Q: I currently have a 3.4% weighting in Nutrien. It has performed well in the last year after being stagnant for some time. NTR is considered a "cyclical", so does this mean that investors should be more active in buying/trimming stocks like these?
Q: Long long term holder of WSP, trimmed multiple times. I have their non-Canadian allocation at 82%. What is their exposure to the middle east? Any significant risk? Thanks...Steve
If the oil price keep on go up, will it hurt CNR:CA profit? Now is $145, dropped from the rebound. What is the good price to buy in . Please kindly advise.
Q: I have owned this stock for a long time and it now accounts for 6% of my portfolio. I normally trim around that percentage unless the stock is seen as having continued growth and reasonable stability. I see that it is over 6% in the 5i income portfolio. However, I still bear the battle scars from a couple of past short reports on this company and although it has obviously recovered from those attacks, I can't help but wonder if something/someone is lurking in the weeds. I know you don't have a crystal ball but given its history, would you be comfortable letting this company grow to a 7% level which is about the max for me?
Q: Market volatility is probably expected over the coming days/weeks.
What five Canadian and five US sticks would you be buying in today’s volatility spike?
Q: Hi, I always like your options about valuations. With this diverse group of stocks, please rank the order in which you'd initiate a position today, with a short explanation why. Thank you.
Q: what are your 2 favorite mid cap gold companies for risk and growth as of today.awhile back you gave me aris which i own as well as barrick and iamgold.dave
Do you think charting a 200 day SMA and 50 day SMA over 5 years continues to be useful or less so in these volatile times when it's challenging for a line chart to settle down?
Maybe connected, Is there a way of knowing how many individual retails investors are now trading as opposed to 6 years ago? i.e I am wondering if the many who started trading many small amounts for free are making the market more fickle and unstable? (If they still existed, I would ask my shoe shine boy if he had any stock tips!)
Q: In diversified registered portfolios I am underwater (16%-35%) for these 4 holdings. Are any of these likely to enter positive territory in the next 12 months? In what order would I sell these? Many thanks for a great service.
Q: I have some holdings in these stocks in non registered accounts at significant losses. At this time, would you recommend taking losses on these to trade for others? I don't mind switching sectors if you feel that future potential is understated, for example, compared to Shopify or Celestica or others.