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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: Wajax and Transcontinental have several things in common : mid single digit p/e, moderately high yield, relatively safe pay-out ratio, and a turnaround in earnings seems possible. Can you think of any other companies whose profile hits the 4 previously mentioned criteria. Thank you.
Read Answer Asked by JACK on January 22, 2020
Q: Trimming the herd to pay off the mortgage. Any compelling reason not to sell the above names. I have a few others on the maybe trim list if you make a compelling case to keep any of the above. Balanced growth follower.

I am heavy financial ( thus ditching rbc and mfc), wjx is one of my dogs ( offsets some of my gain on financials) and rus- tpk -wpm have gone sideways so no gain-loss on them. Gets me out pretty cap gain neutral and cleans out a bit of dead weight not in your balanced portfolio
Read Answer Asked by Tom on June 18, 2018
Q: thoughts on wjx...I own a 0.5 position, down about 30%....seem to be out of the worst, revenues on target, div at 4% ....hold for the possible recovery in oil and gas that will fuel recovery of wjx sales and margins or move to another industrial? Might need the tax loss later in the year as I sell some unregistered holdings to pay down the mortgage...but no strong need to sell.

Read Answer Asked by Tom on May 14, 2018
Q: Buying a new car and need to sell one of the following for the cash. Please list in order you would sell based on outlook for each in the next 12 month with brief explanation for each ranking. Also dumps a stock not in your balanced equity portfolio.

Read Answer Asked by Tom on December 11, 2017
Q: I have decided to pay off my mortgage, primarily because I think I have had a good run with equity returns outperforming by a good margin the cost of carrying my mortgage. Although I am not concerned about a large correction I think the risk return is swinging a bit more towards paying off the 2.79% mortgage. I will likely sell 3 or 4 of the following to do so: bbd, mal, pza, rsi, rus, tpk, wjx, dht. Please rank in order in which you would sell the companies listed, you can assume none will adversely affect my current asset allocation. I realize it is quite a mixed bag...but they are some of the ones I hold that aren't in your balanced portfolio so kills 2 birds by getting them out of my current holdings...
Read Answer Asked by Tom on November 06, 2017
Q: I'm sitting on a +/- 50% loss on both CCO and WJX and have been waiting for some sign of life for several years. Is it time to accept defeat and move on? I'm also holding on to a smaller loss on CXI. If I sell it I need to replace it with some other financial. What would you advise? Also, my CSI has grown to approx. 8% of the portfolio. Do I sell some to cover the other losses even though it's my best performer?
Thanks, Rod
Read Answer Asked by Rod on August 21, 2017
Q: Hi, I want to increase my sector weightings in Manufacturing and Industrial stocks, plus obtain some Income. I currently hold Barrick ($7K); CAE ($37K); CNR ($58K), Intel ($20K); Pfizer($17K)and Wajax ($10K). Looking to invest $40K more in this area, your suggestions would be appreciated. Thanks!
Read Answer Asked by Kim on June 22, 2017
Q: The 3 current dogs in my portfolio are Wajax ( -40%), Bomber ( -30%) and Husky (-45%). Do you see an upside to keeping any of these stocks or is it time to suck it up and move on? Wajax is paying me 4.5% to be patient, Husky not so much but oil upside, and well I think I know the answer for Bombardier.
Read Answer Asked by Tom on March 06, 2017
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