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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: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.
Read Answer Asked by Dan on December 20, 2020
Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.
Read Answer Asked by Dan on November 18, 2020
Q: Thanks for your ongoing non-biased advice.
I have three DOGS in my non registered account ...... Baylin Technologies (BYL) with No Dividend, Cipher Pharma (CPH) with No Dividend and Pason Systems (PSI) that has a 3.5% Dividend.
Please analyze each account for future growth prospects, survivability etc.
My strategy is to double-down and buy more of each stock in my wife's non registered account during tax loss season because her income is very low ......... then wait 30 days and sell the above stocks after 30 days in my registered account either this year or next year.
Hope this strategy makes
MMD
Read Answer Asked by Daniel on November 16, 2020
Q: I would like to sell subject 4 companies, unless your advice is to hold because of much near term growth potential.
Please suggest 5 each U.S. and Canadian companies that you consider offering the
' best ' growth, short and medium term, with no consideration of industry.
Thanks
Klaus
Read Answer Asked by Klaus on January 16, 2020
Q: Cipher's quarterly report highlights transitions and strategic positioning for long term growth, also debt reduction. Their list of 2018 year end highlights appears impressive but does it read that way to you? This company looks busy for their size but what significants do you take from the list of 2019 anticipated milestones? Would you dip a toe in here? Finally how similar are CPH and GUD in strategic growth plans?
Read Answer Asked by Harry on March 21, 2019
Q: I am holding a position in this company waiting to see what the acquisition of Cardiome Pharma will look like - meaning will this put CPH on a path to higher earning. However the stock price is finding new 52 week lows. Would your advice be sell now or give them a quarter or two to see what this acquisition is going to look like?
Read Answer Asked by Harry on June 04, 2018
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