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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 need to add to my healthcare sector. Currently own GUD, COV & PLI. What 2 or 3 stocks would you recommend & could you please rank them in order of preference.
Also, not happy with the momentum at CHE.UN. Would you hold & if not, what would you replace it with? Doesn't need to be an income stock.

Thanks
Read Answer Asked by Dave on March 20, 2018
Q: With re balancing in my cash account I have a capital gain of $25,000 in 2018. If I were to sell my CGX, ENB and GUD I would have a loss of $14,000. My thinking is that this loss would offset the capital gains.

I intend to re buy these 3 stocks after the 30 day period,

Does this make sense?

Thank you

Sincerely

Mike

Read Answer Asked by Mike on March 19, 2018
Q: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.
Read Answer Asked by Paul on March 19, 2018
Q: GUD continues to go nowhere, and mostly down of late. It's been probably over 2 years that the story has been the same. Have patience and wait for Goodman to spend some of his $775m hoard. Recent earnings were underwhelming. Do you still feel the same way about GUD's prospects? Is there any thought of removing it from the portfolio due to it being a non-performer?
Read Answer Asked on March 19, 2018
Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.
Read Answer Asked by Dave on March 09, 2018
Q: Hi Peter
RE: reducing weight in Financials and adjusting to non dividend companies.
I am very overweight in Financials and well balanced otherwise in other sectors except Gold and Energy. I would like to trim the former into opportunities for growth.
Can you suggest 3 companies that have been had some "correction" but remain good picks for future growth ? (prefer non-dividend)
Thanks,
Peter
Read Answer Asked by Linda on March 06, 2018
Q: Hello,

I currently have $3,500 dollars invested in CIB486 (Unfortunately half of my portfolio) in my TFSA. I also hold positions in PHO, COV, and GUD. I am in my early 20's, looking at a long-term hold, with a high-risk tolerance. I am thinking it is probably best to sell? If so where do you suggest going?

Thanks for the advice!
Read Answer Asked by eric on March 06, 2018
Q: Good afternoon,
I am down 23% on GUD; down 9% on STN;and down 4% on BNS in my TFSA. I am ok with SLF and T. I have $7000 to add. Should I strengthen the laggards or where would you add..1 or 2 names??? Long term horizon.
Should I add another name?
Read Answer Asked by Paul on February 26, 2018
Q: Hello Peter and Ryan,
i. Apologies, but i need a clarification. Are Shopify's existing shares Class A? I was thinking of existing shares which have done well, but was wondering if I should wait before I add and what would be a good price to add?
ii. How long should one wait before pulling the plug on GUD? I only invested due to management, but the time frame seems a bit much for any upside here?
iii. Do you still like Covolan and is it good time to add?
iv. Please suggest which is better option: HMMJ , MJJ (the actively managed ETF) or CGOC (not in your list but if you know much about it please, Cannibis growth opportunity )
Thanks again and appreciate your input.
Read Answer Asked by umedali on February 22, 2018
Q: I am considering selling my 4-5% position in gud and buying a 2-@1/2% position in each of cov and rht. I am not concerned with the fact that these 2 are small caps and gud is "much larger". I also have full positions in sis. exe and most recently pfe on the recent sell off. do you consider this to be a worthwhile move? I believe gud has had more than enough time, and opportunity imho ( there have been a few large distressed drug companies with assets for sale while gud has been twiddling their thumbs counting their cash) plus I do not want to be in the unenviable position of holding gud if or when you decide to replace it in your portfolios. I do have a lot of patience but the way I see gud they seem to waiting for a ridiculously cheap opportunity that may never happen.

on a side note, when searching for a 2 letter security on your search window many times I've had to scroll waaaaaaaaaaay down the list to find the company, there are 3 letter symbols no where close to the 2 letters put into search that come up before the desired company is listed, is this some kind of glitch that can be fixed?

thanks in advance
ps also thanks for creating the opportunity (obviously not on purpose) to buy syz at a discount on friday, lol.

Read Answer Asked by Tom on February 21, 2018
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