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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: General comment and observation. Ryan Modesto named this company(kwh.un)as a pick while a guest on BNN and it is in your income portfolio etc.. Yet
on the 19th in answer to Christopher you suggest that it is for high risk
investors and only a small position. I have noticed this type contradictory answers before which have left me scratching my head. As the question and answers make up the largest portion of the site and no doubt there are several people with different views giving answers, I feel that having paid good money for this service greater quality control is warranted.
Thank you. Dave. No need to publish it you don't want to. Just wanted to make a point.
Read Answer Asked by dave on April 20, 2017
Q: In your reply to Bill on April 17th, you commented you would have no problem with a 1% position of RRX. What about if "doubling down", in my case, means taking it to 4% of the portfolio?

With the stock weakness, my position has fallen to 2.3% of my portfolio and so was wondering if this would be an opportunity to raise it back to its original 4%. (Total sector exposure is 11%, at current prices, which includes TOG and SPE). ... Or just wait this one out?
Read Answer Asked by Sylvia on April 19, 2017
Q: Hi There,

I want to begin deploying funds towards the balanced portfolio. Can you please tell me which 5 names you would add today, based on the current price of the individual stocks. I know it's not a great strategy to try and time the market, but I plan on adding 5 at a time over the next couple months, and figure there may be 5 that I'm better off starting with.

Thanks!
Read Answer Asked by Jamie on April 19, 2017
Q: One report I read stated that to finance the acquisition PKI would issue 24 million shares to raise $660 million. That works out to $27.50 per share and the shares are currently trading near $31. In one of your earlier responses you also mentioned that shares would be issues at a discount. It would almost make sense for anyone like me who holds PKI to sell now into the market and buy back at the new issue price. Your thoughts?
Read Answer Asked by Steven on April 19, 2017
Q: I am always leery of a company where the insiders do not have any or perhaps very few common shares--Instead they have--options--multiple voting shs--performance share units--subordinate voting shs etc.Common shs mean to me you got some skin in the game--I dont understand all these other classes of shs---TOY is a good example of this.I dont like options thats no commitment at all and hurts the share price.Should I be concerned about these other classes of shares? What do they all mean?
Thanks--I have just had your portfolio review and find it very helpful--would reccommend it to any body.

Peter
Read Answer Asked by peter on April 19, 2017
Q: Good day...I am lucky enough to have a fairly large portfolio that is 70% in your balanced portfolio and 10% in various growth and income stocks you have in the other two portfolios. I also have 20% of my portfolio in u.s. stocks. My question is whether or not I should have any emerging market exposure or are the companies in your three portfolios have enough already. I look forward to your thoughts on this...
Read Answer Asked by gene on April 18, 2017
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