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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: Of the 3, which do you see with greatest growth potential? Is there any overlap in owning all 3 that would make one expendable?
Read Answer Asked by Todd on June 16, 2021
Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.
Read Answer Asked by Martin on June 15, 2021
Q: I just saw the latest short report. WELL had over 5 million listed which is a ton. Very few are higher. Is there market rules which forces them to cover where they have no choice. Could a Game Stop Corp scenario happen.

Thanks Steve
Read Answer Asked by Steve on May 31, 2021
Q: I hold full positions in both WELL (growth portfolio) and PKI (balanced portfolio). Wonder about overweighting these two positions by adding to them as WELL seems to have near term upside and PKI as a reopening recovery that is still appears to be reasonably priced. The additions would be like 50% of the target weighting. Also I'm prepared to hold for the longer-term, like 5 years. Does this make sense or are there better opportunities? .......Thanks for the insights.......Tom
Read Answer Asked by Tom on May 27, 2021
Q: Which of these stocks/etfs would you predict to have the best near term upside?
Read Answer Asked by Timothy on May 25, 2021
Q: With the down turn in tech stocks, I am thinking of sellimg my Photon and replacing it with QUIS, CTS, and WELL. I t looks like the price of Photon will not go up much more that 3.60 and perhaps these stocks can benefit from the correction they are in. I figure that I might as well put the money and great profits (200%) to work in these potential gainers. What do you think of this switch.
Kevin
Read Answer Asked by Kevin on May 13, 2021
Q: Hi,
TDOC is down roughy 50% from its high while I am down ~20%.
This is the only health/telehealth stock I own within my portfolio.
I wanted to maybe sell out of TDOC and buy another stock within the same industry. I realize that this could be a foolish move as I would sell at a 20% loss only to acquire another stock that could drop too.
What would be your thought process and would you still be ok with TDOC?
Thanks,
Read Answer Asked by ilie on May 10, 2021
Q: In a growth portfolio, which two of the above would you add to today?
Thanks for your opinion.
Read Answer Asked by Curtis on May 04, 2021
Q: What do you think about their announced NCIB? Since they are a growth by acquisition growth company, they have a tendency to issue shares and they need their available cash. Why would they start buying back shares in this case? Are they just trying to ‘stick it’ to the short sellers? Seems like a weird capital allocation strategy to me.
Read Answer Asked by Leo on May 03, 2021
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