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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: good afternoon

i have positions in both PBH and NWC. PBH is growing slowly but steadily and NWC has been basically flat, albeit with a decent dividend. What would you say to selling NWC ( no gain) and reinvesting the proceeds in PBH? I have long horizons. Thanks.
Read Answer Asked by alex on February 10, 2021
Q: WIN Knowing this is a high risk stock with a $26mil market cap, could I have your assessment of WIN and its technology
Read Answer Asked by Bruce on February 10, 2021
Q: I know the orphan stock. Been burnt many times with this company. But now what do you think of their Esim technology which is touted as being huge to replace the traditional SIM cards?
For phones for cars, etc. The stock has moved up nicely but I always seem to get into this company at the right time it starts to go down again. They use to have lots of cash. Do they still?
Read Answer Asked by Helen on February 10, 2021
Q: I read in today's paper BEPC is doing a share issue which I think explains yesterday's +5% drop. According to the paper the money is not going to BEPC. Who is getting the money...are BAM.A or BEP.US going to see the benefit of the share issue? Would you agree that shareholders are experiencing dilution? (More shares issued but the cash not getting invested in the business).
Thanks,
Jim
Read Answer Asked by James on February 10, 2021
Q: I hope you can tell members how you prioritize questions sent to your Member Questions service .
This may help members to structure questions in a way that makes them more efficient to deal with.
It seems questions about a company in the news get answered almost immediately. News such as Takeover announcements or quarterly reports are answered on the day of the news or very soon after. I understand that you try to answer questions within 3 business days but within those 3 days does length of question, complexity, staffing, affect response time or is there a hierarchy or some other priority system in place?

Thank you
Frank
Read Answer Asked by Frank on February 10, 2021
Q: GMDA Positive results ! Have a Jumbo position. Sell or Hold ? Thanks
Read Answer Asked by Kamal on February 10, 2021
Q: There are so many Stocks out there and going up Fast. I was wondering if there are any Stocks under 2$ range that you like and are a good long term speculative play?
Thanks so much
Barry
Montreal
Read Answer Asked by Barry on February 10, 2021
Q: Hi Peter, Ryan and Team,

I was wondering about cash positions. Should cash positions vary depending on the type of account you have (RRSP, TFSA, non registered accounts, RESP) and should it be looked at as the whole portfolio?

For example, with a RESP, the window of investing is about 18 years, should you be fully invested in stocks all the time to maximize growth, with a minimal cash position. Whereas with a RRSP/TFSA, you have more time and you can adjust the cash position based on your risk tolerance.

Thanks.
Read Answer Asked by Marvin on February 10, 2021
Q: I just want to clarify your suggestions for starting position and maximum position for individual stocks in a portfolio. From context it appears that 2%, 5% and 7% and 8% in your following answer from some time ago relate to percentage of the equity portfolio only, not the total portfolio which includes fixed income and cash. Can you confirm that these percentages do in fact relate to only the equity part of the portfolio. I mean, I may veer from these, but I like to have some idea of a norm so I know how much I'm veering. The extract of your answer I'm referencing is:
"What the right size of a position is comes down to some personal factors but we think a minimum, 2% position is a good starting point. This would lead to an average portfolio of 50 securities, which is a bit high in our view but at least manageable. In terms of maximum allocation, we would tend to target a 5% maximum starting position and look to rebalance as positions drift higher than this. At 5%, you would have a portfolio of 20 holdings which allows diversification but each holding contributes meaningfully to returns. We are fine letting big positions run to 7% and 8% ..."
Read Answer Asked by William on February 10, 2021
Q: I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?
Longview Acquisition Corp
Good RX
Boston Omaha
Quantumscape
Clean Energy Services
Twist Biosciences
Read Answer Asked by Tim on February 10, 2021
Q: Hello,
With several US states and cities considering legalizing the use of marijuana in one form or another do you consider this a calculated growth opportunity for the next several years? If so, how would you recommend playing it, i.e. individual stock like CGC or an index like the list above. Please include any company or index you like that I have not listed. Would you rank you recommendations in or order. Thank you
Read Answer Asked by Neil on February 10, 2021
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