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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 Peter and Staff,
What do you think about the turnaround story at FireEye. Could this stock get back to the $20-$25 level within the next year or two? According to their inventor presentation released Feb 2/17 "Q4 2016 Financial Results" they have made some progress towards trimming their sale and marketing expenses year over year. Any perspective you have would be appreciated!
Thanks Steve.
Read Answer Asked by Stephen on April 03, 2017
Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?

Thanks.

Paul F.
Read Answer Asked by Paul on March 29, 2017
Q: Hi Peter, Ryan and all,

I am a rational DIY investor who adheres to the diversity mantra but I am considering a slightly radical move. Here's the thesis, which is about energy: at the beginning of the year my oil and gas exposure - 6 stocks, all solid choices - was already on the light side at about 8% of my portfolio. Just shy of 1/4 through the year they are down a cumulative 10% (9% including dividends). My thinking is that:

a) global demand will be flat-ish, as non renewable energy sources gradually gain strength, off setting increasing demands elsewhere.

b) it's somewhat amazing that the OPEC production cut is holding but I'm not confident that it will long term, which could lead to the spigots being turned on full blast again.

c) technological gains mean a decreasing cost to extract every last drop of oil, as evidenced by the Americans in the Permian Basin and elsewhere.

Bottom line is I'm not buying the global oil inventory coming into balance scenario meaning further pressure on prices. That 8% of my portfolio figure is now 7.1% and dropping. Contrary to oil I have been knocking it out of the park on the tech side - 10% of the portfolio - with NVDA, SHOP, KXS, OTEX and AT and am considering getting right out of energy and deploying that 7% into tech and healthcare.

I am well represented in all other sectors except materials - don't like the volatility - so would then be skipping two sectors.

I know this is a deeply personal investing decision but your thoughts are appreciated conceptually.

Thanks!


Read Answer Asked by Kim on March 27, 2017
Q: I would love to see a 5i indepth report on SHOPify to fully understand different aspects. This company seems to be growing great guns. It is now over 8% of my portfolio and I am tempted to let it run. My rationale being that this is a company which is doing e-business for thousands of other companies in different sectors. In that sense it is a well diversified entity in itself (or so I convince myself). What are your thoughts?
Read Answer Asked by Shyam on March 27, 2017
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