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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 have owned and added to these three US banks over the past 12 months. I'm down on Citigroup and have done well with JPM and BAC. I have 25 years before I need the money, should I sell Citigroup and add to the other two or keep all three.
Read Answer Asked by Wes on June 13, 2018
Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU

Thank You
Clarence
Read Answer Asked by Clarence on June 13, 2018
Q: BNS recently acquired assets totalling $7b over a short period. resulting in downgrade by BAC,& Merill Lynch to neutal & RBC(sector perform Tp$86 fr.$95) & NA(sector per,Tp $85 fr $88),There is a fear of indigestion.BNS is making purchases @ the heights(so far) of a 9/10yrs(long tooth) bull market.There are doubts from some circles about the strength of the global markets,where BNS invests.Your views please.Is this a good time to buy/nibble? Thanks foru normal great services & views.
Read Answer Asked by Peter on June 13, 2018
Q: Hello Peter,
On Nov 23, 2017 Brian has asked about GoldMoney and in Dec 2017, Amy had asked about Mogo Finance. You had indicated that both were buys at the time and the stocks were high. What has changed so much that both companies have declined significantly 6 months later. Also, can you please explain the main differences between Cannabis Wheaton (now Auxly Cannabis), CannRoyalty, and Ianthus Capital Holdings as latter two continue to do well where as Cannabis Wheaton is in the dumps. Finally, i just wanted to comment that in addition to your expert advice, i do appreciate the comments by members and the type of questions asked as it provides insight into many companies. I find this site very useful in many respects. Thank you.
Read Answer Asked by umedali on June 13, 2018
Q: I would like to invest in a REIT. What is you opinion of the above REIT's with an eye towards income. Any other suggestions?
Thanks,
Jen
Read Answer Asked by Jennifer on June 13, 2018
Q: I want to make a short term investment to get the next dividend payment. I have $33K to invest for the longterm. However, while I make up my mind about which stocks, I want to put my cash to work. What high yield, safe stock can I buy to get the next dividend payment. (Meaning; whose ex-dividend date is coming up in the next several days or a week.) I realize I would pay 2 trading commissions to buy and sell.
Read Answer Asked by Helen on June 13, 2018
Q: Peter and Team:

I am a long term investor and understand your thoughts on market timing and political influences.
Having said that, which companies in your balanced portfolio stand the most to loose if we get into a protracted trade dispute with Donald and his gang.

Thanks

Phil

Read Answer Asked by Phil on June 13, 2018
Q: Would you be able to comment on this article and suggest some defensive strategies to prepare for this?
As always, thanks for your insight.
https://www.washingtonpost.com/business/economy/beware-the-mother-of-all-credit-bubbles/2018/06/08/940f467c-69af-11e8-9e38-24e693b38637_story.html?noredirect=on&utm_term=.1408c8689773
Read Answer Asked by Robert on June 13, 2018
Q: I wonder what your thoughts might be on this co. they have some production from both n.e. B.C. & Texas they have had some recent exploration success in northeastern b.c. I am somewhat concerned with their debt levels specifically 8.42 mill. of short term.

thanks
Lance
Read Answer Asked by lance on June 13, 2018
Q: Have done well with CXI. Also have BNS and TCN for financials. Your last few answers and report have me thinking of selling CXI and buying GSY. Would you make this move or just leave it, long time frame.
Read Answer Asked by Ian on June 13, 2018
Q: What do you think generally of trailing stops as a protective strategy? And specifically, I was fully invested in Shopify at an average cost of about $90. Now it is starting to seriously unbalance my portfolio, and yet I hate to sell any of it when it is doing so well. If you think a trailing stop would make sense in my case where would you set the delta?
Thanks.
Chris
Read Answer Asked by CHRISTOPHER on June 13, 2018
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