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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: What kind of portfolio should one have to lower risks while having a good return? By having most of my investment portfolio in equities am I necessarily taking too much risk. I am 41 have a well diversified portfolio of canadian equities (all 5i recommended, mostly from model portfolio, some growth and some income portfolio stocks) and some blue chip US equities and etfs and some bond etfs. It is currently 70% canadian equities, 25% US equities and about 5 to 6% fixed income. Is this considered too agressive. The RBC direct investment website does an analysis based on their standard ratios of fixed income to equities and put me at higher risk than agressive growth profile..I am fairly comfortable with this mix and I tend to keep my cool in adverse situations..Your thoughts and suggestions are much appreciated. Thanks. Shyam
Read Answer Asked by Shyam on September 01, 2016
Q: I have sold puts on AGU 3 times and they expired worthless and I currently have no possition in AGU either equity or option.

With the current rise in price AGU technicals signal a buy. Given the large price jump and the resulting gap on the charts, would you wait till/if the price settles or would you sell another put on AGU at this level?

Thanks

Sheldon
Read Answer Asked by Sheldon on September 01, 2016
Q: I like the price chart for Brick Brewing (as well as their products :). Their stock took a 6% hit today on medium volume - can you tell me why?

Looking at their price chart for the last 6 months I see a lot of similar "down" days, which are usually followed by a quick recovery within a few days. What is going on here?

The stock has had a nice runup over the last 12 months - up about 80% at present. Do you see this stock as a Buy, Sell, or Hold, and over what timeframe?

Thank you!
Read Answer Asked by Ken on August 31, 2016
Q: I would appreciate your thoughts on the rumored merger of AGU & POT as reported this morning on BNN (Aug 30th).
Any recommendations on how to proceed (assuming one does not currently hold either company) but would be willing to open a position depending on your opinion.

Thanks in advance,
Scot
Read Answer Asked by Scot on August 30, 2016
Q: I wonder about letting your winners run vs diversification. I recently donated half of my PBH(up 300%) to charity, and it still is 5% of my portfolio. Is this an appropriate way to balance those competing ideas? I read that you can't get a "10 bagger" if you keep selling your winners, and at least some pundits think it's 10 baggers that make a portfolio a success, but surely that unbalances the portfolio? confused.
Read Answer Asked by M.S. on August 30, 2016
Q: I own TCL.A (2%) and am thinking of replacing it with either CLR, BOS or ECI. I already own 4% ECI and 3% CLR in my portfolio. What would be your suggestion.
Read Answer Asked by Imtiaz on August 30, 2016
Q: My site did not confirm that this was sent,so here again.Original take out offer was $4.50.Now increase in SIRI share proration,the value is $4.83.Do not understand(may include some share of SIRI),so please explain.Meeting to vote on Aug 30,10am ET & appears offer will succeed as the 2 major shareholders endorse & no other offer to date despite a number of dissidents as per BNN.I just want cash even though my purchase price was higher @ $7 plus.Please advise me what to do & provide a stock as replacement.Always appreciate your usual great advices & services
Read Answer Asked by Peter on August 30, 2016
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