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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: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.

Read Answer Asked by Robert on June 09, 2021

Q: Hello,
I am looking at the equipment manufacturers and auto industry as possible directions for new investments. The above names are ones I have been considering but am interested in knowing what you think about heavy equipment versus automotive and within those categories, what you think might be the better choices.

Many thanks,
V

Read Answer Asked by V on April 21, 2021

Q: I currently hold 3% positions in FTT, TCL.A, ARE in the Industrial; as well as MG and NFI in Consumer Discretionary (I realize that these are in a different sectors but are also semi-industrial). I am thinking of adding MAL as a long term recovery play. FTT, & ARE had been added last year for these reasons. I'm quite bullish in NFI and see it as having the most upside in the short term.

Do you see this as being a good addition/strategy?

To fund a 1.5% position MAL is there one company that you see as not having as much "upside" that you would trim by half, or a combination that you would suggest trimming from?

Thanks!
Cory

Read Answer Asked by Cory on April 06, 2021

Q: Sir: I find myself still Down over 40% on SU, FIH.U, MTB, UMPQ and UAL and down over 20% on the others in spite of the recent strong market. So 1. Add to.? 2 sell.? Or 3 Hold.? Thanks for your great insight and valuable advice..........Jim

Read Answer Asked by James on September 10, 2020

Q: Sir, I find myself down 25-60 % in ALL of the above companies. In keeping with your BUY MORE, HOLD, SELL SOME or all, I would appreciate your thoughts on the above companies. I have some capital gains to off set so all is not lost- yet. Thanks- JP

Read Answer Asked by James on June 22, 2020

Q: Thank you for the great service you provide.
I would like to increased my industry sector holdings. I presently have TRI, BBU.UN,HON, (full position of CNR and CPR combined), FTT,
STN and NFI ( in the portfolio analysis summary NFI is listed as consumer spending cyclical. Should it not be listed as industrial? )
Goal is growth and income. 2 to 3 year hold.
Are there any you would sell?
Are there any you would add to?
Need to increase US funds as well.
Thanks so much.

Read Answer Asked by lorraine on June 01, 2020

Q: I currently hold RUS, TFII and SIS for my industrials. How would you rank the above industrials and should I be making changes?

Read Answer Asked by Harald on January 21, 2020
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