Q: What is your opinion of buying any or all of the above at this time for some US exposure generally and for these sectors specifically.Please rank them in the order you'd recommend them and I understand the limitation of your opinion regarding US equities. Thanks - Ken
Q: I currently own SHOP, KXS and PHO but want to add one more tech stock to bring my tech weighting up to about 15%. I was thinking about adding CLS or OTEX. Which would you prefer as more of a growth stock or do you have another suggestion?
Q: I have some room for a small cap growth stock.
Thinking of itc or pho....or would you have other suggestions.
Why in the case of itc and pho would you prefer one over the other?
Q: I own 3000 shares of Neulion NLN bought at $1. At the current low price of the shares at $.60 I am tempted to average down.What would you do? Are the fundamentals sound?
Q: In my technology sector I hold CSU, ABT,ITC, KXS, MDA and OTEX. These stocks share equal weights except for Constellation (CSU) is up more than 300% and is now taking up 30% of my 15.5% weighting in this sector. Although I do not want to sell CSU, should I be looking at rebalancing and replacing perhaps half of my CSU with another tech stock? If so, would you suggest a new one or recommend adding to one or more that I already have. Thank you for your views on this.
Q: Sandvine has purchase offer at 3.80 from vector capital....made May 29 with 42 day for other offers....stock today went up to over 4.00. Any idea why can't find info on other interest....
Q: I don't currently have a stake in the US technology industry, and am thinking of using the recent pullback as a good entry point. What do you think of the US tech sector for a long-term hold? Could you comment on using XQQ to meet this objective and an appropriate percentage allocation? Are there any other TSX/CDN$ ETFs with large holdings in US tech that you would recommend instead?
Thank-you
Q: Peter and His Wonder Team
Today they signed a licence agreement with Amazon. Please explain...what is a "licence agreement"? The stock jumped...what implication does this agreement have for QTRH.
As always...thanks for your information!
Dr.Ernest Rivait
Q: My tech sector consists mainly of these three stocks which I knew was too heavily weighted - but I did not want to jump off the bandwagon.. Today that weighting is about 17% of my portfolio - going down. What percent weighting would you advise now? And would you advise reducing all three across the board by the same percent or treat each differently? Or maybe dump one?