Q: I am underweight Healthcare, but do own RX - GILD - GUD - SIA. Both RX and GILD are down double digits. GILD I gather from previous questions is probably worth holding on to. But what about RX ...buy more, sell or hold? If sell, what would your "buy" suggestions be to beef up my healthcare weighting?
Q: If someone only has a TFSA account and no other investments should they still add a ETF like VEE? They have a long time frame or just invest in the different sectors of the Canadian markets?
Q: Topic: interest rates and income stocks, particularly utilities in a "stagflation" scenario.
I understand your message regarding higher interest rates reducing the appeal of income stocks in a growing economy.
But what about stagflation? If interest rates spike, but the economy stagnates (some us remember the 70's) .... would stocks like the utilities still likely "stagnate" or drop as well?
Would anything do well in a stagflation scenario?
Thanks for any information or guidance you can provide.
Q: Hi Fellow Investors!
For those that haven't read the recent 5i blog on averaging down yet I would like to recommend reading it. It is an important topic and well written.
I would just add that averaging down beyond a normal portfolio weighting can put a big dent in one's longterm returns if things go wrong. In my experience you need a very high degree of conviction to average down and by definition such opportunities will only present themselves very rarely. Most investors cpuld do well to avoid the practice entirely, IMHO.
Cheers
John
Q: just joined today. want to follow your balanced equity portfolio thinking 20 stocks at 5%. you have more than 20 in the model which ones do I not invest in. As well can you recommend an etf with foreign content (probably us) to complete my portfolio. T steve
Q: I recently purchased 50 shares at $650, with a multi-year horizon, following a thorough article about FFH being a top-ranked stock when it comes to long-term value AND growth. It has recently been on a steady decline, down by about 5%. Where could I find a relevant explanation for why this is happening and what is your outlook for FFH moving forward ?
Q: This stock has had a great run (up 30 percent in a month). Where does it go in the short term from here? I presume you still like it longer term. THANKYOU
Q: Robert Breault and Joseph Litner have dumped a ton of their Photon shares recently. Can you give me the new insider ownership %. Also is this concerning? I know the buy back has cancelled some of these shares out but it seems like a lot more selling then usual.
Thanks
Q: Alaris Royalty is down today after what seems like moderately positive recent news. Would this be a good time to add to my half position? Thank you.
Q: Any reason for the recent weakness in the stock price? Their latest update didn't seem to be negative to me. Could you comment please on whether to continue to hold in my income account.
Thank you
Q: I have been considering a purchase of AD, and am not sure if today's drop makes it more attractive or less so - are you aware of any news/actions that would result in the 4%+ price decrease? I am looking at AD more for income than growth, but obviously capital preservation is important. Would you buy AD today, why (or why not) and could you comment on the dividend sustainability.
Thank-you