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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: Since inception, across all the portfolios, was any healthcare company that was sold with a profit?
Read Answer Asked by Marios on December 09, 2021
Q: Good morning,
Tax loss selling season has arrived and looking at my non registered portfolio I see that PKI is significantly below my purchase price and while I still like PKI for the long term, it is a candidate for tax loss selling this year. I would appreciate your thoughts on:
Q1. Selling PKI and replacing this holding with ATD
Q2. Selling PKI and purchasing ATD as a proxy until I'm able to repurchase PKI in 30 days.
Q3. Recommending another stock or ETF to purchase following the sale of PKI
I thank you and look forward to your thoughts and sage advice.
Read Answer Asked by Francesco on December 09, 2021
Q: In your answer to Rob today you state 'we don't think the company has really done anything 'wrong'.'

You've looked closely at the report and earnings now. What do you 'really' think the company did? Please speculate on what you feel went wrong. If the short report wasn't completely false, what did it maybe get right? Were mistakes made through omission? Were they simply growing too fast or playing a little fast and loose with the rules? No doubt there is a trade here but is this a company and management that you still have the same long term respect and confidence in as 6 months ago?

A past short report on SHOP has been mentioned on several occasions as a comparison. Did the management at SHOP make similar mistakes, if any, and is this par for the course? Or is this situation with LSPD different?


thanks, Mark
Read Answer Asked by Mark on December 06, 2021