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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 who usually has ALL of my cash at work. I am currrently sitting on roughly 2.5% cash and am considering topping up the above holdings to achieve my asset allocation targets.

Q#1 = Assuming a diversified portfolio, if I wanted to deploy my remaining minor amount of cash, in what order would you spend it and why?

My view is as follows:
First = PBH and WSP (good value right now = fundamentals and technicals look good, if you ignore the death crosses).
Second = ZRE (should do ok in a rising rate environment?).
Third = XIT (wait until at least the first interest rate increase has happened?).
Last = ADW.A (may need another quarter or two to get past the Covid impact).

Q#2 = or should I continue to sit on this cash if you think there are better opportunities coming in the future. It's not as if this minor amount of $ is going to make a huge impact on future performance.

Thanks...Steve
Read Answer Asked by Stephen on January 31, 2022
Q: Which of these, if any, are compelling buys at their current levels?

thanks, Hugh
Read Answer Asked by Hugh on January 31, 2022
Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal
Read Answer Asked by cal on January 31, 2022
Q: I own 4 of the most popular energy names in this rising market. Question: should I go vertical and put more cash into each name, or, go horizontal and add more names? Really curious here!
Read Answer Asked by george on January 31, 2022
Q: CSTL has doubled their sales force, advanced commercialization of its flagship DecisionDx-Melanoma test, and they acquired Cernostics - an early-stage diagnostic company, plus they have $300 mil in cash. The stock price is off 70% on a company that looks to have sold fundamentals. Could I have your assessment of this being a buy scenario?
Read Answer Asked by Harry on January 31, 2022
Q: MAW102 has under-performed recently; methinks because it excludes the Canadian and US markets.

Should I continue to hold?

Thanks, Gary

Read Answer Asked by Gary on January 31, 2022
Q: In the past you have recommend ~5% towards energy. With everything going on with the O&G market and demand picture skewing positively can I assume it is okay to let this portion of a portfolio grow beyond that mark before rebalancing?

At what percentage of a portfolio would you suggest as a good ballpark to start trimming?

Added to this sector last fall and it has crept up accordingly.

Thank you.
Read Answer Asked by Colin on January 31, 2022
Q: I am interested in buying some ARX which I would normally buy on the Canadian exchange but I am currently holding more $US cash than $Can. In the US ARX trades on the pink sheets. Are there any risks in buying it on the pink sheets? If I do buy it there, would I be able to swap it over the the Canadian side of my account with out any issues?
Read Answer Asked by David on January 31, 2022
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