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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: If you had to pick four out of the above names to add to today, which would you choose?
Read Answer Asked by Andrew on March 21, 2022
Q: I was seriously underweight in the health care sector in my portfolio, so this year's TFSA contributions (mine & spouse's) went to NBLY & AND.
Obviously 6 weeks is a ludicrously short time to evaluate performance, and these two investments only constitute a tiny fraction of my overall portfolio, but can you provide some assurance that these remain reasonable investments? Especially in the context of being the only direct health care exposure. Both are down substantially, NBLY esp. down almost 30%. Did I just happen to pick a bad time to buy?
NBLY results reported this morning didn't look that bad?
Read Answer Asked by Lotar on February 16, 2022
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
Read Answer Asked by Terence on February 14, 2022
Q: My TFSA holdings are AC, ( even), EGLX ( up), and WELL ( down) in roughly equal amounts , and wish to add another stock having the same weighting. I am looking at the 3 stocks highlighted. My TFSA obviously leans toward riskier growth / special circumstances stocks. I am looking at the three stocks listed above but would consider any of those listed in your growth portfolio. Would you buy any of these three or what other from your portfolio ? Thanks. Derek
Read Answer Asked by Derek on February 10, 2022
Q: I'm trying to understand NBLY .... For starters it is a chain of drug stores that is losing money ... Why ? ..... And second what is the hook here ? I understand the format of Shoppers ..... Flyers, weekly sales, and appear to be a grocery and makeup store more than a pharmacy . What is the format in a Neighbourly Pharmacy when one enters the door ? Is it a pure pharmacy ? ...... Are there other products sold ? .....What does the corporate structure offer to these places ? What is your opinion on management ? ......Please explain what the attraction is here ? Thanks Garth
Read Answer Asked by Garth on February 08, 2022
Q: Howdy to all you Santa's helpers, thanks for all your wise council.
My question today is: i recently sold GUD after a long hold and so am looking for another healthcare replacement. I know you have reported on NBLY and AND and so wondering which of the two you would recommend to replace GUD. Or, do you have a better recommendation?

Thanks to all
Read Answer Asked by ralph on December 22, 2021
Q: I am underweight in the Healthcare sector with only a 1.5% holding in Well. Could you suggest US and Canadian securities which would be suitable for a solid performing “ core” holding?

Secondly, I am down 39% in WELL. Should I have any concerns picking up additional shares at this level?
Read Answer Asked by Terry on December 16, 2021
Q: I have been impressed on how this “ growth by acquisition “ stock has held up , especially in comparison to other such stocks ( I own EGLX which am keeping), and based on your report and growth portfolio inclusion, have decided to buy some after my 2022 TFSA contribution. Any company specific reasons why the stock has held up? Thanks.

Derek
Read Answer Asked by Derek on December 14, 2021
Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.
Read Answer Asked by Craig on December 08, 2021
Q: What sequence would you add for largest overall return for 2 years and least risk for AND, ANRG, DCBO, LCFS, NBLY, STLC
Read Answer Asked by David on December 03, 2021