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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: I don't know what to think about this co. Not a lot of shares, real liquidity issue, no insider ownership, no dividend, posted another loss re earnings. Yet full year rev will be quite a large increase and profit expected. Tangible book value is 2x current share price. Why would someone buy, or thesis for buying?

Thanks for your insight.
Read Answer Asked by Mark on December 12, 2023
Q: Daughters RESP (16) Nice Gain in Cameco considering Selling some and adding to BN,TD or buying BNS . or others ?? How much less risk do you estimate ?
Would rather not sit in Cash

Many Thanks
Read Answer Asked by Greg on December 12, 2023
Q: As we head into 2024 and hopefully a lower interest rate environment, I have set up the following portfolio for dividend income and growth. Can you please recommend if I should add or reduce anything. Thank you

BNS BCE ENB EIF FTS H MFC NWC PPL SLF TD GOOG AMZN BRK BN CSU LMN MDA MSFT NVDA SHOP
Read Answer Asked by Vineet on December 12, 2023
Q: I hold the 3 following positions : SHOP (3%), LSPD (1.5%) with a 30%loss and NVEI (1%) with a 65% loss.
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?

Thank you!
Read Answer Asked by Julien on December 12, 2023
Q: I’m selling Appian (APPN) and Fulgent Genetics (FLGT) for a tax loss and am wondering what suitable proxies would be. Or would you recommend just selling, and buying something more promising? (I’m not limited by sector here.) I have more confidence in Appian than in Fulgent. Is that appropriate in your opinion?
Read Answer Asked by Camille on December 12, 2023
Q: It certainly feels as though we are seeing the beginning of a new bond bull after the roughest two years since the 1980s-early 1990s.
Please provide you opinion on the above, as well an any other bond etfs that you follow.
Can you please provide you opinion regarding a bull market..
Thanks in advance
Rick
Read Answer Asked by Rick on December 12, 2023
Q: I have cash to invest, mostly into ETFs and as a value investor the P/E of the S&P 500 is a stumbling block for me: 23% for IVV vs about 15% for XIU - so about 50% more. XEF has a P/E of 14.31%. The rule of 20 says P/E + inflation should be 20 or less. A hard question, but do I overlook the P/E of the S&P 500 and invest now with a long term hold or do I wait?
Thanks for your comments!
Read Answer Asked by Grant on December 12, 2023
Q: KXS is down $30 over the last 3 years and I am trying to understand why. The economy seems to need the solutions the company sells yet shareholder results are lacking. Are they asking to much for the product, are they losing sales, are they paying themselves to much or does the market just not have faith in the company?

Thank you for your thoughts on KXS.
Read Answer Asked by Mike on December 12, 2023
Q: MFC: bought small position earlier this year at a good price (2500 shs) so up a fair bit. I also hold SLF (long time) which has been a stellar performer.
MFC announced a deal of some kind to-day which, quite frankly, I do not understand.
Why has this stock been such a poor performer vs SLF and is there any hope for it going forward?
Thank you ... J
Read Answer Asked by James on December 12, 2023
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