asked by jean on September 21, 2023
Q: I have held SIS for a number of years and although I have enjoyed the dividend, the share price never seems to hold its momentum and drifts back to the low/mid teens where I bought it. I like the dividends but value total return more. I have never owned WELL but have followed it based on your recommendation. Can you rank the two and provide a short explanation as to your preference on the following metrics: 1) Management 2) Balance Sheet 3) Profitability 4) Long Term (5-10 yr) Return Potential and 5) Risk

I would prefer to hold just one of them.

Secondly, what is your analysis of CXI's quarter.

Many Thanks

Scott
Read Answer Asked by Scott on September 15, 2023
Q: Of these six industrial holdings, which three or four would be your favourites? (I focus mainly on the Balanced Portfolio.)

Thanks for all your insightful advice!
Read Answer Asked by Jim on September 13, 2023
Q: I’m looking at your recent comments that SIS still has good long term prospects in spite of their new issue to pay off debts. Having looked at their 7% drop I was thinking about adding to my position, but I see it is still selling at 25x earnings!
Do you think this price is justified? And would you expect there to be more price volatility up or down in the near future, ie meriting holding on for more price correction?
Read Answer Asked by Peter on September 07, 2023
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