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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: You did a portfolio review for me in March and it was very helpful. I sold some losers, still have some stragglers and picked up a few great stocks & ETFs. I am wondering if I should hold CXI until later in the summer, in hopes business picks up or sell it now and buy KXS. I am down 40% in my TFSA and it's hard to sell but I am tired of waiting for good news. Your valued opinion, please. I know that it is no longer in your portfolio.
Read Answer Asked by Elizabeth on May 26, 2017
Q: A friend worked at PEO a few years back and mentioned the stock to me at .30 saying in conversation the CEO - who she had a great respect for - suggested he was building this company to a $10.00 share price. After watching the company, I took an initial position, then added to it when 5i came on board. I am overweight now and it continues to rise. I'm curious why he would pick $10.00, would that be a market cap where bidders would step in, an exit point perhaps? I realize you cant read minds, but after seeing companies built and sold, any thoughts here? What would be the main risks with this company?
Read Answer Asked by Charles on May 26, 2017
Q: I want to buy ITC but have two outstanding research questions. First what is the overall level of insider ownership and where can I find this information for Canadian companies. Second, management's major concern seems to be around "...increased competition ..based on the decision by Qualcomm to expand their sales through a relationship with Arrow electronics...[who] now distributes select Snapdragon processors ...that will compete with Intrinsyc." Is there any way to quantify or estimate the effect on this on Intrinsyc's most recent quarter and on revenues going forward? Or more generally, how would you think about this? Thank-you as always for your excellent service.
Read Answer Asked by Alex on May 25, 2017
Q: Hi there,

A few weeks ago you had suggested to maybe add XAW to my portfolio (which follows your Balanced Equity Portfolio) for outside Canada exposure. In a portfolio of 100% equities - how much would you recommend being put towards the Balanced Equity Portfolio and XAW?

Thanks!
Read Answer Asked by Michael on May 25, 2017