Q: May you please comment on their quarter?
Would you hang on or move on?
Im sitting on a 20% loss in a registered account?
Thank you

Q: May you please provide an update on KFRC?
I am holding it at a 15% loss in an RRSP.
Would you continue to hold or cut your losses?
If your suggestion is to move out, please offer a few of your more recent high convictions picks.

Thank you.

Q: Up until now, I have only part full or nearly full positions in a stock while trying to keep my total number of stocks under 30 in number. However, I am now considering taking a slightly different approach and buying a basket of some beaten-up stocks, likely from those noted above.

Since I am new to this strategy, my question is, what would you consider to be a useful percentage to devote to a stock that will allow for meaningful gains while limited individual risk? I'm thinking 1% is too little, 1.5% might be enough and certainly no more than 2%.

Your insight is appreciated.

regards,

Paul F.