My portfolio has become Biotech heavy, I own 6, ACAD,CLDX,DND,HALO,GILD & SCMP. I would like to drop 1 to diversify better. I've narrowed it down to either CLDX or SCMP. CLDX has been issuing shares to raise cash, but may have a niche, developing their lung cancer vaccine. SCMP is much smaller but their Balance Sheet is very strong and they have a global partnership with Takeda. Which one would you drop? Or do you think it would it be better to take profit on either ACAD,DND,HALO or GILD.
I'm confused on which option to take.
Q: It looks to me like the industrial metals could be ready for a pop. Aluminum is on an upward swing and zinc has higher highs and higher lows. Copper is in a triangle pattern on the weekly charts so school's still out on that. But my question is, are there any zinc producers you like for a small position?
Q: hi 5i, my question is about SPP spot coffee on the venture. They announced yesterday that they want to franchise the stores to grow faster. What are the risks? and do you see any upside? they are quite small. thanks.
Q: Re Jason's query regarding trading fees:
TD Waterhouse now charges $9.99 for all Cdn.& U.S. trades placed
online through WebBroker. No minimum balance requirements and
no share quantity limitations.
Q: Peter, Since your recommendation on CF, is has short up with earning surprise. I own both CF and GMP and was waiting to add to one or both of them. GMP reports March 05. What does your research say about GMP? Do you expect earning surprise like CF?
Thanks.
Q: Re: SSW. If Germany did in fact recently make a huge investment in ship building, is this likely to impact negatively on SSW's future? Many thanks for your continuing help.