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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 have barely ever read anything on anyone's website about ULTA-NASDAQ, Ulta Salon, Cosmetics & Fragrance, Inc..

I unfortunately only learned of it over 1 year ago and not earlier.

It beats a lottery ticket in rewards.
It blows popular stock like AMZN, NFLX, GOOG, APPL....out of the water.

Do you have any thoughts, pros/cons, financial, management or else wise?

Since 7 years ago, ~April 2009 to recently:
- 90%/annum return!!!!!!!! That is almost a doubling every year!!
- $50,0000 invested ideally in 2009 would be ~$4.4 million now!!!
- its stock has been on a consistent slope upwards for 7 years.
- the stock never has a noticeable pullback so far since 2009.
Read Answer Asked by Stan (1) on August 26, 2016
Q: Hi 5i!

New member and I have found your wealth of knowledge very helpful in providing guidance for a relatively new do-it-myself “Core & Explore investor” and have prompted me to make some changes to my investment strategies and portfolio. My question is “Core Portfolio” management based and specifically regarding switching to Index ETFs from Index Mutual funds. I’ve been a regular monthly contributor to my RRSP built up and directing most of my funds towards a TD Canadian Index Fund TDB900 – e series and a lesser amount to the same e series TD International Index Fund TDB911 as they have very low MERs of 0.31% and 0.51% approximately. My strategy, since I dollar cost average into the indexes, is to continue to contribute to these TD mutual funds monthly but then funnel from them to ETF index funds so I can take advantage of the lower MERs of the ETF. Could you recommend ETFs to replace my current TD mutual funds? Would you also recommend adding a DOW Jones Index or another US index? What ratios would you consider appropriate for a portfolio? Any other thoughts are welcome and I’ll save my “Explore portfolio” questions for a later date.

Cheers!
Read Answer Asked by Duane on August 23, 2016
Q: Do you feel that JC Penny is a buy ? ( seems cheap but.... ) The retail sector seems to be struggling with JCP and Macy's trying to find a bottom :
Yet Smart-REIT and Simon Properties are chugging along fine .
This doesn't make sense to me .

Read Answer Asked by Thomas on August 23, 2016
Q: August 22/16 ? asked by Rino

The answer noted that TSLA will either work out or not. The why not case is presented in the link below:

http://jeffcnyc.tumblr.com/post/149083643277/ducks

Consider sending this to Rino given the parallels with Northern Telecom.
Publish at your discretion.
Read Answer Asked by Russ on August 23, 2016
Q: Peter and Ryan,
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.
Read Answer Asked by Les on August 22, 2016
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