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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 own shares in this company. Yesterday, Concord Acquisition and USDC Issuer Circle called off the SPAC merger. I would have thought Concord shares would have stopped trading but it appears not. I am assuming that my best option is to sell at this time as I don't see many other options. Would holding be of any value? Your thoughts? I truely believe in Circle's future. Thank You.
Read Answer Asked by Walter on December 07, 2022
Q: I have ample gold exposure--mining, bullion and FNV (stream). I am considering diversifying within adjacent sectors like silver and rare earths. I am considering selling FNV and buying something else (maybe something like WPM for the added silver exposure). What options would you look at for this move?
Read Answer Asked by Chris on December 06, 2022
Q: I see from previous answers you like this company as a buy. BMO just downgraded it with a target of 4 dollars. They cited a 25% reduction in 2023 guidance and a slowdown of M/A. At the same time you have WELL as a hold which keeps raising its guidance and seems to have momentum towards profitability. What is your reasoning.
Read Answer Asked by Steve on December 06, 2022
Q: Is the current inverted yield curve predicting a recession in the next 6 months? Regards, Ron
Read Answer Asked by Ron on December 06, 2022
Q: Good Morning;

I own 500 shares of TOU. Because I bought them a couple years ago and trimmed as they rose, my dollar cost average on these shares is zero!! This position accounts for 24.5% of my portfolio, but is such a great holding that I am reluctant to sell any of it!!

I know it is a bad idea to become married to a holding, but with the dividend and special dividends this holding is providing, I am reaping approx 10% return this year!! How do I replace that kind of a return, and what would your advice be? Would you consider CWB as a good option for a new position (I own 225 shares of BNS as my only other bank holding.

Read Answer Asked by Donald on December 06, 2022
Q: I bought some medical start-ups in private placements around 2004 through 2007, including TMD Titan Medical. I bought into the both the Canadian and the US private placements. TMD has had a number of frustrating round-trips. Yesterday December 5, TMD stock saw considerable action both sides of border: opened yesterday at 0.90 Canadian , went up 40% to 1.25 closing the day at C$1.15 on high volume. Collapsed this morning. I see no news to explain the swing. The company sent shareholders anote about a strategic review. Perhaps a takeover is in the wings? Do you have any news on TMD? Would you hold or sell? (Tax loss not useable).
Read Answer Asked by Adam on December 06, 2022
Q: hi,
can I get your thoughts on BABA for a long term hold. Obviously huge uncertainty re China government. but China markets down lots due to lockdowns etc. I was thinking BABA could be a good proxy for the Chinese markets.
And, if not BABA, do you have an ETF that you think would perform best with an uptick in the Chinese stock markets ( and is very liquid )
cheers, chris
Read Answer Asked by chris on December 06, 2022
Q: hi,
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris
Read Answer Asked by chris on December 06, 2022
Q: Looking to park some US cash and some Cdn cash with a reasonable assurance of safety (CDIC aside) while avoiding interest income in favour of capital appreciation via Horizons corporate class structure using these 2 ETFs. Do you see these as a reasonable means of achieving the goal? Both ETFs have substantial amounts invested and seem to use a similar approach to generating returns yet HSAV has more erratic up and down performance. Why? Any cautions or concerns? Whatcha think - does this plan make sense? Thanks as always for your generous thoughts.
Read Answer Asked by Ken on December 06, 2022
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