Q: I have trimmed some of my oil % gas stocks today back to my sector weight and would like to rotate the proceeds to other stocks. I already have the Balance Portfolio of stocks including MG at full position and was thinking of buying some LNR to complement MG or do you think there are other stocks in the Balanced Portfolio that you would consider more compelling at this time? Could you name your preference? Thanks.

Q: The three larger Canadian auto parts companies have been trending down for some time. I hold MG and am fine continuing to hold. LNR is is getting more interesting. I like the company and management. I'll continue to wait until it settles. What price do you see as a a good entry point?

Thanks for your help.
Mike

Q: Lnr dropped from some $81.23 in early Nov.last to current $58.76.Any reasons? Recent p/p $77.86,now 1.5% position. Add,Hold or Sell. Txs for u usual great services & views