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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: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.

Read Answer Asked by Dan on November 18, 2020

Q: Hi Folks,
I want to shake up my small cap holdings. I would like to add some of your favorites such as WELL, STC and PHO. I currently have losses in AKU, CHR, EIF and TCL.A......should I continue to hold these or sell to free up some cash for better opportunities. It's a registered account so no tax implications.
Thanks for your help,

Read Answer Asked by Dennis on July 28, 2020

Q: I have what I call a mini portfolio of higher risk stocks in addition to my portfolio of diversified quality portfolio.
I presently hold ATE, AKU, PNG. I want to add 3 oil stocks to this portfolio. Thinking maybe, VET, MEG and NVA. Opinion. Any other likely candidates in the smal/mid cap. Candidates should be less than $5 and a good hedge position to protect them over the next 6 months.

Read Answer Asked by Roy on April 07, 2020

Q: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.

Read Answer Asked by Roy on March 27, 2020

Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.

Read Answer Asked by Roy on February 12, 2020

Q: I would like to sell subject 4 companies, unless your advice is to hold because of much near term growth potential.
Please suggest 5 each U.S. and Canadian companies that you consider offering the
' best ' growth, short and medium term, with no consideration of industry.

Read Answer Asked by Klaus on January 16, 2020

Q: I am looking at adding Akumin for some exposure to the health care field and like that they are Canadian but operate in the U.S. Could you please give me your thoughts on this company and its potential growth over the next 3-5 years.
Also, can you please tell me the difference between AKU;CA and AKU.U;CA, and which you would recommend buying.


Read Answer Asked by Paula on October 17, 2019