Investment Q&A

Q: Hi 5I
Normally a long term holder but with these I am a little bored.I am patient and watching them for positive news flow. My question is how many more quarters do you think is reasonable to hold on for before deciding on a course of action?

Thanks

Q: Is this getting into sell territory? Stock has been disappointing and seems on a slow drift downwards.

Your view please on outlook.

Q: Hi Peter and Staff
I know you are not a fan usually of averaging down - I sense you still like PTE and may not be as enamoured with ITC- in a basket of stocks are either of these worthy of a average down ?
Thanks for all you do
Dennis

Q: Hi guys,

I have been holding on to ITC patiently but it doesn't seem to be going anywhere? Is it time let go of it and if so do you have any replacement suggestions?

Thanks again

Q: Hi team, I have owned all of the growth portfolio since the beginning and I would like your opinion on those three companies mentioned. As you know I am down significantly. Do I sell ,hold or possibly switch ? I have about 4or 5 stocks that I started to build from the balanced portfolio.
Thank you!

Q: Hello Peter.
Just read your Post article and looked into current losses for pruning. My losses are the four highlighted.
I have a sense however that it is too early to prune the small caps(ITC, GUD and PTE) since I have held them for very short duration; not even a single earnings report. And it is likely a good idea to hang on to CGX given its monopoly position and new slate of movies generating Buzz.
I continue to hold CPG for the now 3% dividend and hope of investors returning to Canada and CPG.

Except CPG, all the losses are small $ value as I was only beginning to step into each of the small caps as they tumbled........(and all the losses are in registered accounts)

Would you allow these names to be included in the new years clean up or give them more time to let current themes run their course; current oil price movement for CPG and business execution for ITC, CGX, GUD and PTE?

Thanks
Dave

Q: Greetings from the “left “ coast .
ITC seems to be moving higher on greater volume . Is there anything new here?
Thanks
Rick

Q: Would you be comfortable buying ( or adding to ) any of these names currently and if so in what order ? Thanx Robbie

Q: I am getting tired of waiting on these to show some positive moves. Please give me your opinion if I should hold on or move on. Thanks in advance.

Q: Do you still like ITC? Is it a good time to add to a position?

Q: What are your first thoughts about ITC's Q3 results? From the management comments it appears Q4 revenues will be really strong.

Q: What is the consensus for Q3 revenue and eps ?
thx

Q: Still trying to wrap my head around the reasoning for giving PTG the boot from growth port.,but keeping ITC!!!

Q: ITC share price has been in decline since Mar 2017. They report next week. Is there anything in their fundamentals or other reason to think they are worth holding on to?

Q: ITC has been weak the past few days. It's down again today. Do you see any reason for it? Do you foresee keeping it in the GP?

Q: Are Qualcomm events relevant?

Q: Hello for IoT which of these two would you prefer to own or is there another you might like better? Thanks

Q: What's going on with ITC? Was down over 10% this morning, has recovered a little. I'm not seeing any news releases today.

Q: I'm looking for growth stocks from the Growth Portfolio that have been beaten up and are potentially poised to rebound soon and have the highest possible up side for my TFSA.

I your view currently , with the exception of ITC which I just purchased. Which other one or two would you consider right now.

Thanks

Q: I see ITC has had a nice bounce in the last few days. Any news on this or just normal small cap volatility? I know you said you were getting impatient with this name, how much longer would you give it?