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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: 2 Canadian stocks that I have been following and they are doing quite well are NNO and PAT ($1.78). How do you like them? Also, a U.S. stock I have has been on a down trend for some time. It is called ALB. In the Lithium market. It was mentioned by you some time ago. Is it a keeper? Thank you. Dennis
Read Answer Asked by Dennis on January 26, 2018
Q: have an assortment of small cap oils in small amounts I'd like to clean up.
Which would you keep, and which dump?
Read Answer Asked by Bob on January 25, 2018
Q: Thanks for the quick answer, further, then to trimming. If you suggest a 20% total in the sector, would you suggest 5% in each holding, or some 6 and some 3? Thanks for the detail!
Read Answer Asked by Kim on January 25, 2018
Q: I am following the BE portfolio. In tech, I already own Constellation and Kinaxis. If I want to add to technology, which of AVO, CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Thanks!
Read Answer Asked by Jean-Bernard on January 25, 2018
Q: Am I correct in being a bit nervous about the tech sector getting ahead of itself? I own the above stocks in tech. I have trimmed SHOP from about 12% down to 7%, and I own about 6% in the others, (all with good gains). So - still about 25% tech. I've thought of selling all tech and sitting on the sidelines for a few months, or, just making a trim to reflect a balance. How would you suggest I proceed to further? Thanks, as always.
Read Answer Asked by Kim on January 25, 2018
Q: Sales increase, price per ton increasing, but EBITDA not so much. What is your long term view on frac sands companies. Deepwater and oil sands are not where I want to be.
I am a patient holder of a small company (SNS) that is working on efficiencies. Should I hold?
Read Answer Asked by David on January 25, 2018
Q: Auto Industry
Supposedly a good time to invest in the auto industry is when the economy is coming out of recession and interest rates are low: at time when people haven't been buying cars, but soon will. (Which sounds like where we are now, right ??)

But a lot of financial commentators are saying that it is "too late in the cycle" to invest in autos. Is there in fact a "cycle" or is this phrasing just another way of saying "car sales are slow right now" ?

When do you think auto sales will pick up ?
Read Answer Asked by Don on January 25, 2018