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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 am interested in you Portfolio Change advice to sell the full position in Sylogist.

Would you consider that it has fallen in accordance to its current value?

Do you believe that the current price is not a “over-swing” of the pendulum?

Would your advice apply to both registered and non-registered holdings?

Do you see further downside to SYZ, or a shift in investment rationale and performance?
Read Answer Asked by Danny on November 22, 2022
Q: I’m having a hard time deciding between these two companies. Which one would be a better buy today for a long term hold and your thoughts on why. Thanks
Read Answer Asked by Cheryl on November 21, 2022
Q: A conundrum....
As with most investors, I have winners such as 'ATD', 'CSU', ';TFI' and 'WSP'. Because of this delightful phenomena, they now represent a much higher percentage of holdings than they did at purchase. I am reluctant to admit that I also have 'losers' such as 'ECN', 'LSPD', 'GSY', 'TCN' and 'SHOP'. Obviously their portfolio percentages are much lower than at purchase. I eschew selling winners, so please help me out in terms of re-allocating the broad spectrum of stocks, i.e. sell fractions of the 'winners' and average down on the 'losers'?
Read Answer Asked by Claus on November 21, 2022
Q: What weight, if any, do you put on Warren Buffett, through Berkshire, increasing his position in a stock? As you well know, he has a strong reputation for finding value. In the 3rd Q, Buffett increased his holdings in PARA to $1.7B. What is your view of PARA here? I think you last had it as a sell but that was in a portfolio clean-up. What does Buffett see that others may not see?
Thanks
Read Answer Asked by Dave on November 21, 2022
Q: Who are NVEE's closest peers and why do you like it? What large cap would pair nicely with it?
Read Answer Asked by Mark on November 21, 2022
Q: I am not clear on whether or not one is able to hold physical gold in an RRSP. If so, could you tell me how to do that?
Thank-you again for your steady guidance especially in these last few months.
Read Answer Asked by patricia on November 21, 2022
Q: I am making some end of year adjustments to my portfolio and am looking to add a new position with some cash in and RSP accounts. Looking at H, EIF or BNS. Which do you prefer at the momment. Income investor, long term hold, well balanced and diversified portfolio.
Read Answer Asked by Tom on November 21, 2022
Q: I hold these 3 healthcare stocks. Thinking of adding Lily. Do you see too much overlap in this combination or can you recommend others for diversification?

Thanks very much.

Mike
Read Answer Asked by Michael on November 21, 2022
Q: Hi Team,
I am looking to a general US ETF all sectors with lowest Tech holdings.
Your advice please.
Thanks
Best Regards
Read Answer Asked by Djamel on November 21, 2022
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