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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 et al
I’m overweight in the technology sector due to significant growth (20% of portfolio) and am thinking of trimming. I currently have ENGH, CSU, AAPL, NVDA and GOOG in fairly equal weighting. I’m not sure whether to sell one of these outright, or just trim one or two back. I’d appreciate your thoughts. With the proceeds, I am considering adding CGNX to my Industrials, which currently includes SIS, WSP and NFI. Do you think CGNX would be a good addition, or can you suggest another CDN or U.S. stock to add in this sector? Thanks so much!
Read Answer Asked by Lois on March 08, 2017
Q: Peter and His Wonder Team
Jim Mackey Ex.V.P. at Blackberry quietly left the company in Feb. after 3.5 years on the job. What should we make of this? Is this a serious blow to the company or is Mr.Chen capable of attracting an equally talented person. I realize there could be numerous reasons... including his pessimism going forward. On the other hand he may be just burned out after working hard and doing a good job and wants a change. Have you heard anything. In other words should an investor be overly concerned and run for the exit...which is what some did today?
Thanks for your always valuable knowledge!
Dr.Ernest Rivait
Read Answer Asked by Ernest on March 07, 2017
Q: Hi folks, I hold few speculative shares of Twitter at $27sh and been holding long time. After last Q and another misfire by Dorsey, analysts have ratings from sell to buy, with Targets ranging from $9 to $25. Can I get your opinion on the company & stock going forward,and,whether it is still worth holding (probably looking for buyout), or take my loss and move on, thanks as always, jb
Read Answer Asked by John on March 06, 2017
Q: Hi,

I previously owned MDA and sold for a small loss, but am increasingly interested in getting back in. My question is about MDA's ability/experience/success integrating take overs. I understand they took over another US company a number of years ago. Could you tell me how big that was ($$ terms) and how successful, in your opinion, they've been in integrating the company?

Thanks,

Cam
Read Answer Asked by Cameron on March 03, 2017
Q: I would like to increase my stock weight in technologies. I only currently have a 1,5% in BB and 2,5% in PHO. I have a 5% cash position in my TFSA to invest with a long-term growth (10years+) horizon. What tech company would you recommend for a new position?
Thank you,
Read Answer Asked by Julien on February 28, 2017
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