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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: Sold Cliq and Ygr today at a loss. Bought MAXR at $ 15.60. Yield of 9% ???. Would it be a good idea or sell into the strength.? In spite of their problems in the past current fundamentals don’t look all that bad. How big a problem is their debt. New arrangements with their bankers. I’m mainly a dividend / growth investor. This is my only tech stock. 3% of portfolio.
Read Answer Asked by Roy on January 02, 2019
Q: Assume for the moment that I believe that the current market has just experienced a pull back as opposed to being at the start of a longer downward trend (bear market, recession, ...).

I have about 25% of my portfolio in income generating, relatively diverse, ETFs (xhy, xpf, xtr, ...) but I don't currently need the cash flow. These fell more or less in line with the TSX - in some cases less.

I feel like now would be a good time to move these ETF holdings to solid individual companies that have done worse this year (BNS -20%, TD -18%, ctc.a -23%, etc.) and in a recovery period should do better than the ETFs.

Your thoughts on this strategy?
Read Answer Asked by Gordon on January 02, 2019
Q: Hi,
Happy Holidays. Please deduct as many credits as needed. I mainly follow your balanced portfolio, some of your other two portfolios and some US stocks etc. I just transferred my pension to a LIRA and have 30% cash to invest. With this pull back the timing might work out well. Retirement is 12 years away and my husband has pension for the fixed income portion of retirement. I plan gradually start to deploy 20% of the cash (still hold 10% cash for now) and add to all my current half positions and increase my holdings back to full positions that been beaten down such as TCL.A, DOO, NFI etc. I am not sure about adding to the following and wonder if they are a show me story or a good opportunity. Their portfolio weights have dropped to roughly the 1% range all in registered accounts with no tax loss advantage. Would you add to the following or just wait:
FB
Photon
COV
DOL
ENB
BOX
Any other stocks in your Balanced portfolio that that you would not add to at this time? Does this plan sound ok? Any other suggestions/advice
Thanks,
Kerri
Read Answer Asked by KERRI on January 02, 2019
Q: With tax loss selling at the end would appreciate your pick of approx. 5 mid cap and 5 large cap stocks that you feel could do well in 2019 and beyond. I feel oil stocks are due for a bit of a rebound and the trade tensions will ease. Your thoughts. Thanks for the great service and Happy New Year everyone at 5i. Leaning toward stocks that pay dividend with some growth.
Read Answer Asked by kenneth on January 02, 2019
Q: After some frantic selling to beat the tax loss deadline I'm now in position to re-acquire the stocks sold.

The three I intend to re-acquire are: NFI, GSY and TFII, and what order should I re-acquire them? Certainly the order of the buy back should be based on the timeline of the foreseeable share price recovery, if at all. Thanks.
Read Answer Asked by Victor on January 02, 2019
Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
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