Q: Hi, trying to figure out this market with AI and all that factors into it is challenging (for me). I have DSG which have a big loss on in my TFSA.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.
Q: In diversified registered portfolios I am underwater (16%-35%) for these 4 holdings. Are any of these likely to enter positive territory in the next 12 months? In what order would I sell these? Many thanks for a great service.
Q: This question is more of a question on my method of reasoning... I have three what I consider " speculative " positions in my RRIF . SLVO a 3.85% position, GDXY an 11.1% position and GSY which has fallen 40% in price and is now a 4.25% position .... The first two I feel qualified to monitor world events and see the signs of selling. I'm in at a $3000 price of gold and bought SLVO at the same time ..... GSY is what concerns me . My reasoning is that though GSY reports on March 25 it is PRL that will swing the scales on March 2 ... { please correct me if I am wrong on those dates } .... I see the following scenarios .....
1} PRL beats the numbers and is either flat or a modest rise . GSY does the same .
2} PRL doesn't beat the numbers and drags GSY down with it . As both are in the dog house I'm thinking a lot .....
3} GSY once dropping below $100 drops like a stone ....
From a risk reward point of view please critique my reasoning and if it might be prudent to get out of Dodge before March 2nd ?
Thanks for your terrific service ......
Q: I have some holdings in these stocks in non registered accounts at significant losses. At this time, would you recommend taking losses on these to trade for others? I don't mind switching sectors if you feel that future potential is understated, for example, compared to Shopify or Celestica or others.
Q: Now that Netflix is ​​abandoning the WB acquisition and receiving $3 billion, how do you value the stock? Should we revisit the November price?
Q: Now that Paramount has won the bid to buy WBD at 31$ per share, and stock price is still 28, do you see an almost guaranteed 10% gain as long as you're willing to hold the stock for a few months or a year?
It almost seems like a lot of free money. Any explanation why the current price is not closer to 31?
Do you recommend buying at $28?