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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: What would you recommend doing with PLI and ITC at this stage given their performance (I'm down materially on both)? Any recommendations for replacements? Thanks.
Read Answer Asked by Mark on September 13, 2018
Q: Just a comment to Curtis' question about the 8% drop in CRH yesterday. The consensus is that the drop is due to hurricane Florence. CRH has many clinics in the Carolina's and surrounding states. This also happened with a hurricane last year where clinics were closed for days and patients appointments had to be rescheduled, which impacted revenues. However none of the clinics are very close to the coast so the impacts should be minimal. CRH has stated that they will make up for any closures by keeping clinics open later once they have reopened.
Read Answer Asked by Adam on September 13, 2018
Q: Hi Group if your goal was to generate some cash for the coming (maybe?) downturn in equities what 10 holdings (in order) would you liquidate in the balanced portfolio. Thanks for your views they are very helpful in managing this market
Read Answer Asked by Terence on September 13, 2018
Q: 16% of my portfolio is made up of the above listed stocks.
All are relatively volatile compared to the rest (84%) of my holdings
Do you consider these holdings and their weights to represent excessive risk to a portfolio?
Which of these stocks would you keep and which would you sell to reduce the risk?
Many thanks
John
Read Answer Asked by John on September 13, 2018
Q: I currently hold a 4% position in BTO. I don't generally like this sector but have been holding because its "generally recommended" to hold 5% gold/metals position. Right now I'm flat on it so there is no cap/gain or loss to influence a trade.
Do you consider BTO ok to hold at this level and/or should I hold lets say 2% positions in two or three alternatives and if so what would you recommend?
My time frame is 10 years plus.
Thanks
John
Read Answer Asked by John on September 13, 2018
Q: Any thoughts about this RBC money market fund? RPF1003
It offers a yield of 2.08% on USD.
Are there any risks involved?
Read Answer Asked by Josh on September 13, 2018
Q: Would you please provide your current perspective on Helius?
I’m particularly interested in your view on what potential there may be should PONS and related therapy be found to have good efficacy. In other words could they effectively monitize this technology free of direct competition? It seems the actual equipment would be inexpensive to produce.
Thanks, Hugh
Read Answer Asked by Hugh on September 13, 2018
Q: Mogo was IPO'd at around $10 per share. Since then the stock has wondered down to less than half that price--yet the company has diversified from a quick "payday" lender to one that now derives 50% of its revenue from subscription services that were not even part of the valuation at the time of initial offering (I believe). It is also the only Canadian Fintech that seems to be getting any traction in the marketplace. So my question is, why is the market not paying more attention to this company?
Read Answer Asked by Jason on September 13, 2018
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