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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: I used to own XTC and left in disappointment - bought at around and sold at $14.70 and sold at about $15.00. In between I wasted a lot of time waiting and finally left with much gain.

XTC has really fallen on hard times of late and I just want to know if it's a good bottom fishing candidate, or there is no rush to re-enter this sector yet? MG and others are still recovering and I assume it would take XTC (a much small company) to regain its traction.

One positive thing is they did raised their dividend in the past years. Is that dividend sustainable, or it was raised in a vain effort to boost share price?

Thanks.
Read Answer Asked by Victor on December 08, 2016
Q: Hi Peter and Team,

In your answer to Helen, you said: Generally, we prefer to sell the stocks that have underperformed, preferring to keep strength rather than hope for a recovery."

Since we're down substantially with XTC, and it's held in a margin account where I could claim a tax loss, would this one be in the same category as your answer? Is XTC a case of "good company, bad stock"?

Thanks in advance.
Read Answer Asked by Jerry on December 07, 2016
Q: Hi Peter, Ryan, and Team, I need to top up my consumer discretionary holdings and already have close to full positions in the above stocks. Please recommend several possible purchases, or are there any of the stocks I already hold that could be overweight by a bit (excluding XTC)? Alternatively, since I don't have much US exposure, might there be a suitable ETF with decent growth? Thanks in advance.
Read Answer Asked by Jerry on December 05, 2016
Q: Looks like they have missed earnings again. This time on record sales they still managed to have a pretty big miss. I have owned for a year and a half and the stock has been pretty disappointing. I know you guys have been very high on this name in the past. Is the investment thesis still intact. Does this just require more time or is it time to look for a substitute?
Read Answer Asked by justin on December 01, 2016
Q: Tax loss season is upon us. Can you name 2 small caps and 2 large cap stocks that will be largely affected by tax loss selling, but have a chance for a strong rebound. Thanks
Read Answer Asked by Jean on November 22, 2016
Q: Recently a number of 5i covered stocks got hit with bad earnings. If you already own good companies like SIS and TOY which ones should the above be replaced with at this time.
Read Answer Asked by Imtiaz on November 15, 2016
Q: Peter and team:

I am down 20 to 45 % in these four names and am thinking of consolidating my portfolio and realising some capital losses. Of the four at his time, which would you hold, sell for capital loss and potential buy back, or ditch altogether.

In particular I was wondering about DRT and if I should sell now or wait until after the quarterly report which I believe is Nov. 04th.

Thank you as always for an excellent service!

Phil
Read Answer Asked by Phil on October 31, 2016
Q: Hi Gang,

You mention an expected sell-off of BOS & XTC before year end.

What would you expect the timing and bottom resistance for the sell-off of each company to be?

I would like to take advantage of the tax avoidance while minimizing my hit in participating in the sell/repurchase. I have high hopes for both entities but maybe my focus should be elsewhere?

Thank you for your input and all the great work you all do. This is a great community and I am happy to be a part of it.
Read Answer Asked by Will on October 31, 2016
Q: I am primarily building an income portfolio for retirement in 5-6 years. It will represent about 30-40% of my retirement income. Alongside this I like to invest in some equities for capital gains. My question revolves around the need for any value investments I have owned EFV for about 10 years and really has done nothing. I also own the Chou 100 and 102 funds. My question is whether or not you think to be properly diversified one should have some money in value investments. If so, what ones would you recommend.

Thank You

Paul
Read Answer Asked by paul on October 21, 2016
Q: I'd appreciate your opinion/suggestions on a few companies that a GARP (Growth At Reasonable Price) style investor should find particularly attractive currently - ignoring sector diversification.

Thank you
Read Answer Asked by John on September 26, 2016
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