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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: Hello,

I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.

If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.

With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.

Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).

Is there a compelling argument to be made to continue holding GUD?

Appreciate your insights as always.

Marc.
Read Answer Asked by Marc on March 08, 2022
Q: I have these holdings in a TFSA shown in descending %. First four at 15% each. Next three at 10% each. Adding $7000. Any additions to what I have? Any new ones? I appreciate the %'s are personal choices ( Part of let the winners run camp). Would you advise trimming?
Have good day. Thanks.
Paul
Read Answer Asked by Paul on February 07, 2022
Q: Hello Peter,
It appears that Knight Therapeuctics is testing ones patience for long term investing. Do you think it is worth a hold given the lack of performance for a long time? I am bit puzzled as sometimes when there is no attention paid to a stock, it is a good time to buy if the leadership and fundamentals appear to be intact. Please advise. Also, Nuvei seems to be developing more partnerships. Is it worth adding to a full 5 percent position as it has settled into the 80s range.. Thank you for the service.
Read Answer Asked by umedali on January 24, 2022
Q: Good morning, I have 32 positions spread between the two TFSA's that I manage. I'd like to get that down to 25. The above are holdings that have fallen to less than half positions and I'm wondering if you could suggest 6 or 7 for removal. Also are there any that you would add to in order to bring them up to half positions. Secondly, without knowing my weightings, do you have a suggested sector or two for this years TFSA contribution?
Read Answer Asked by Rod on January 06, 2022
Q: Howdy to all you Santa's helpers, thanks for all your wise council.
My question today is: i recently sold GUD after a long hold and so am looking for another healthcare replacement. I know you have reported on NBLY and AND and so wondering which of the two you would recommend to replace GUD. Or, do you have a better recommendation?

Thanks to all
Read Answer Asked by ralph on December 22, 2021
Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT
Read Answer Asked by kaushikbhai on December 10, 2021
Q: I am considering sell GUD and buying IBB and/or IHI and/or VEEV and/or GH. Risk is not an issue and I am okay with US stocks as well as Canadian. Your comments would be appreciated.

Thanks for your service
Read Answer Asked by Ozzie on October 04, 2021
Q: Hey Team,

I realize you have moved on from GUD, and I can understand, although I feel that you may have given up just before the value realization.

Am I reading their statements correctly in that they have over $5 per share on just current assets, and another $5 in long term assets?

This is on an arguably improving landscape for the company over the next 12 months?
Seems way too cheap to ignore, when fundamentals have turned positive, no?

Read Answer Asked by JAIME on September 23, 2021
Q: Now that Knight is no longer part of the BEPORT is 5i looking at a sector replacement and if so what is it? If not, since we are not restricted by borders, should we look to the U.S. for a sector weight?
Read Answer Asked by Jeff on September 22, 2021
Q: hello 5i:
We've held GUD since 2014; one of the very few losers in a mostly, 5i recommended and diverse portfolio. Its shrunk to a less than 1% holding. Would you now be fine letting this go to add to a 1.5% position in WELL, realizing there may be a valuation difference? Thanks for your good work over the years. hello 5I:
just asked this question and should have included other health care holdings so you could assess properly. MRK, ABBV and VEEV in equal amounts. WELL at a smaller position. Please include this info with my previous question when answering.
thanks
Paul L
Paul L
Read Answer Asked by Paul on September 02, 2021
Q: I currently own these stocks that are underperforming in my portfolio and would like to sell and invest elsewhere.

What stocks do you recommend I sell?
Read Answer Asked by Jasmine on August 31, 2021
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