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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 Team,
I have been averaging up on Google since 2013 and I am currently up 90% and it now accounts for about 8% (in C dollar) of my total portfolio. I am just wondering if I should take some money of the table (my risk tolerance level is above average). Your thoughts on this would be much appreciated.
Cheers,
Read Answer Asked by Harry on February 13, 2019
Q: Hi 5i,
looking for health care related stocks (other than Drug companies) that pay a dividend and are good for a 10 yr hold. Please rank them in order of reference.
Thanks,
Earl
Read Answer Asked by earl on February 13, 2019
Q: I have held pho for about a year and thinking of selling pho and buying nvda as they are down the same thus increasing the quality of my semi conductor exposure. Also I have made a lot of money from csu and kxs and have sold them and bought a small exposure to msft for the same reason. Does this make sense to you....thanks for the great service
Read Answer Asked by gene on February 13, 2019
Q: WINA Can you help me understand Winmark Corp. Its a US company but its franchises are in Canada and the US. One if its franchises is PlayitAgainSports which im familiar with. Its got impressive chart performance over all time periods. Rev growth is slow but pretty steady, crazy high gross margin (im guessing due to it being a franchise and receiving fees), low div but raised yearly, nice EPS, and extremely low share count which has only gone down since inception. The performance is impressive but its very hard to value due to it having weird fundamentals from what I can see in Morningstar, hoping you can explain. Here's what I don't get. Negative book value the last 5 years, no free cash flow for 2017, and for the last 3 years its showing nothing for ROE and ROIC. Thoughts on Winmark as an investment?
Read Answer Asked by Adam on February 12, 2019
Q: I would like your opinion on these tech stocks for my tfsa. tech stocks were suggested by you in my last question - "For some growth, one could add tech names (US or Canadian), if applicable. We note that less than five years is still considered relatively short-term, so we would keep things on the lower risk profile in general."
if u could rank them, or suggest better ones to research that would be great.

k
Read Answer Asked by Karen on February 12, 2019
Q: Cramer had IAC on his show the other day and it appealed to me for a number of reasons (I met my spouse online and we have numerous friends who use Tinder). Upon a quick review it seemed that Match was a big reason for IAC's success (IAC owns 80% of MTCH) so I thought, perhaps I should just own MTCH.

Q: Can you explain to me how there is a 37% short position on MTCH (from RBC) when IAC owns 80% of the stock?

C
Read Answer Asked by Cameron on February 12, 2019
Q: This small bio pharmaceutical company is listed in the US. It is working on alternative to opioids drugs. Would appreciate your comments on the future of this company.
Thanks
Read Answer Asked by satish on February 12, 2019
Q: I mainly follow the balanced portfolio I'm looking to add a industrial and a healthcare stock. I have a full position in NFI, CAE and MG. I have full positions in SIS(I have considered it a healthcare company rather than a industrial) and UNH(in the US). I also have a tiny position in COV and a small 2% position in GUD. Would you have more confidence in WSP or TFII? What other healthcare stock would you add? I'm not a high risk investor but understand all stocks have a risk. I have 10+ years. Thank you for your advice I have gained many investment insights.
Read Answer Asked by Cheryl on February 12, 2019
Q: Can you please offer your opinion on Grubs share price dynamic from yesterdays opening bell. From your previous statements on Grubs spend to grow their report shouldn't have been a surprise. So why the panic dive followed by sober opportunists. And how to cope with that? I sold at -20% only to watch the recovery in horror. You've often mentioned ignore the first hour of trading, but it was still down 10% at mid day, enough to sell by most peoples sell rules.
From a dazed and confused former Grub share owner.
Thanks Peter.
Read Answer Asked by Peter on February 11, 2019
Q: Hi all
WCN is hitting it out of the park. For a 2 to 5 year investment which do you prefer..WCN ECOL OR CLH. OR do you have another waste management choice? Growth and perhaps a bit of a growing dividend please.
Much thanks for all you do to keep me on track.
Read Answer Asked by El-ann on February 08, 2019