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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: Hi Gang, good news is I sold most of the above with gains except for COV and KXS, looking closer if I did not the losses would put me in big trouble, over 40% for most of them from the high, I know that 2018 was not a stellar year but I'm 65 years old and can't wait 5 years for these stocks to come back, do you have any thoughts on how to get out before a stock takes a 40% haircut, is a 8% or 10% stop rule help or perhaps farther out. Thanks Anthony
Read Answer Asked by Anthony on March 11, 2019
Q: In light of the recent price increase and news, do you think there may still be some growth potential in the company and that dividend is sustainable. If not, what other companies might you recommend in the sector?
Read Answer Asked by Colleen on March 04, 2019
Q: I hold NFI -2.0 % weight, PHO-1.7 weight and SJ -2.9 weight. I am under water all on 3 of these stocks in my TFSA and if I was to increase the weight , should I increase all 3 or just NFI and PHO to a 3% weight.

Thanks
Read Answer Asked on February 19, 2019
Q: Hi 5i, I own CSU,COV,KXS, PLC (-3%), and PHO (-12%), however overall I'm 30% up (thank you), I have an extra 11K to add to my TFSA, would you recommend 1 or 2 stocks to complement my tfsa holdings. I'm 3 years away from retirement, medium risk. Would you get rid of any of my holdings?
thank you
Read Answer Asked by Fernando on February 19, 2019
Q: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.

Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
Read Answer Asked by Bryan on February 07, 2019
Q: Good Morning 5i,

Looking for a bit of guidance in adding to my CDN portfolio. Bit of a long-winded question so please deduct credits as appropriate.

I have 27 positions. The smallest positions are at about 2.75% (FTS, NTR) and largest are at about 6.5% (ENB, BNS).

Sector Allocations as follows:
Financial - 20%, Energy - 20% (almost entirely midstreams/pipes - ENB, KEY, IPL - Vermilion is the exception), Industrials - 12%, Materials 5.5%, Cons. Cyc - 7%, Cons. Defensive - 3%, Telco - 8.5%, Utilities 14%, Healthcare - 4%, Info Tech - 5.5%

Holdings are almost all 'boring' names, dividend payers/growers even though my risk tolerance is high and we are in our late 30's with no intention of touching this portfolio for decades. There are a few growthier co.'s in there that have come from your suggestions - GC, KXS, SIS, for example.

We have funds for 3 new positions - 2 in cash account, and 1 in a TFSA after contributing this year's limit, each position worth roughly 3.5%

I've been leaning towards BAM, as an all around well run company and exposure in things like real estate and infrastructure that is currently not in this portfolio.

Can't settle in on the other 2 positions, although my sector allocations scream at me to add more Technology. I simply cannot figure out what would be good buys here - I keep going back and forth in my head between growth options (PHO) and more boring options like Evertz.

Can you give me your opinion on this? First of all on whether (based on my current allocations) I should be looking at tech or somewhere else. Second, on the specific names to recommend (given a timeline measured in decades). Third, on the addition of BAM? Finally, on where you would add the positions (TFSA or CASH)?

Again, multiple part question so please deduct as appropriate.

Thank you so much,
Ryan
Read Answer Asked by Ryan on February 04, 2019
Q: Hi team,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%

Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.

Thank you
Read Answer Asked by Rino on February 01, 2019
Q: Good Morning,
I have narrowed down my decision to buying either COV or PHO for my $6000 TFSA contribution this year. I don't need the money for years into the future and risk is not an issue. I like both very much but wondering what you think for maximum growth? I think PHO is more cyclical and if we do get into a recession in the next 2-3 years it could take a pretty big hit. However, Covalon being in the medical supplies industry I would think it would hold up pretty well during a recession? What would you buy to maximize growth over the next 10 years plus ?
Thanks
Read Answer Asked by Chris on January 27, 2019
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