Investment Q&A

Q: Thanks Peter. Your services have been very educational and rewarding. Had a good year. This is my first year of subscription and I just upgraded to the full Investor suite services. All the Q&A and research reports have been very helpful. It has made me more disciplined in my decisions as well as provided greater insights to the Investment process

As the end of the year, I am reflecting on the investments done in the year. I seek you opinion to opinion some of those as under. Position size or Industry allocation is not an issue. Time horizon is long 4+. No tax consequences and have patience; there is no need to raise cash

A. Stocks with above average returns-

ATZ 62%, TOI 72%, SIS 39%, TFII 19%, DOO 19%, NVEI 49%, WSP 32%, SHOP 19%, GSY 72%, U 106%

Do you recommend continuing to hold all of them? Would you consolidate sell some and add to some?
Would you endorse Investing new fund in 1 or 2 of them at current price to go to full position

B. Under performing stocks (loss/down)-

AT 56%, CTS 8%, EGLX 40%, LSPD 8%, MRS 69%, QST 35%, XBC 52%, Well 26%, AMGN 10%

Do you still have the conviction in these stocks? If yes which are best 3 and why? Do you recommend selling some of them or adding to some of them?

Again, thanks for your excellent services and deduct as many credits as appropriate

Q: Could you compare SOFI to the business model, target market and customers of GSY. Are they in the same space, compeditours? Differences vs similarities?

Q: Hello, I own equal amounts in ATD.B. DOL, WSP, TFII, ATA and NVEI. If you were to sell 2-4 and replace them with higher growth stocks like LSPD, GSY, BAM.A, or DND, without taking into account portfolio weighting, what would you do?

Thanks,

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

Q: My daughter is starting a TFSA account with $20,000 to invest and a 5-10 year horizon. She wants a balanced portfolio with moderate risk and room for growth and dividend income. Based on some of your recommendations she is thinking buying the above combines in equal weight. What would you add or subtract from this list? Should she try for more sector diversity?

Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al

Q: I know you like those 2 companies and if I am not mistaken are in the same type of business, the major difference being the markets they are in. Which one would you side for a long term investment and do you have a preference ? Thank you

Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?

Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

Q: With all the talk about banks raising their interest rates and given GSYs recent pullback would this be a good entry point and does the bank dividend hikes help or hinder GSY.
Thanks

Q: In light of today's market action what do you see as an attractive entry point for these two stocks? Would you add to an existing position? Thank you.

Q: Please comment on earnings

Q: Please comment on earnings.

Q: What are the expectations for earnings after the bell today?

Q: Please name half dozen of your top choices for an income portfolio.

Q: Just an added point to my question. I wish to have two growth stocks for the long term for the RESP
Thanks

Q: Could you suggest 2 safer Canadian stocks to go with QSR, GSY and SLF to add to my grandsons RESP for a long term hold. Dividend would be nice but not necessary.

I'm down 20% on QSR so would you sell at this time to add to the others?

Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.

Q: These companies appeal to me for various reasons, some of which I currently own. For new money in an unregistered account, in your opinion which two would have the most pop in the near future and likely for a 3 yr hold? Thanks.

Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi