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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 have decided to pay off my mortgage, primarily because I think I have had a good run with equity returns outperforming by a good margin the cost of carrying my mortgage. Although I am not concerned about a large correction I think the risk return is swinging a bit more towards paying off the 2.79% mortgage. I will likely sell 3 or 4 of the following to do so: bbd, mal, pza, rsi, rus, tpk, wjx, dht. Please rank in order in which you would sell the companies listed, you can assume none will adversely affect my current asset allocation. I realize it is quite a mixed bag...but they are some of the ones I hold that aren't in your balanced portfolio so kills 2 birds by getting them out of my current holdings...
Read Answer Asked by Tom on November 06, 2017
Q: I've read your comments on Russel Metals. You seemed to be positive regarding the company. Considering the move the stock has already made, are you still positive regarding the prospects for the company going forward? Have there been any recent developments? (positive or negative). Thanks for your valued opinion.
Read Answer Asked by Les on March 27, 2017
Q: Good Morning all,

Question regarding Russel Metals latest results, could you comment please? Also when I look at my sector allocation, it comes up as Basic Materials because of Steel...should I leave it there or move it elsewhere? Could it be more considered Industrial (even somewhat Energy given its customer base)? thoughts please & Thanks in advance!
Read Answer Asked by Stephane on February 21, 2017
Q: I am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.
Read Answer Asked by Sandy on December 07, 2016
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