skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: CLIQ up 0.37(6.17%) to $6.37 on 157k shares(exceeding 108k average).Any news?.It has done very well since low in Dec/18 & looks like to be breaking out.Despite recent carnage in the weed sector mainly due to TRST's non compliance,Reporting on Aug 9.What is the street expectation,& more importantly,your view. Reportedly it cut price to wipe out the competition & then bought the competition twice,eg Solo Txs for u usual great views & services
Read Answer Asked by Peter on July 29, 2019
Q: In setting up my portfolio in the next year or two for retirement (income) is there any company concentration risk in investing in all of Brookfield infrastructure partners, Brookfield renewable and Brookfield property partners? Thank you. Bill.
Read Answer Asked by Bill on July 22, 2019
Q: Your Analytics program has provided a convenient tool to see the weightings in my overall portfolio. From this I have learned that while there are some with larger percentages I have many positions between 1 - 2% weighting. Sometimes this resulted from my having initiated small purchases and sometimes from falling share values. In any event, I wonder if I am spread too thin? I guess one part of this is that the small positions will not move the dial. On the other hand, quite often your members ask what you might recommend when looking at choosing between 2 stocks and the answer suggests having both, for better diversification.
1. So my first question is whether positions of 1 - 2 % are too small or is this good diversification?
2. In this context, my next questions are about positions of 1.57% and 1.42% in Enghouse and Kinaxis; are these positions too small and if so, which would you sell and which to keep / add to? And similarly, positions of 1.39% and 1.18% in Parex and Suncor. If these positions are too small, which to sell and which to keep / add to?
3. In a similar vein, I have one or two positions that have suffered from considerable declines in share value and there is .36 and .56 of a position. What should I do if I do not want to sell, either because I still believe in the prospects or because it is too painful to sell just now. I often see your answers suggesting you do not believe in averaging down but holding such a small position seems not effective.
4. My last question is about Constellation Software. It is of course one of the better performers and partly as a result presently I have a weight of just under 3.5%. Given its success, would you recommend adding to have a larger position, and if so, how much?

Thanks for your excellent service.
Read Answer Asked by Leonard on July 18, 2019
Q: Hi, I'm a young professional 26-year-old that has been saving for my retirement in my TFSA. Can you tell me 10 stocks to invest in for the long run that have great potentiel of growth with moderated risks?
Read Answer Asked by Olivier on July 18, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!