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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: Portfolio Cleanup Part 3:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 18, 2024
Q: Please comment on latest Q,company & advise.The latest 2 Qs have very positive market reaction prompting rocket to recent 0.78 H. But since then retreated to current 0.65(+ 0.7)on high daily volumes (472k on Sep 10)greater than the average volume. Please advise who are the seller(s). Add,Hold or Sell ? My p/p was 0.50 a few years ago. Txs for U usual great services & views
Read Answer Asked by Peter on September 13, 2024
Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.
Read Answer Asked by Roy on September 12, 2019
Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks
Read Answer Asked by Roy on August 09, 2019
Q: BEW: Morning Star has a four star rating and a fair value of .23 at a 34% discount. BCE has Rep on Board of Directors. I think there is a US Co. with interest as well ?? Your comments appreciated.
PNG: Have done well. Now using house money for my investment in the Co. Appreciate comments on options issued. ( Market didn’t seem to like it) also on press releases re demos.
Thanks.
Read Answer Asked by Roy on July 24, 2019
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: After close Jan 4,BEW withdrew prospectus(i.e. 0.27 financing).This resulted in 0.4 drop to 0.22(a 15.4%).What's the reason for cancellation & your take .I thought that cancellation means no dilution,which is good.On the hand,insufficient interest is negative,Thanks for u usual great services & views.All the Best for the New Year
Read Answer Asked by Peter on January 08, 2019
Q: Please comment on BEW's recent results.& going forward.Good increase in revenue,& cash is also up.My position is down to 1% after losing 62% on 0.50 p/p.Hold,sell or add. If sell,please give 2 replacement(do not have to be in same sector),Thanks for u usual great services & views
Read Answer Asked by Peter on December 04, 2018
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