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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: I am following the BE portfolio. In tech, I already own Constellation and Kinaxis. If I want to add to technology, which of AVO, CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Thanks!
Read Answer Asked by Jean-Bernard on January 25, 2018
Q: Hi Peter,

SIS has grown to about 9% of my portfolio from an initial 6% and wondering if you think there's any more upside? My full positions are 5-7% so wondering if I should continue to hold or trim my position?

On the other hand GUD is down 20% and wondering if I should add more here or start a new position in CLS (I'm low on tech) if I do trim SIS. All of these are/will be in my TFSA.

Also, wondering about ECN, what will it take for it to break out above $4? It seems to be stuck below $4 for a long time now. I hold this in my RRSP.

Thanks for your advice as always.
Read Answer Asked by K on January 15, 2018
Q: This list of companies from the Balanced Portfolio were all beaten up a bit last year. Which of these do you now consider buying opportunities? Are any of these on your list to watch & discard if performance doesn't improve? If I were to add some of these to my relatively diverse portfolio, how would you order them in terms of anticipated total returns?
Read Answer Asked by Gordon on January 12, 2018
Q: In a national post article, you mentioned that this could be the year of takeovers. I know you don't have a crystal ball but what stocks do you think could be attractive to a bigger player, e.g. the acquisition of Pure by Xlem. I note that Celestica appears real cheap but doesn't move. Perhaps someone might decide to come and buy this baby. Thanks.
Read Answer Asked by Helen on January 09, 2018
Q: How would you rate the following companies for growth to buy for my TFSA??
CLS, OTEX, ZCL, VET, PLI, TV, BUS, TDG. I really appreciate your considered opinion to help me make my decision. Thanks
Read Answer Asked by Bob on January 05, 2018
Q: Need to add a full position to my TFSA. Currently own the above 5i covered stocks with KXS in my TFSA. What is your recommendation? Considering PBH, TOY, DOL.
Read Answer Asked by Chris on January 05, 2018
Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you
Read Answer Asked by Hali on December 18, 2017
Q: Knight, Celestica and Lundin Mining are all trading at close to 1:1 price to book (per the Globe). Is that meaningful at all for any of these companies? Is it a "value" indicator that suggests better days may be ahead? Your thoughts, please. With thanks.
Read Answer Asked by Chris on December 12, 2017
Q: Good Morning Peter, Ryan, and Team,
I have a bit of cash in an account that very closely tracks the "Balanced Equity Portfolio". My weightings in GUD and CLS are a bit light now due to their share's pulling back. Both stocks look cheap to me and tax loss selling season is likely helping to suppress them. I would appreciate your opinion of adding to these two names. Thank you for your sage advice. DL
Read Answer Asked by Dennis on November 20, 2017
Q: In your reply to Brenda you indicated earnings growth for CLS next year.
RBC shows 2016 $1.40, 2017 $1.23, and 2018 $1.29.
I am wondering what numbers your research shows?
Also, at today's price would you be comfortable buying or would selling a March put be a worthwhile strategy?
Many thanks.
Mike
Read Answer Asked by michael on November 01, 2017
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