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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 sold two thirds of my position in EQX in the high $10's and low 11"s a couple of weeks ago. I rebuilt part of that position in the low $9's but then the quarterly results came out and the stock got hammered down. I usually look at the results myself but I am too busy right now so could you give a quick run down on the results and what in particular the market didn't like. I hold DPM and Agnico Eagle in other account and AEM has been bouncing around a lot. Do you have a favorite out of these three and why?
Read Answer Asked by Paul on May 06, 2022
Q: I know you don't have a crystal ball, but one analyst yesterday says sell SHOP with a US$400 target and a two year runway to better days and another today gives them a US$1000 target with this being a short blip.

In a non-reg account, would you sell for the loss? What would be your 30 day replacement? What would you suggest in a registered account?

Thanks.
Read Answer Asked by Gregory on May 05, 2022
Q: I have a question re portfolio allocation. My current plan is to retire in 5 years. I've been lucky enough to accumulate enough funds for comfortable retirement assuming they can grow enough to offset inflation. What would be your ideal allocation for a pre-retirement investor trying to preserve his/her portfolio from inflation?

My current allocation is 10% energy, 10% health, 20% finance, 10% industrials, 15% technology, 5% telecom, 5% utilities, 5% materials, 5% consumer staples, 10% consumer discretionary, and 5% real estate. In terms of geo allocation, I am 33% Canada, 60% USA, 5% developed, and 2% emerging. My risk tolerance is about 20% meaning that I'd be seriously concerned if lost over 20% of my investments during a calendar year.
Does my allocation seem reasonable to you? Any changes (geo or sectors) that you'd recommend here?

Also, thanks to Biden's sanctions against Russia, I expect we will have high inflation (as well as high rates and possibly recession) at least until mid-2023. Do you recommend any temporary adjustments to portfolio allocation during this period of time?
Thanks for your great service!
Read Answer Asked by Michael on May 05, 2022
Q: Can I get your thoughts on Corteva's fundamentals and expectations for its upcoming report. Currently momentum looks good - New CEO has been in place for a few months and the stock is one of the few performing well in 2022. How does it look for starting a new position at this time? Are there other AG stocks that you would consider?
Read Answer Asked by Daniel on May 05, 2022
Q: 1. Can you please provide your analysis of these 2 companies.

2 I presently have a 2% position in ATA, and am considering adding. It has dropped from its high of $50+ to the mid $30s. What are the chances for a good bounce back?

3. in an answer last year, it seemed you were quite lukewarm about SNC. It seems to have held up better in the current down draft. What are its current prospects and do you see it more favourably in its current circumstances?

4. I also have a near 3.5% position in WSP. If it were you, would you add to ATA or WSP, or initiate a position in SNC?

Thank you for your excellent service.
Read Answer Asked by Leonard on May 05, 2022
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