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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 Team,

I know the expectations on ceapro are probably VERY HIGH and the recent attention on it is probably pricing it for perfection. On the other hand, it is debt free, adding a new facility, has rising sales and has a patented technology. Could the current price be justified?
Great job as usual guys!!
Read Answer Asked by Marie on August 22, 2016
Q: Hi 5i team,

As infrastructure in various countries are now in an expansion/renewal phase, infrastructure stocks may be the new 'utility' stocks of the future. I currently already owned BIP.un. Given the current market conditions, please recommend some Canadian or US listed infrastructure stocks or ETFs that are worth investing in now. Thanks
Read Answer Asked by Willie on August 18, 2016
Q: Hi Peter,
I find your website very useful. Kindly give five strong buy stocks from your Target price data list to invest in 2+ years.
Thank you,
Read Answer Asked by kaushikbhai on August 02, 2016
Q: XT-N
iShares Exponential Technologies

I am looking for an ETF that follows emerging new technologies. One that seems to fit the bill is iShares Exponential Technologies (XT-N). What do you think of it? Is there another you would like better? Are there any traded in Canada?
Read Answer Asked by David on July 25, 2016
Q: I'm considering a 2.5% investment of my portfolio in TIO Network[TNC]. Is this too much or too little?Since you began covering it last Oct., it has run up from $1.40 to a close of $2.39 yesterday. Is that too expensive for a buy or has it grown enough to offset that price increase?What are its short & long term prospects for growth? As always, your imput is much appreciated.
Read Answer Asked by Dave on July 25, 2016
Q: Hi, Ceapro Inc has garnered a lot of attention in recent months, with mentions of Nutragena, J&J and Jennifer Anniston. Stock appeared to have settled around $1.75-$1.80, but after Mr Peter Imhof made it one of his top picks on BNN, last week, it has shot up by another 25% in 3 days. Bob Mcwhirter mentioned on BNN that co. has built a new plant and would need to grow its revenue 10X to justify market expectations priced in the stock. Could you please provide some perspective on this co. and comment if it deserves this valuation and is worth starting a small position? Thanks
Read Answer Asked by rajeev on July 25, 2016
Q: Hi, I am considering replacing my IWo by IJR or SLY ( S&p 600 small cap growth). I was reading David Swensens book "unconventional success". Brilliant book. He talks about how Russell 2000 is not a well structured index as compared to S&P 600. Which has a better structure and therefore results in better performance. What are your thoughts on this. Also what portion of a portfolio would you suggest for small cap growth based ETF like this. This is for an otherwise diverse and aggressive portfolio. Your advice is most valuable. Cheers, Shyam
Read Answer Asked by Shyam on July 20, 2016
Q: Hi , I am contemplating doing some bottom fishing with money set aside for higher risk plays .
PHO by the books looks good , is there any possibility the recent loan fiasco could lead to criminal charges?
On the damage control conference call they mentioned a potential 1 time special dividend and even possibly putting the ompany up for sale .
With the books looking so good , does this seem to have more upside potential , than down ?
Thanks,
David
Read Answer Asked by David on July 18, 2016
Q: Could you give your insight into the growth profile for Shopify wrt revenue, margins, balance sheet, etc. Who are or could be their customers? What is their biggest risk? What are some companies, current ones and already successful ones, that you might compare Shopify to? And if you did rate it, what letter grade would you give it?
Thanks for your continuous assessment of so many different companies. Tis very informative.
Read Answer Asked by James on July 18, 2016
Q: I currently have, CSU,DSG,TNC,ESL, SYZ. I also have a little bit of MDA, BB, and AVO. I am not sure if these would be considered Tech or not.

I would like to add KXS. My portfolio is ~12% towards this space, and I remember reading that you are ok with 15 or 20%.

Anyhow, before adding KXS, should I sell some of the above, and concentrate my holdings?

I have done well on DSG and am up 70%, should I just sell it and move to KXS, or just add KXS?

Thanks for the guidance.

Cheers.
Read Answer Asked by Colin on July 18, 2016
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