Investment Q&A

Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?

Q: What are your thoughts on CAE earnings?

Thanks for the great service

Q: Would you have a good proxy for CAE (I own AC), CJT, MX,MPW, CRWD for a tax loss or should I just wait for the stocks to recover?

Thanks for your service!

Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.

Q: If you held CAE and CJT would you stay with them or buy another industrial stock with the same or better growth profile in this environment? If so, which stock would you recommend?

Thanks for your service!

Q: Hello Peter,
I am looking for potential double in the next 3 years or so.. which stock do you think has the highest probability ? Much appreciated.

Q: These companies are possible tax loss candidates this fall. Which are most likely to be the best choices for a rebound over the medium term (one - three years)? Please grade accordingly: most likely to rebound (best to worst); potential upside (highest to lowest).

John

Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?

Thanks for the great service

Q: In a diversified portfolio currently hold CAE and thinking of switching to riskier ATA given dismal outlook for former and after it cut its dividend. Still need to increase my industrial holdings and CAE is my only aerospace subsector holding. Other industrials are WSP. TRI, TFII, BBU, BBUC and BAM. Your views?

Q: How many years do you think it will take for CAE’s stock price to move back to its previous $40 high. Thanks … Cal

Q: what do you think about starting a part position in CAE at todays price?

Q: I was thinking of selling my holdings in Paychex based on short term price target upside and purchasing CAE which seems to be selling at a discount with recent insider buying by Elise Eberwein one of their newly appointed directors. Your thoughts on this? And how much stake do you put into seasonal investing? What do you think of the people and website running equityclock?

Q: What's up with CAE dropping this morning? I am planning on buying the dip in my RRSP for long-term holding - any problems with this plan or suggestions for a better name in this sector?

Q: Hi 5i Team,
Pls comment on CAE earning, are you still confident on its future?
Would you still think it is buyable?

Thank you as always.

Q: I will have to raise cash by December 30th for a mandatory RIF withdrawal. I will sell from this group of stocks. I assume it is better to retain the stocks with the highest growth potential. So in what order would you sell?

Thanks for all you folks do. You keep me a confident DIY investor... especially during troubled times.

David

Q: CAE looks to have a roughly 50% revenue split from civil aviation and defence - would you consider it comparable to Raytheon without having to be exposed to currency conversions via buy/sells? Thanks

Q: Re: CAE. Has there been any explanation for the delay in issuing the financial statements other than that the auditors needed more time? What were they struggling with?
Thanks for your thoughts.
Ian

Q: Gentlemen

What are your thoughts about the current quarter?

Q: What do you think about CAE postponing their earnings release because of Auditors. Have you heard anything more about this. I'm thinking the chances are high that this will be bad news.

Q: Taking into account their current valuations, and their individual company risk, could you please rank these stocks in terms of overall risk from high to low for a 2 year time frame:
LSPD SHOP NBLY TOI NVEI WSP CAE TIXT GSY

Thanks for all your work!

Mike