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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 am overweight BAM.A, and investors seem to love this company. BAM invests in utility like companies which are rate sensitive. So the thesis for investing heavily in this company has to be low rate/free money environment for considerable period (at least a decade for the long term holders). What are your thoughts? Thanks.
Read Answer Asked by Rajendra on September 04, 2020
Q: After buying a majority stake in Circle Medical, do you still suggest to buy more for WELL, since the stock already increased over 20% today. The reason I asked because I am thinking to sell AC and buy more WELL, so far I owned 33% for AC:CA, 33% for LSPD:CA, 17% for WELL:CA, 17% for REAL:CA.
Read Answer Asked by kwokwai on September 02, 2020
Q: What are your current thoughts on PBH? I'm looking at my holdings to evaluate what should potentially be cut for a better performing company. I've only got a couple laggards and PBH is one of them, after basically breaking even in the last year. I do feel its undervalued and could do better if some of their problems of the last few years go away and I think mgmt is pretty believable and optimistic. Not to mention the Canada Pension plan investment. Question is should I continue to hold for better days or maybe bail on this one and top up LightSpeed. I'm up overall so no tax loss consideration here. Thx
Read Answer Asked by Adam on September 02, 2020