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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: Hello,

In a follow up to my prior question. Can you please give your specific take with respect to the specific issues outlined in the short report. I am aware that it may require some research so please feel free to take your time in response to this question.

- divesture of Silicon Valley buyer
- data breaches
- CRH key customer renewal not looking good
- the outbidding of itself for key assets like source 44
- circle’s shareholders cashing out.
Read Answer Asked by James on April 26, 2021
Q: Morning

I have funds in my TFSA and am interested in investing in one of the three stocks listed. Would appreciate your thoughts on rating the growth and risk of each and whether you feel there is a better growth alternative.

Wayne
Read Answer Asked by Wayne on April 26, 2021
Q: Thank you for . I do not normally place much importance on insider selling. However, I see that insiders have been selling a lot of CRM, including sales by Mr. Benihoff . The stream of insider sales reports seems never-ending. Granted, the above is not uncommon and could be due to grant/redemption of options. But the sales seem to have been non-stop lately. Is this something on which one should place any weight to when thinking about one's own thoughts of trimming CRM?
Read Answer Asked by Adam on April 26, 2021
Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021
Q: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley
Read Answer Asked by STANLEY on April 26, 2021
Q: WELL is sinking like a rock based on this short report. Grizzlyreports.com/we-believe-well-health-technologies-is-a-toxic-roll-up


What are you thoughts on the issues:

- divesture of Silicon Valley buyer
- data breaches
- CRH key customer renewal not looking good
- the outbidding of itself for key assets like source 44
- circle’s shareholders cashing out.
- etc
Read Answer Asked by James on April 23, 2021
Q: Further to your comments today about Superior, could you also provide the payout percentage and if you consider it a buy today as a new position. This would be more for income than growth. A couple other questions: where does most of their propane go - residential or commercial? How does propane fit into the current "green" initiatives relative to other hydrocarbons?
Thank-you
Read Answer Asked by grant on April 23, 2021
Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day
Read Answer Asked by El-ann on April 23, 2021
Q: Good morning,
I would be interested in looking at companies in the Canadian oil patch,i.e. small caps and mid-caps with a solid risk reward ratio and that would offer strong leverage to the price of oil.Warrants offer much leverage but don't seem to used much anymore by companies, why would that be? Many thanks ,
Jean
Read Answer Asked by Jean on April 23, 2021
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