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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 Team
I have the above industrials trying to reduce the amount of my positions. Which of the above would you suggest I sell? Also need to increase allocation which would you suggest I add to? Thank you. Heather
Read Answer Asked by Heather on May 16, 2019
Q: My question from yesterday must be lost due to time out. Hardwood Distribution is off its 52 weeks highs, due to soft results, last quarter and possible short term impact on its China imports (11%) of its sales as a result of 200% anti-dumping import levy. Company's last NR did say that it has been positioning for past 12 months to replace the sources. I am planning to take a small position in the company to gain a stable name exposure to residential construction sector ( with large US exposure). HWD also has a solid dividend record. What are your thoughts on the company and its current valuation ? Thanks
Read Answer Asked by rajeev on January 10, 2018
Q: Share price of Hardwoods Distribution fund has softened over past 2-3 months and is off its highs. Recent quarterly results were not staller. Company has also disclosed percentage of its China imports related business (subject to Trade dispute identified by US for dumping by China) to be 11% of its overall sales, but NR also said that company has already been preparing to replace these sources, over past 1-2 years and the impact is expected to be minimal. What is your view of the company with respect to its current valuation, prospects and choice as a safer name for investment in lumber/home construction sector, at present levels ? Thanks
Read Answer Asked by rajeev on January 09, 2018
Q: Good Morning,

I would like to add a couple of mid cap growth names to my portfolio for a 2 - 3 year hold. Without regard to sector how would you rank ECN, HWD, MX, CJT, DIV and ZCL? Any commentary is most welcome.

Thanks as always,

Dennis
Read Answer Asked by Dennis on October 13, 2017
Q: My original small % positions have become a problem - HWD is up 130% down to OSB (finally) +25%. Would you sell some of each or do you have a preferred listing of keepers?
Thanks for the service.
Read Answer Asked by James on July 04, 2017
Q: Could you please give me your take HWD's 4th quarter results and their outlook for 2017. they do talk about the possible ramifications of possible or probable Trump trade changes as a headwind but with most of their product and biz still in the USA the future still looks good to me here.I hold about a 2-3% position in my tfsa and rrsp (up about 15% on hwd). Do you consider this worth holding or maybe moving on.I have a well diversified portfolio holding many of 5i's recommendations. I'm not sure how the market will react to the results on Monday, if it dives I am considering adding a bit and if it spikes I may trim a bit. I do like the fact that it is not widely followed and very few shares out and I do plan on holding it for at least a couple of years. Looking forward to your take on it.

thanks Tom
Read Answer Asked by Tom on March 21, 2017
Q: Starting a new portfolio of higher risk stocks to offset my more strategic long term investments. I have listed several juniors that are either in your Growth Portfolio or have been lately receiving considerable attention. Would appreciate your comments, order of preference & recommandations. Please deduct whatever number of credits you feel appropriate. Thank you.
Read Answer Asked by Robert on October 03, 2016
Q: Hi Peter,
I find your website very useful. Kindly give five strong buy stocks from your Target price data list to invest in 2+ years.
Thank you,
Read Answer Asked by kaushikbhai on August 02, 2016
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