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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: Retired, dividend-income investor.

I've held Alaris just about forever and the current AD.UN iteration since 2018...bought in the $12 range. It has been on a bit of a run lately and hit $20 today. It is now in the asset allocation range I usually reserve for blue chip companies....instead of a smaller allocation reserved for smaller, higher risk companies.

With their portfolio of partner companies, I have also considered Alaris as almost ETF-like. I break out their holdings into the various asset allocation sectors, while maintaining a 50% weight in financials.

Q#1 = related to their valuations (P/B, P/CF, P/S, P/E), is Alaris on the cheap or expensive side?

Q#2 = do you agree with my thinking, that AD is almost ETF-like? If so, then I can live with the slightly higher asset allocation. If not, then I could comfortably trim and reallocate the proceeds.

Any comments would be appreciated. Thanks for your help...Steve
Read Answer Asked by Stephen on January 28, 2025
Q: Portfolio Analytics has suggested I reduce of my exposure in the Financial Services sector. My holdings consist of ACGL and BN at a full position plus AD.UN, BNS, and TD at a 1/2 position each.

My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold

Is a full position of ACGL too high?

Is there a suggested balance amongst the subsectors?

Any other comments would be appreciated.

Thank you
Read Answer Asked by J Stephen on October 17, 2024
Q: How would you rank these for overall return for a TFSA and a cash account? Would you buy them are their current prices?
Read Answer Asked by David on July 18, 2024
Q: hi, can you rank these ( longer term prospects ) as a buy, sell, or hold please. cheers, chris
Read Answer Asked by chris on April 19, 2024
Q: Alaris reports on March 13. I already have a mostly full position (relative to it's market cap and risk level....ie; not a full position like some of the blue chips I own, like BCE, BNS, FTS, RY, TRP, etc.), but am considering adding a bit more at this level. Good USA small cap exposure with a great dividend and good upside potential (at least I think so).

Add before they report or after? Ya I know....don't add based on one quarterly report. Your current thoughts on Alaris please.

Thanks...Steve
Read Answer Asked by Stephen on March 11, 2024
Q: Good day team,

A few companies I'm invested in are in a loss position so far.

AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss

At this point which stock do you think I should keep, which one sell, and which one replace and with what?

I'm retired and 73 years of age.

Take as many points as needed.

Thank you
John G.
Read Answer Asked by John on September 01, 2023
Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?
Read Answer Asked by Dan on August 15, 2023
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