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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 Morning all.

I currently have a portfolio weighting of 18.1% financials versus the recommended 15%. Individual stocks at 1/2 to full positions include the 4 banks, SLF, ING, MA, TSU, ONEX, BN and BAM. (I do need to consolidate I think).

All have been doing more or less what I would expect; except ONEX. It has been a frustrating stock to own, with a downtrend for the years, in my view, a management enrichment program.

The question - would it make more sense to shed this stock and perhaps one of the banks, then roll the funds into a BN or BAM.

Thanks as always!

Dave
Read Answer Asked by Dave on August 07, 2024
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I have noticed today with some stocks trading on US exchanges showing gain of 3 or 4 percent, yet the same stock on canadian shows negative. For example, ENB traded 2 percent higher on US exchange but negative half percent on canadian .. the time stamps were the same.. I thought the stock price will reflect the exchange rate but the gain or loss should be the same.. are you able to assist? Thanks
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