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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: Thinking of deploying some cash, maybe 3% of portfolio, between high yielding names that could have significant upside if things work out well for them (not usually my investment strategy - buy names with significant challenges and hope things work out). Among the names I'm considering are Callidus Capital, Pivot Technology and Alaris Royalty. Any problem with this strategy? I'm particularly intrigued by Pivot's eps expectations over the next few years (granted only one analyst follows them but he is forecasting 2018 eps at 63 cents and 2020 eps at $1.24.

Thanks.

John
Read Answer Asked by john on August 18, 2017
Q: I have held these stocks for one and a half to two and a half years. CCH was purchased at .25 and makes up 2.5% of my portfolio while WEF has doubled and makes up 3.5%. The rest of the portfolio is conservative mostly Income and dividend stocks. My problem is when to take a profit and move on or hold and take a longer view. What would you suggest?
Thanks to All
Read Answer Asked by Warren on August 16, 2017
Q: I blew it with all 5 of these holdings (i.e. I'm in the red). I am getting impatient with them and am feeling compelled to bail. Which (if any) of them would you hold on to? Which of them would you ditch first?
Read Answer Asked by DAVE on August 16, 2017
Q: Thank you for your excellent service. The best piece of advice that you have given is not to add to loosing positions. Due to that advice both ITC (1.5% of portfolio) and CRH (0.6% of portfolio) contribute little to my overall portfolio of 34 stocks. Would you sell in a clean up trade or top them up to 2.5% weighting. My portfolio mirrors your balanced portfolio and is well diversified.
Read Answer Asked by Paul on August 16, 2017
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