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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: Over approx. 9 months,I will develop a high risk portfolio of smaller cap companies to hold for 5 years with the goal to maximize capital gains.Please rank the listed companies.Please add other names you think I should consider as well as a few U.S. names you might consider applicable.Deduct as many question credits as you deem appropriate.Thank you.
Read Answer Asked by maurice on May 12, 2020
Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.
Read Answer Asked by Ben on May 12, 2020
Q: Am wondering if there is a company or two that you’d recommend which is into teleconferencing with doctors or health officials. It seems like that may be a growing trend for the future to avoid trips to the doctor and expedite the experience saving health care dollars. The company could also be into setting up the software to make this happen. Thnks
Read Answer Asked by Dennis on May 11, 2020
Q: Looking to invest my CRA return in two of the above companies. I am well diversified, growth oriented and looking at a 3 to 5 year timeframe. Please rank the named companies with any appropriate comments.
Much appreciated as usual. ram
Read Answer Asked by Ray on May 11, 2020
Q: Thank you for May 5th report. # 3 states that this may be an opportunity to trim some names that have rallied significantly to reposition into a more conservative large cap portfolio. Could you give some examples of companies that would fall into those categories?
Read Answer Asked by lorraine on May 07, 2020
Q: Good morning everyone. Would you beable to give me a few ideas of value stocks and also growth stocks that will be moving in this market. If you have time possibly in both Canadian and US mkarkets. Enjoy reading all your articles. Thank you for all your insight.
Read Answer Asked by Marla on April 30, 2020
Q: Sorry, I did not mean to limit my question to investing opportunities only in Canada.
What opportunities do you see in the US and would you be able to rank both the Cdn and US suggestions regardless of country in order of preference pls.

Thanks,
Terry
Read Answer Asked by Terry on April 20, 2020
Q: In a relatively prolonged and deep recession,for each grouping of companies,please list in order from least likely to most likely to go bankrupt.
Group One:KEL,NVA,BIR
Group Two:STC,QST,WELL,XBC,GRN
Thanks.

Read Answer Asked by maurice on March 27, 2020
Q: Hello,
Im wondering What you think of these two companies now that they have come down significantly in price. Do you see it as an opportunity to slowly wade in or stay on sidelines.
Do you believe they will survive this crisis? Do they have high debt level?

Thank you
Read Answer Asked by Josette on March 18, 2020
Q: Hi Team,
This may be a bit of a "shot in the dark" question, but what i'd like to know is your top 5 companies with a "high risk - high reward" profile and 5 in the "medium risk - high reward" for a 3-5 year hold.
thanks
michele
Read Answer Asked by michele on February 13, 2020
Q: I'd appreciate your take on Premier Health which no analyst seems to cover. I discovered it while searching for other publicly-traded companies that use OSCAR as a platform for their electronic medical record (EMR) offerings.

WELL Health has been very clear that they are in the hunt for OSCAR-related assets - it so happens that PHGI has three of them (JunoEMR, KindredEHR and ClinicAid). They also have a couple of other assets that WELL would like to have or planning to develop (e.g. 4 clinics, a patient portal, telemedicine, a medical billing app, 2 pharmacies, interactive kiosks, etc.).
Read Answer Asked by Richard on February 10, 2020
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