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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: 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
Q: I own each of these companies in my RSP and have done very well on all three over the past year. A couple of months ago, I trimmed my positions in CNQ and SU as they had more than doubled. With the recent sector pull back, I'm now considering selling some Parex and redirecting the proceeds to Suncor.
It seems Suncor currently has a number of positive catalysts which may result in it outperforming Parex over the next couple of years. Both companies have a similar beta and yield, with SU having much more diversified operations.
Exclusive of position weightings, your thoughts on this strategy please.
Thanks, Rick
Read Answer Asked by Richard on July 21, 2022
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