Investment Q&A

Q: Hi,
I'm looking for some solid small cap companies in Canada.
Can you please list 10-15 companies and their industry.
Thx

Q: What are your recommendations for a 12 (Canadian) stock TFSA from your BE portfolio with a 3-5 yr hold with average to above average risk tolerance? Looking for individual company names.

Thank you

Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you

Q: What is your opinion of Reliq Health?
Seems to have been on a roller coaster for some time with some deep dives.
Is this another Patient Home Monitoring waiting to happen? Thank you.

Q: Do you consider Reliq a Healthcare or Technology company?

I have been trying to reduce my Info Tech but they are some of the best performing stocks and I have a hard time selling any of them. If Reliq is a Tech company, I am at 26% tech companies.

Is this too much risk?

Q: Any info to account for the move today. Up 18%.
Thanks
John

Q: Follow balanced equity portfolio and rebalancing. I do not have the 6 companies above. Please rank them in the order I should add. Any I should wait on to purchase for a price adjustment?
T as always Steve

Q: Risky but growth possible similar to pho,which other stock would you recommend?
No consideration to sectors.

Q: I'm thinking of following your lead and selling Stella Jones in my TFSA. Also, I have a small amount of cash to deploy. I hold the above stocks in less than full positions. Which would you add to at this point? I could also include COV although it's near a full position after it's nice rise. Also, what are the implications of holding an American growth stock in a TFSA. What would be your top 3 suggestions if you were going to add an American stock. Charge as many credits as necessary! Thanks.

Q: So now it makes sense why it crashed with no "news" I mean no news for us, but the promoters of the stock, new well in advance of all the inside maneuvers and took their profits , while dumb money are .. well dump money. Pretty much all health care stocks have been a disaster: PHM, CXR, PLI, CRH. The only way to make money on this type of stocks is to be early and leave once everybody is talking about them.

The above is a question asked by a member of this site for Reliq. if the above is true, why would you recommend to members that RHT is still worth buying. Please explain. Photon keeps bouncing to $2.30 level. Do you think it is worth adding to a full position and any idea why Spotify is surging everyday. Is Spotify a potential Netflix (in terms price appreciation). Lastly with the senate vote, i would have expected a surge in cannabis stocks, but they actually fell a bit. Thanks for your input, and appreciate your ongoing advice.

Q: Does Reliq have direct competitors and how difficult would it be for another company to design a similar business?

Q: I own 3/4 positions in the above company’s. Rht I’m in at $2.10. The other two are up from my purchase prices. I have some more money to invest. Would you top up the positions? Or could you recommend 2 stocks that you would by for a couple year hold. Thanks

Q: Good afternoon guys:
I am down a lot on knight and Crh. I will keep Knight but thinking about sucking up my loss with Crh and switch to reliq health. Should I stay put with Crh or switch it out.

Thank you
Mark.

Q: RHT: can you assess what's happening to price. It's been weak the past couple of weeks. Are you still endorsing the stock or have you cooled to it. If so, why?

Q: Which of these would you initiate a position in today based on a 1-2 year holding time frame?

Q: Your previous answer - RHT at $1.50 is still expensive, so what would be the reasonable price to get in then? Thanks

Q: So now it makes sense why it crashed with no "news" I mean no news for us, but the promoters of the stock, new well in advance of all the inside maneuvers and took their profits , while dumb money are .. well dump money. Pretty much all health care stocks have been a disaster: PHM, CXR, PLI, CRH. The only way to make money on this type of stocks is to be early and leave once everybody is talking about them.

Q: RHT at $1.50 is a good entry price or still expensive.? Thanks

Q: I would like your thoughts on earning for rht and vhi.

Q: What's your take on the company's revenue recognition policy? It sounds strange and not so "conservative" to me. They should use accrual basis for accounting and reporting. I am wondering if this has something to do with their recent problems with hardware shortage delaying clients onboarding, such that March sales are too low to show. Hope they are not doing this to try to hide something.

Thanks.