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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: These canadian banks represent 20% of my portfolio, I would like to sell CM as it consists of 25% of the financials and is mostly in Canada . Your thoughts please.
Read Answer Asked by nick on January 21, 2020
Q: Goodmorning
My son is looking at buying CSU or GSY for a long term hold in his RRSP I favor CSU because of its long term record of performance and additional security in size and financial strengh what would your selection by and why? He can afford only one at this time
Thks
Marce
Read Answer Asked by Marcel on January 21, 2020
Q: Do you know how brokerage firms determine maximum margin on specific stocks? About a year ago one could have 70% margin on GIL but it dropped to 50% a few months ago while a much smaller company like SIS continued to have 70% margin. Just recently GIL went back to 70% margin. I thought larger companies that pay dividends like GIL generally have 70% margin.
Read Answer Asked by Robert on January 21, 2020
Q: You sometimes mention that a particular stock would be OK for a basket of small-cap stocks. I am intrigued. I think you mean like a mini ETF where you track the whole as one investment. I think I have done something like that with a very tiny portion of my overall investments. I have a separate little portfolio with these 4 stocks, KUT, QST, MTLO, PNG. This group has been doing well so far this year with the exception of KUT. But I am interested to learn what stocks you might suggest for such a “basket”. Also how many stocks would you put in it?
Read Answer Asked by David on January 21, 2020
Q: What stocks would you look at to profit from the respiratory virus which is showing up in China right now? Thank you.

Jason
Read Answer Asked by Jason on January 20, 2020
Q: Hi There,
Can you provide your opinion of the debt level of this small cap REIT company?
In the event of a recession would you expect the company to still honor
all it's debt obligations comfortably?
Do residential REIT stocks generally perform better than the overall market during a
recession?

thanks for your comments!
Read Answer Asked by Ian on January 20, 2020
Q: Good morning- two questions. Last year, with your guidance, I invested in Gild and it, like many other non-growth stocks in the US, has languished. I noted a comment you made recently that GILD would have to wait and hope for another day in the sun. Is it time to sell GILD and move into a different health care in the US, and where do you suggest I go?
Second, after reading a dogs of the banks analysis, I thought that CM shares would likely have a robust end to 2020. So far I’m down 5%. Your thoughts on CM these days as far as the coming year is concerned. I’m a very patient investor with a twenty year horizon and bank dividends do look solid. Thankks
Read Answer Asked by alex on January 20, 2020
Q: It would appear that although this is a solid company it is down about 5% at the moment. One analyst did downgrade it to hold. The criticisms of the company seem to be the pay structure (transparency) and minimal growth due to an M&A slowdown. Both of these concerns speak to management. Are you able to provide any information on the management team? Are they strong, experienced with a stake in the company? At this time I am thinking it is a good buying opportunity despite its lack of momemtum.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 20, 2020
Q: Assume that Company A buys out Company B and included in that transaction are shares in Company A.

1 - What is a typical lock-down period for these shares?

2 - Would these new holders of Company A shares need to report on SEDI, even if the holding is as little as 4%? Does it matter if these new shareholders are part of Company A's regular operations?

Thank you.
Read Answer Asked by Richard on January 20, 2020
Q: Today on BNN, David Burrows suggested using the 150-day moving average to determine a stop loss point. Would he be referring to a "Simple 150-day Moving Average" and over which period of time on a chart does one apply the 150-day M.A.?
Read Answer Asked by David on January 20, 2020
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