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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 would like your opinion on MSI going forward.
I have owned MSI in my TFSa for several years now & it has done very well, however how does it compare it to another industrial companies such as CAE going forward. Some parameters of comparison that would interest me would be debt level, holding up in a recession, insider ownership.
If you think a switch from MSI would be advantageous at this point are there other companies that you would recommend over CAE?
Read Answer Asked by jane on August 13, 2019
Q: I've got some cash in my RSP I would like to put to work. How would you rank the above to top up from a half weight to a full weight position, (Strongest to Weakest). I am growth investor with a 5 to 10 year timeline.
Thanks and hope you are enjoying your summer.
Greg.
Read Answer Asked by Greg on August 13, 2019
Q: Could I get your thoughts on Surge. Seemed their latest financials were pretty good. I appreciate the sector is out of favour but todays stock prices for Surge seem to be extremely over pessimistic. You would think oil will still be a very necessary commodity for many years to come. So are we looking at some algorythm or something fundamental which I missing to cause the downward spiral this company seems to be in?
Read Answer Asked by Phil on August 13, 2019
Q: You had recommend these stocks back in March when I had asked for some growth names for 2-3 year old. Unfortunately I did not pull the trigger and Both stocks have run up a fair bit. Is this still a good entry point or perhaps wait for a general market correction for go easy and BOYD. Also thoughts on Spinmaster to initiate a position. Thx
Read Answer Asked by Aleem on August 13, 2019
Q: Hi 5I,

After listening to the call today, it appears that the lowered forecast is due to the capex spending in the US in order to ramp up their business in PA, NJ and 2/4 other jurisdictions would this not be considered a reasonable expenditure to open up a nascent marketplace such as the US?

Do you view the call any differently, and has the business fundamentals changed that much to warrant the beating in the stock. If anything, I am looking at taking another bite at this low valuation.

Your thoughts?
Read Answer Asked by Kelly on August 13, 2019
Q: I have been rebalancing my portfolio over the past six months, reducing financials and energy and increasing utilities, telecoms, and US technologies ( all in companies you have been positive towards). I remain overweight financials, with Canadian Banks and insurers. I do have a very long term horizon, say 25 years, so if history and my nerve holds, my wife and I should have the desired dividend stream and a decent shot a capital gains over time. However, after reading yet another “we’re all gonna die” column from Dave Rosenberg, it made me wonder if I shouldn’t continue my shift and sell down more financials and increase in sectors with strong dividends that might better weather the storms that may or may not be imminent. What are your thoughts?
As always, I value your opinions. Thank. You.
Read Answer Asked by alex on August 13, 2019
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