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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: Morning

I have funds in my TFSA and am interested in investing in one of the three stocks listed. Would appreciate your thoughts on rating the growth and risk of each and whether you feel there is a better growth alternative.

Wayne
Read Answer Asked by Wayne on April 26, 2021
Q: Thank you for . I do not normally place much importance on insider selling. However, I see that insiders have been selling a lot of CRM, including sales by Mr. Benihoff . The stream of insider sales reports seems never-ending. Granted, the above is not uncommon and could be due to grant/redemption of options. But the sales seem to have been non-stop lately. Is this something on which one should place any weight to when thinking about one's own thoughts of trimming CRM?
Read Answer Asked by Adam on April 26, 2021
Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021
Q: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley
Read Answer Asked by STANLEY on April 26, 2021
Q: WELL is sinking like a rock based on this short report. Grizzlyreports.com/we-believe-well-health-technologies-is-a-toxic-roll-up


What are you thoughts on the issues:

- divesture of Silicon Valley buyer
- data breaches
- CRH key customer renewal not looking good
- the outbidding of itself for key assets like source 44
- circle’s shareholders cashing out.
- etc
Read Answer Asked by James on April 23, 2021
Q: Further to your comments today about Superior, could you also provide the payout percentage and if you consider it a buy today as a new position. This would be more for income than growth. A couple other questions: where does most of their propane go - residential or commercial? How does propane fit into the current "green" initiatives relative to other hydrocarbons?
Thank-you
Read Answer Asked by grant on April 23, 2021
Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day
Read Answer Asked by El-ann on April 23, 2021
Q: Good morning,
I would be interested in looking at companies in the Canadian oil patch,i.e. small caps and mid-caps with a solid risk reward ratio and that would offer strong leverage to the price of oil.Warrants offer much leverage but don't seem to used much anymore by companies, why would that be? Many thanks ,
Jean
Read Answer Asked by Jean on April 23, 2021
Q: I am thinking of starting a position in CWX but want your thoughts before I pull the trigger. They recently announced what appears to be very strong preliminary results for Q1 and the stock had been responding nicely, hitting an all time high ($10.83). Then this morning the company announced a $75m bought deal at $10.00 per share to shore up the balance sheet and have money for acquisitions. The stock is now 10% off the high set a few days ago. Is this an opportunity to jump in and take advantage of a temporary dip as the new shares are absorbed into the market or are there any warning signs you see? As well, do you have confidence in management and see this as a solid long term investment with a safe dividend yield (currently 4.88%)

Many Thanks

Scott
Read Answer Asked by Scott on April 23, 2021