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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: Without regard for sector diversification and/or weight - If I needed to raise some cash in my portfolio, and wanted to sell some of my losers...which of these names would you sell in order of priority. Could you kindly provide rationale for why you might sell vs. hold. Thanks
Read Answer Asked by Jeff on July 21, 2017
Q: I have a small ($35k) car account - bought a new car and financed most on basis of keeping my capital, hopefully offsetting the low interest cost with dividends. Portfolio: AD,AX,CWX,DFN & PZA. ax represents 37% and has given me a 12% capital gain in addition to the 8% dividends. It now seems range bound at $13. Thinking of taking that capital gain and replacing AX with a combination of ALA and IPL both of which seem to have some upside potential, while still paying 6-7% div. What do you think? Thanks, continue to love your service.
Read Answer Asked by Mark on July 20, 2017
Q: Isn't the fall in SP an over reaction?? Home Depot has been successfully fending off Amazon with successful online retail of its own for several years in many of its business lines already (hand and power tools etc). Not to mention people don't like buying a lot of their goods online and prefer to buy or pick up in person. I just don't see why there's such a big reaction. I own HD shares and am now a bit under water. I don't typically like holding on to losers very long. What would be an appropriate stop loss level for this stock and/or what are your thoughts on the stock moving forward. Thanks
Read Answer Asked by Scott on July 20, 2017
Q: In your answer to a question from Oscar about Hydro One buying Avista, you said “We would be fine with the debenture issue, with the conversion price discounted to $21.40 to entice investors.” My question is as follows: Will individual investors be able to buy these Hydro One debentures when they are issued?

Thanks in advance for your answer.
Read Answer Asked by Michel L on July 20, 2017
Q: I am curious about a comment you made earlier. Someone asked about photon control, and you pointed out that nothing had changed with regard to the situation or prospects at this company, which your regard as very good. Yet since late April, the trend in its stock value has been steadily downward. Savaria is another of your favorites with great prospects, but its trend over the last six weeks, has again been consistently down. If the actual underlying performance of the company has not changed, what causes a stock to fall off like this, not for a day or a week, but consistently over a long period, given most investment is being done by professionals?
Read Answer Asked by John on July 20, 2017
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