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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: HI Peter
The numbers for the quarter were good from revenue but not profit, but the longer term numbers were good. Also, i would think for an emerging company, the revenues should be the focus, but I am assuming the market will bring it down like the rest of the cannibis stocks. What do you think of the numbers and do you think Canntrust looks good in comparison to others? Thanks
Read Answer Asked by umedali on November 15, 2018
Q: A large part of my US holdings is SPY which I like for its broad market exposure and liquidity. While SPY is in my non-registered account, in my registered account I hold HDV for the higher dividend and to shield the dividend from withholding taxes. Does this strategy make sense? I ask because I am trying to reduce my total number of holdings and would like to consolidate wherever there is any overlap. Right now my annual tax rate is close to $0 and I won’t really be needing to draw any dividend income for at least another 5-10 years. Does consolidating these two into one make sense and if so which would you prefer?
Read Answer Asked by Steven on November 15, 2018
Q: My investment strategy has been 1st to buy good companies. I accept that there will be volatility in the short term but believe that in the long term good companies will perform well. I am retired and this has worked well for me and your advices have helped to direct me to good stocks that I would not have found on my own.
The last 6 weeks have been challenging from an emotional investing standpoint. But I have been through this before and the best action for me has been to stay the course.
Often I like to take some opportunity in this down market and I find I often jump in too early.
I like PBH, hold 2 % and think it would be a good long term hold and am considering topping it up 1%. I hear this “capitulation” term used when a stock has hit the end of its fall. With a specific stock is there a “formula” that defines this capitulation point. If possible can you reference PBH as an example?
Thanks John
Read Answer Asked by John on November 15, 2018
Q: If Kinaxis reported some sales slipped outside of Q3, have analysts adjusted these numbers into Q4? I'm probably simplifying things here but in the next quarter if the market has settled and the results affirm this slippage then would the stock price increase? I like this company and can't help to think this price dip is a huge opportunity for those who can wait?
Read Answer Asked by John on November 15, 2018
Q: Allocations in my Balanced portfolio don’t match recommended % in the 5i model:

Above: TSGI by 3%, PKI by 8.1%, BNS by 4.4%, WSP by 1% , CCL.B by 1.7%

Below: TOY by 1.8%, ENB by 1.1%, AEM by 1.2

Don’t own GC, CLS, SLF but Telus with 1.6% allocation. SLF own in Income portfolio.

% for all other stocks in my Balanced portfolio do match 5i model. My Balanced portfolio is for 5 years or longer hold, currently at -17.6% loss.

Would you be recommending any changes to my allocations considering current prices / market conditions? Thanks in advance for your valuable opinion.
Read Answer Asked by Hali on November 15, 2018
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