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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'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!

MED, NVEI, AC, LUN, EGLX, U, AT
Read Answer Asked by Keith on July 29, 2022
Q: Growth focused investor, high tolerance for volitility, trade very little, seems buy and hold works much better for me, except in the above mentioned stocks. I'm down 50% or more in them all. Stocks are held in either TFSA or RRSP. Considering getting rid of one or all, reentering LSPD? If you were selling, what stocks and what order?
Read Answer Asked by Charles on July 29, 2022
Q: shop reported this morning. call is still to come. 5i continues to endorse it as a top growth pick but price continues to fall. looking from a macro view, is 5i trying to catch a falling knife. for those who followed your recommendation many months ago, its been a terrible ride down. after call, I expect 5i to remain positive and endorse buying at these new lower levels. Can you explain why shop is so special and warrants all this positive attention. The ceo was touted as a strong point but he admits he got things wrong. I'm fortunate I bought very early, sold most but still hold a small position. my confidence with shop and 5i grows thin. looking for comments after call. sell, hold or buy?
Read Answer Asked on July 27, 2022
Q: TK on July 26 (I saw this on the 25th) questioned you about SHOP saying he didn't want to throw good money after bad. You advised you added it to your portfolio indicating it was a buy. I seen this prior to buying it on the 25th at $47.9 and on the 26th in the morning it was down under $40. I assume you follow this stock quite closely as it seems one of the more popular stocks you deal with, Was this so well hidden by the company that even Sherlock Holmes would not uncover the issues they were having? Thank you,
Read Answer Asked by Dennis on July 26, 2022
Q: Thanks to your wonderful Portfolio Tracking and Analysis, I know that Energy makes up 11.07 % of my portfolio. Your statistical recommendation is that energy should be 5 % of my personalized portfolio. In order of rate of return, I have Tourmaline Oil, Enbridge, Whitecap, Suncor, Athabasca and Tamarack Valley. I am more heavily weighted in Tourmaline and Enbridge but my question is twofold. Am I really overweight in energy at this time and if so other than trimming from my two big winners, which two or three companies would you eliminate to pare back closer to 5%? The proceeds would go to buying ATD.b and Loblaws. Thanks for this wonderful service.
Read Answer Asked by Dennis on July 26, 2022
Q: I am overweight in these 3 companies. I need to raise some capital by selling some of the shares from one of these 3 holdings. What would be your recommendation? It will not significantly affect my diversification.
Read Answer Asked by jacques on July 26, 2022
Q: So I had SHOP at a full 5% position in my portfolio and now with all the carnage it's less than 2%. So my question would be - does it make sense to average down from the ridiculously high price I paid to bring the position up a bit or just let it grow back (if ever)? Am I just throwing good money after bad in trying to make up the loss? I do like SHOP and intend to hold it for many years. Thanks!
Read Answer Asked by TK on July 26, 2022
Q: Hi there,

I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.

Thanks!
Read Answer Asked by Michael on July 22, 2022
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