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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: Hi there,

I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.

Any of the above stocks recommended to hold / sell?

Thanks in advance.
Read Answer Asked by Amy on August 27, 2021
Q: Hello,
I am trying to understand "hidden? value" from your viewpoint vs out of favor with the market.
REAL.to has lost close to 60% of it's value in the past year while many other assets have been rocketing up creating a massive opportunity cost for holding it(with no dividend). A month ago REAL was #10 in your top 10 in response to a questioner.
In the case of GUD, it seems the reputation of JG creates the expectation of an encore performance and periodic insider buys, and micro press releases temper the stock price decline from no real news.
Are there any tangible/intangible factors that would compel someone to make a contrarion investment in REAL at this point?

Thank you
Read Answer Asked by Delbert on August 27, 2021
Q: As a follow up to my previous question regarding the number of stocks, which two stocks do you have the highest conviction in if the goal is pure growth over the next 10+ years (GUD, EGLX, APPS, NVEI, and TOI)
Read Answer Asked by Marc on August 24, 2021
Q: Assuming you could keep track of N companies, would it not make sense to own as many as possible if business fundamentals are good, the price is reasonable, and you have the funds? This is compared to trying to select which specific company to add to or purchase from a basket of options. My understanding is that often a few really great companies can end up carrying your portfolio and make up for the losers (I believe this was from Peter Lynch's book). The reason I'm asking is because I look at more volatile growth stocks like APPS, AT, NVEI, EGLX, TOI and GUD , and keep asking myself that question. I'd love to hear your thoughts.
Marc
Read Answer Asked by Marc on August 23, 2021
Q: Endo Pharma tanked on Friday (down one-third) after announcing the hiring of a Restructuring Advisor. Do you think they will survive?
Of course, this revives the "will Knight ger Paladin" question.
I have always thought Endo would never sell to Knight because they would be embarrassed after paying so much for the company to Goodman and Co...
I guess it's now if ever...
Read Answer Asked by Steven on August 23, 2021
Q: I've just started to look into GUD and I'm trying to understand why the shares have been trading down since 2017. From what I can see, earnings and revenue have been climbing, they've beaten EPS estimates the last 5 quarters, insiders are buying, the company is buying back shares, management has a good track record....what is the bull thesis or what am I missing?
Read Answer Asked by Marc on August 19, 2021
Q: I would like to double my Health sector % as recommended by Portfolio Analytics. I could also increase US portion of my portfolio but either Can or US is fine.
Current holdings and percentage of total portfolio are:
GUD (.75%), WELL (2.85%), ABBV (.81%)
Could increase existing holdings but have also been looking at US stocks CI and MED.
Your thoughts on approach and recommendations, including additions/deletions/other equities I have not mentioned would be appreciated. Dividend is not essential.
As always, many thanks.
Read Answer Asked by Alexandra on August 17, 2021
Q: Hello Peter,
Can you comment on Greenlane's earnings release? Is it worth adding to it? Also, for Nuvei and Well, are both worth adding or just a hold for now? With current numbers for knight, beating on eps and revenues, do you think the company is finally showing signs of upward movement in the stock price ( it is up but are things looking good now). On my last question on Enthusiast Gaming,, is the stock a hold now and any ideas as to why it was not one of the takeover targets ( i know it is speculation but why would you think score over eglx). Much appreciated for your comments.
Read Answer Asked by umedali on August 16, 2021
Q: Hi

i have couple reds ( Xbc - 54%, REAL -46%, BBTV - 30%, ABCL - 25%, GUD - 16%, EGLX - 12%, MX - 11%, SYZ - 10% ) in registered account. Looking for your opinion whether to sell/hold/buy or replace with some other stocks in same sectors or any good replacement you think based on valuation irrespective of sector.

Thanks
sk
Read Answer Asked by S on August 13, 2021
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