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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: Follow up to your reply from my last question. we will max out our TFSA as you suggest. In the past we used our RRSPs in to invest in our business, so we have zero RRSPs. would you suggest placing any in them? We will continue to have income from our business after "retirement age" we intend to live in and operate the business as long has health allows. My though was that RRSP will at to the income tax load when it becomes mandatory to start withdrawals.
Read Answer Asked by Lorne on March 05, 2019
Q: Hi, Transcontinental Inc was added to Income Portfolio in June, 2018 at $31.58 for 4% position and later beefed up by additional 1% in October. The thesis was a solid dividend yield of 2.50%, high growth expectations based on transformative Coveris acquisition and a low PE multiple. Stock, however, failed to perform as expected and price fell off the cliff within a short period and never recovered since then. Two subsequent quarters have been disappointing and Coveris integration ( acquisition closed May, 2018) is nowhere in sight. Management has also not been able to address the issues and market concerns, effectively. Company legacy business is already declining. Most analysts have cut their estimates and price targets drastically. One analyst also commented that due to these issues, compnay may even lose some contarct renewals and recurring revenues. Even if we are optimistic and Coveris acquisition issues are resolved by end of 2019, it could take another 2 years, before stock goes back to $31.58, in order to just recover our principal.
So, while the stock is trading at a low multiple and company just increased its dividend 4.6%, keeping its tradition, is it worth the wait (and take the risk) or there are better opportunities to use our capital ? We have gone through a similar scenario with TSGI, only worse and in that case even after almost a year and 55% loss, there seems to be little hope. Thank You
Read Answer Asked by rajeev on March 05, 2019
Q: Three stocks, one question. I purchased MedX long ago for pennies and have watched it climb a nickle. Recently purcased Mogo Finance & People Corp. Would sincerely appreciate your review of these stocks and thoughts going forward.... Thanks!

Bruce
Read Answer Asked by Bruce on March 05, 2019
Q: Dear 5i
When i look over the summary page for an ETF at Yahoo finance and Morningstar i see many stats on the ETF including but not limited to 12 month yield and expense ratio .
Firstly is the stated yield on that summary page generally net or gross of the expense ratio ?
Secondly whether its Yahoo finance , Morningstar or the free version of Bloomberg the yields and expense ratio numbers largely vary . Whats your recommendation for which site to use to more accurately reflect the real numbers ?
Thanks
Bill C
Read Answer Asked by Bill on March 05, 2019
Q: Hi Peter
I have a 5% Cash position in my RIF / RRSP not needed for a Year
As both companies had significant drops recently, would this be a good time to add to a half position in each??

Thanks, Peter
Read Answer Asked by Linda on March 05, 2019
Q: At the present time I have a full position in Kinaxis, Constellation Software, and Shopify.
All 3 are in a non registered account. CSU and SHOP have done very well but KXS has been falling over the past year and I was wondering about selling it and buying one of the other 4 that I have listed. I am looking only at growth over the next one to two year time period. My risk tolerance is moderate to high. Which one would you suggest and why. Or would you just stay with Kinasix. Please deduct as many credits as you see fit. Thank you, Ian
Did
Read Answer Asked by Ian on March 05, 2019
Q: At the present I have a full position in SHOP and CSU. I would like to add another full position to my technology sector. Which to the above 5 stocks would you suggest for
growth only for a 1 to 2 year holding. My risk tolerance medium high. Could you please rank them from most growth to lowest growth and your reasons. Please deduct as many credits as you see fit.
Thank you Ian

Read Answer Asked by Ian on March 05, 2019
Q: CJT: I have an unrealized gain of 996%, yes, 996%. I bought it at $7.70 and it's currently at $84.40. Most of your comments are positive about this company, except regarding the debt level. Do you see any issues or concerns to continue holding this stock for years to come? In a case like this massive gain, it is better to take at least some profits?
Read Answer Asked by Helen on March 05, 2019
Q: I am slowly building up my TFSA each year by withdrawing funds from my RRSP.I am 68 and often make 1-3 trades per month,sometimes not trading for months.
In 2017 I had a return of 41%,then lost 17% in 2018.My balance today is about $72,000.Do you think the CRA would treat me as a trader and tax me accordingly.
Read Answer Asked by Allen on March 05, 2019
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