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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: Reportedly US & Can have agreed to a NAFTA framework.Please advise the top 8/10stocks that benefit the most(starting with the best).Thanks for u usual great services & views
Read Answer Asked by Peter on October 01, 2018
Q: Given developments in the nafta trade negotiations, would you agree this is a good time to take a position in all 3 stocks? If your answer is yes, how much max portfolio percentege would allocate for these stocks? Which one is your favorite for most upside short term?
Read Answer Asked by JR on August 28, 2018
Q: I have listed a few comapnies that I believe are in the, let's call it "Tariff Penalty Box". My thinking is as follows:
1) They have already been hurt by the threat of tariffs.
2) If the tariffs do not come, they will 'pop'.
3) If the tariffs do come, they will also move up as the clarity of actual tariffs should ease concerns compared to the threat of nebullous, potential tariffs.

Does this seem reasonable to you? And do you agree that these four should all be on this list and are there others you would add to it?

Thank-you very much.
Read Answer Asked by Alex on August 13, 2018
Q: I'm thinking the sell off of these two stocks is overdone due primarily to all the uncertainty around trade and tariffs.
For a longer term hold (3-5 years) would consider this to be a good time to step in (perhaps a half position) or should I wait for these matters to be clarified/resolved?
Thanks, Rick
Read Answer Asked by Richard on July 06, 2018
Q: I am light in consumer cyclicals and am following the balanced equity portfolio. I own a full position of MRE ( so haven't bought any MG). I have a slight aversion to buying companies that dont pay any dividends so am hesitant to jump on TOY or GC. Any good buying opportunities in the consumer cyclical space ( 5 year hold) as alternatives to TOY and GC?
Read Answer Asked by Tom on April 17, 2018
Q: In tracking these four auto parts companies, all seem to have been doing very well in this volatile market. Even ACQ enjoyed a ~5% bump today! Wondering if the reason is somehow related to Trump's tariff controversy. Thanks.
Read Answer Asked by RANDALL on April 06, 2018
Q: Hi 5i: I bought MG and MRE about 6 months ago. MG is now down a little and MRE is up over 30%. I know that both have interests in Europe, and that MRE went through a rough patch with management issues, as well as some plant problems, both now behind them. Does this explain the recent difference, or is there some other explanation? The news on the auto parts sector is not particularly rosy, and I've been thinking about a switch to some other sector. What do you think? Sell both, sell one (which one?) or just hold tight? I'd appreciate your advice.
Read Answer Asked by Roland on June 28, 2017
Q: I am a 21 year old investor with a long investment horizon. In my TFSA, both CPH and MRE have stagnated and I am thinking of selling these and moving on. Would you endorse this move and if so, could you recommend your top 2 names (any sector) to replace them?

Thank You!
Read Answer Asked by Quinn on April 06, 2017
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