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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: Thanks for the quick answer, further, then to trimming. If you suggest a 20% total in the sector, would you suggest 5% in each holding, or some 6 and some 3? Thanks for the detail!
Read Answer Asked by Kim on January 25, 2018
Q: I am following the BE portfolio. In tech, I already own Constellation and Kinaxis. If I want to add to technology, which of AVO, CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Thanks!
Read Answer Asked by Jean-Bernard on January 25, 2018
Q: Am I correct in being a bit nervous about the tech sector getting ahead of itself? I own the above stocks in tech. I have trimmed SHOP from about 12% down to 7%, and I own about 6% in the others, (all with good gains). So - still about 25% tech. I've thought of selling all tech and sitting on the sidelines for a few months, or, just making a trim to reflect a balance. How would you suggest I proceed to further? Thanks, as always.
Read Answer Asked by Kim on January 25, 2018
Q: Sales increase, price per ton increasing, but EBITDA not so much. What is your long term view on frac sands companies. Deepwater and oil sands are not where I want to be.
I am a patient holder of a small company (SNS) that is working on efficiencies. Should I hold?
Read Answer Asked by David on January 25, 2018
Q: Auto Industry
Supposedly a good time to invest in the auto industry is when the economy is coming out of recession and interest rates are low: at time when people haven't been buying cars, but soon will. (Which sounds like where we are now, right ??)

But a lot of financial commentators are saying that it is "too late in the cycle" to invest in autos. Is there in fact a "cycle" or is this phrasing just another way of saying "car sales are slow right now" ?

When do you think auto sales will pick up ?
Read Answer Asked by Don on January 25, 2018
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