Q: I own PBH and bought at the high end so still under water. It is a 3.5 % weight in my portfolio. Do you think it would be ok to average down and bring PBH to a 4% holding or just hold at the 3.5 % ?
Thanks
Q: I have this in my PA but because it does not trade on the TSX there is no daily price and it looked like I lost the full amount invested which is incorrect. Any idea of when the stock will have the daily price on the PA?
Thanks
Q: Hi just bought DATA on Friday and got a good bump on Monday with Salesforce purchase. Would you recommend holding on to my shares or should I move on.
Q: With the recent run up of LSPD, would you buy it at today's price or wait for a pullback. If you suggest wait for a pull back, at what price would you buy in at.
Q: Can you please provide your expert insights into these two companies from investment perspective.
IFRX dropped 90% due to a failed Phase 2 and has roughly more money than its current market cap plus some other drug candidates in the pipeline. Do you think there is potential at the current price?
MYT dropped from more than 2 dollars to 66 cents, with a recent financing at 1.65 cents about two weeks ago. I tried to dig into their quarterly financials, but could not find them. What do you think about it? Where can I find their quarterly financials?
Q: Do you have any opinions RLI Corp? It appears to be an insurance holding company who's stock has done very well historically with good current momentum. It seems to be very under the radar with little discussion about it.
Q: On June 10 you answered a question on portfolio weights,saying that you would generally consider a good portfolio as having 25 stocks, making 4 percent a full position. How would etf’s figure into this scenario? I know that you have often said that one should have at least a 5percent position in an etf. Is that suggestion for a portfolio of 25 stocks?
Thanks again for the excellent site
My ACB on RPI is approaching zero. When I eventually sell, will Revenue Canada consider zero as the minimum possible ACB or am I expected to continue to calculate an ACB once it goes into negative territory?
This is likely more of an issue for my eventual estate, as I assume once one gets to ACB one just collects dividends unless management does something really silly. Is there any other reason to consider selling a reliable dividend payer once ACB gets to zero?
Q: Hello 5i I was hoping you could help me evaluate iep. It seems to have a low p/e of around 5x, but the growth prospects over the next 1-2 yrs dont look positive. Has a big dividend with a yield of around 10%. This company seems to have done well for its shareholders over the years. Wondering what you think. Thanks
Q: What's your current position on Beyond Meat? Is there any "moat" around this thing to protect it from competition? It seems like any company in the food processing industry could compete. What's the short position like?
Would you advise subscribers to even consider a short position or could that just result in being trampled by the herd?