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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: Hi,

Please explain a scenario where an investor participates in a PP where warrants are attached to the shares. In most cases there is a 4 month hold on the shares. I follow a blog site where it seems the blogger gets in on the PP and aggressively promotes the stock on various media. Once the 4 month hold period expires, he seeks his shares at a profit or small loss. Does he retain the rights to the warrants? If so, this seems to be a risk free investment as long as he recoups his initial investment. Doesn’t seem fair unless you are an accredited investor and can take advantage of these offerings.
Read Answer Asked by Kelly on April 13, 2021
Q: I own a fully position in IWN - with what's been going on lately with sector rotation (Growth verses value) should i see half the position and buy IWO (growth) or sell the entire position in IWN and buy IWM (both growth and value) ?

Second question I own significant holdings in WEF (overweight) WFG (1/2 position) and lastly Canfor (Full Position) My question is is it time to exit hold or reduce as lumber prices cannot stay at the present level forever?? (your comment please) maybe even sell some WEF some and go with a big house builder or even Lowes (I already own Home depot ) your guidance is appreciated
Read Answer Asked by Terence on April 13, 2021
Q: I entered this position in September 2020 and am currently up about 11% and am concerned about the ability to maintain value in the event of "flight to quality" or market correction given high valuations in the U.S. market today. I recently retired and so capital preservation with some growth opportunity in order to keep up with inflation is important (can be somewhat conflicting goals due to risks of growth stocks). Given the current market would you be comfortable continuing to hold this or would you take profit now and reinvest it into something else? If reinvesting what would you recommend given the stated goals?
Read Answer Asked by Andrew on April 13, 2021
Q: I am looking to increase my health exposure. I am looking at TDOC, DOC or VEEV and already have a full position in WELL. Do you prefer one over the other, all 3 or do you have another recommendation in this space?
Thanks for your service!
Read Answer Asked by Ozzie on April 13, 2021
Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.

Thanks for your thoughtful review.
Read Answer Asked by Peter on April 13, 2021
Q: Good morning and thank you for your great service. My question is regarding your portfolios. I have a considerable amount of cash to invest and as I'm nearing retirement would like to lower my risk. I am thinking of investing approximately 50% in the stocks in your income portfolio. My specific question is regarding the individual stocks in the portfolio, are there any stocks in the income portfolio that you would not recommend buying at this time?

Thanks you,
Kevin
Read Answer Asked by Kevin on April 13, 2021
Q: I am thinking of trimming a bit from BEP(up 300% with ROC) and adding to my positions of DIR.UN and DIV. I am retired and looking to increase my monthly dividend payout companies. Currently BEP is around 4% of portfolio, DIV is 4% and DIR is 2.3%. Is this a sound move or do you think there is a better option with another monthly dividend payout company.
Read Answer Asked by Kevin on April 12, 2021
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