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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 follow your Balanced Equity portfolio, and have new money to add, probably enough to add to 6-10 positions, which ones should I add to today?

Please do not include the following companies, since I am fully weighted/overweight in them: BNS, CSU, MG, MX, PBH, PKI, SIS, SU, WSP

When do you think you will be making the next BE portfolio change? If you are planning on selling an existing BE position, please do not recommend that I add to it at this time. Thank you.
Read Answer Asked by Walter on March 14, 2019
Q: Not a question just a statement. Here is a reminder for us long term holders of Knight Therapeutics on what the investment horizon may be.

"For investors, if their investment horizon is not their grandchildren, we are not the right company for them. Paladin had 19 years of record revenues but for 12 of those years, our stock was flat. It took us 19 years to become an overnight success." - Jonathan Ross Goodman
Read Answer Asked by Adam on March 14, 2019
Q: Should I sell this stock and take my losses or continue to hold in the hope it may go up in value?
Read Answer Asked by elgin on March 14, 2019
Q: I have heard anecdotally that the quants, computers, algorithms, etc. are responsible for a large portion of stock trades in today's market. Sometimes "experts" say that these automated systems exacerbate stock price moves to both the upside as well as the downside. Shorts sellers seem to have the power to punish stocks that get to ridiculously high valuations. But what tool does the market have to reward stocks that have been overly punished, other than time and the management taking the time to talk up their stock. An NCIB seems to be kind of an incremental way to support share price and I believe (correct me if I am wrong) that a company has to apply for an NCIB which takes time. Should stock exchanges give some new tools for companies to counter act a sharp downward share price movement? If a company has a strong balance sheet, let's say net cash positive, perhaps they should have the option to buy back large amounts of stock on short notice when the quants, computers, automated trading etc. drive prices far lower than they should go. In this scenario companies that are prudent financially could take of advantage of a Dec 24,2019 incident. In these situations a company could say to the market," If that is how little you think of our shares we will gladly buy as much of it back and send them to treasury, thank you computer traders, thank you computer trading, thank you ." I am not in the financial industry so I may not understand the big picture. This is kind of a long and complicated question so I am not sure if you can answer it without writing an essay.!!
Read Answer Asked by Paul on March 14, 2019
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