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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: I notice sometimes you suggest selling after a security rises quickly and sharply, but for the most part suggest selling related to fundamental changes or portfolio weighting.

For shopify my weighting is fine, but has risen $36 to $51 quickly. With limited info that it's around 3.5% of a diversified portfolio, is this one to take a little off the table or let ride given fundamentals & weighting?
Read Answer Asked by John on August 09, 2016
Q: Peter and His Wonder Team
I realize this is not your "cup of tea". However ...please give your current assessment. The new phone, winning the law suit and more demand for security...may this create a small catalyst? I have held it for a while...The stock has moved up slightly...please give your opinion. Do these positive developments support "holding" for a while or best to sell in this little upswing?
Thanks for your thoughts!
Dr.Ernest Rivait
Read Answer Asked by Ernest on July 27, 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: Good afternoon

Thinking of initiating a position in tecsys.Can you please an updated analysis on this company(last thoughts were more than a year ago).Please include valuation,balance sheet,future growth etc.It has bounced sharply from a recent low.Would you recommend an initial position at this time.
Thanks for providing many many profitable ideas.
Keep up the great service!!!
Read Answer Asked by Thomas on July 22, 2016
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
Read Answer Asked by Sylvia on July 22, 2016
Q: I have 15% of my well diversified portfolio in Tech stocks. I am thinking of consolidating my 7 stocks into a smaller number of stocks - perhaps down to 5. I have 2%-3% in all the mentioned companies except SYZ at 1%. Any suggestions as to which companies to sell and which ones to "top up" would be appreciated, or maybe just leave as is.
Read Answer Asked by David on July 11, 2016
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