Q: Can I get your thoughts on the most recent quarter? Would now be an ok time for someone who doesn't currently own the name to start adding?
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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Richelieu Hardware Ltd. (RCH)
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Nutrien Ltd. (NTR)
Q: Hi,
Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.
What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.
Just looking for my held to be held, I suppose.
Thanks in advance.
Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.
What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.
Just looking for my held to be held, I suppose.
Thanks in advance.
Q: Hi there, weightings and portfolio considerations aside, what BE stocks would you be most inclined to AVOID adding to today for new money? Thanks!