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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've been self managing my portfolio for 18 months. I'm already retired but still maintain a buy and hold strategy. However I've seen nice profits disappear on some of my holdings and I'm wondering if and when it's wise to take profits. For example, my CVE stock has increased 118% and now represents 5.25% of a portfolio that has about 15% in energy. Is this a good time to sell all or a portion of CVE and invest the dough in another company or continue to hold for the next couple of years and reap the dividends?
Read Answer Asked by Robert on March 28, 2022
Q: SIS dropped 0.63 the day after Q results.Then the following day (3/25) it was up $1.05 to $17.92.The G & M reported as follows.NA sees significant long term upside with exceptional backlog,a$23.50 target price & a outperform rating. Desjardins says it is too cheap to ignore with a $25.50 TP & Buy. Any other news to prompt the big increase,& u comments.Txs for u usual great services & views.
Read Answer Asked by Peter on March 28, 2022
Q: Based on current valuations, irregardless of sector weightings, what are your favourite top 5 US growth stocks for a 10 year timeline.

Thanks,
Greg.
Read Answer Asked by Greg on March 28, 2022
Q: My fixed income holdings are comprised of - LYZ801A & MMF559.
I am with a full service advisor - up until a few years ago we bought individual bonds - then on his recommendation switched to these funds. What is your opinion on their performance. What are some alternative better performing mutual funds and ETF options or should a person go back to buying individual bonds? I read an opinion that said with individual bonds (held to term) you get the principal and interest with funds not so much. Your expert opinion would be appreciated as usual.

Thanks
Read Answer Asked by Reg on March 28, 2022
Q: Questions about Disney appear fairly regularly. The answers in the last few months remain fairly positive, but I thought to check in on your current thoughts.

I can't understand the P/E, your company report shows it at 81.9. Can you verify that and offer any suggestion why it is so high?

I wonder about some potential headwinds, including continued Covid (less travel); a recession (less holiday spending); inflation (price hikes for their theme parks + cruises); recent labour / political issues (Florida); being ahead of their sales. And who knows what else?

I am down a fair bit after buying 8 months ago and am getting impatient. I am thinking of selling my position in DIS and moving to TT, one of your long time favourites. If it were you, would you make this move or hang on to DIS. And why, either way.

Thanks much for your excellent service.
Read Answer Asked by Leonard on March 28, 2022
Q: Thank you for responding to MP and NEO. Re NEO I see no reference in their most recent reports or other published coverage to a decline in revenues over the next two years so wondered if this came up in the conference call, and if so the cause of the anticipated decline. As to current pricing while the valuation looks modest on present earnings data I do not have and would appreciate your view on the valuation of this security versus others in their sector. Thank you.
Read Answer Asked by Mike on March 25, 2022
Q: Savaria has been heading downwards for the last six months, correcting by roughly 25% from its peak in September 2021. It represents 2% of my portfolio as I am writing. I have read the initial commentary on SIS posted to the message board, and I understand that your group may still be digesting the content of the recent investor's call from earlier today.

I would like to hear your thoughts on whether it is more prudent to wait for management to right the ship, so to speak, or if better opportunities lie elsewhere. If I were to sell Savaria, which opportunities within the healthcare space would you deem worthy of investment? Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on March 25, 2022
Q: Among banks, 5i seems to favour TD and BNS, though since 2019 patient investors have done well with just about any of the Big-Five-plus-NA.

But supposing interest rates are now set to rise, won't banks tend to find a trading range? In which case, wouldn't ZWB, with its covered call component, provide greater total return? Or do its MER and trading expenses claw back too much of its income?

Interestingly, since inception, ZWB's share price seems to have done as well as (for example) BNS, in spite of the potential for its positions to be called-away.
Read Answer Asked by John on March 25, 2022
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