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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: As you can see by my holdings in my TFSA ,I have been following your advice. I am way up on KXS and am letting it run. Down on BNS, GUD, SIS and SLF. I have full position to add. I am looking at either REAL, LSPD , WELL or XIT.
Would you add to BNS or SLF or add one of the ones I am looking at? Long term view 20 years.
Thanks, Paul
Read Answer Asked by Paul on July 15, 2020
Q: Hi Guys,
Are any of these names a MUST sell in your opinion? They are all down approx. 15%.
My time frame is 3 to 5 years.

thanks
Jim
Read Answer Asked by jim on July 14, 2020
Q: Just curious if you have done any research on the company Knight acquired (Biotoscana)? With Latin America and Brazil in particular being hit hard by Covid I’m thinking for the next number of quarters they may not be particularly accretive to earnings (and that might be the best case scenario). I know that you do engage management from time to time of companies you cover, have you picked up any concerns from Knight itself?
Read Answer Asked by Stephen R. on July 10, 2020
Q: Hi, As a retired income plus some growth investor which order would u add to or delete the above under 1% positions to tidy up my portfolio.
Read Answer Asked by Peter on July 10, 2020
Q: Hello Peter,
i feel that i have been fooled by Mr Goodman on Knight. I have been patiently waiting as others on a large acquisition and despite the purchase the stock is still languishing . I wonder if it is worth hanging on or throw in the towel. My current thought is take my 5 percent position and reduce it by adding to jamieson wellness and Xebec adsorption. Your thoughts please. Also, TDOC in US is constantly moving higher yet well in Canada (well health ) seems to be in trading range .. Any thoughts please.
Read Answer Asked by umedali on July 07, 2020
Q: I know longer own GUD having sold it over a year ago due to dead money syndrome. However in the G&M today there was an excellent article today on some Canadian biotechs,eg Zyme, etc. that I encourage you to read.

As I've discussed in the past in this column there seemed to be a total vacuum of Biotechs in Canada, but having read this article my eyes are opened.

Are you guys looking into any of these opportunities?

https://www.theglobeandmail.com/business/article-biotech-blind-spot-how-canadas-big-investors-missed-the-boom/

Sheldon
Read Answer Asked by Sheldon on July 07, 2020
Q: Hi guys!

I’m here holding knight at an average cost of $7.20. It hasn’t done much and from reading your responses on their earnings, you seem less than impressed. I’m pissed at myself because I went value instead of growth (at least I hold constellation). I’m wondering with all else being equal (taxes, asset allocation, etc.) would you simply sell knight and jump onto the fast moving momentum Canadian tech names or would you stick with knight?

Read Answer Asked by James on July 07, 2020
Q: Hi, I have had GUD 6% of portfolio at B.E.$8.00 for about 3 years and have finally decided I’am tired of waiting with a large portion , with no dividend. Do you recommend selling all or keeping 2-3%?
Also,do you think qst down 40% , has any chance of getting back to break even in the next couple of years? It seems weak even when the market Is strong?
Thanks
Read Answer Asked by Brad on June 30, 2020
Q: Hello,
just wondering in your opinion why the did street dislike today's earning release? revenue missed but is the sell off justified? i see in the previous question the company has been buying back shares, but that seemed to have little effect in the price movements for the stock lately.
lastly, would you be fine starting a 1-2% position for a long term hold today?
Read Answer Asked by yongzhi on June 26, 2020
Q: What would be your top 10 growth picks over the next 5-10 years in Health Care and Tech? Canada or US and any size is fine....
Read Answer Asked by Ryan on June 25, 2020
Q: Sir, I find myself down 25-60 % in ALL of the above companies. In keeping with your BUY MORE, HOLD, SELL SOME or all, I would appreciate your thoughts on the above companies. I have some capital gains to off set so all is not lost- yet. Thanks- JP
Read Answer Asked by James on June 22, 2020
Q: Hi Peter, Ryan, and Team,

Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?

Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials

Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.
Read Answer Asked by Jerry on June 11, 2020
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