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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 there,

This is one of my few remaining energy related holdings. Initially bought after a top BNN pick but it has tanked. The only reason I can think of to hold is that it has bottomed and will pop back. Would you sell this without hesitation or do you see a bounce? It's the worst looking mistake in the portfolio so no attachment to it.
Read Answer Asked by Tim on August 21, 2018
Q: Who will benefit the Most. What are your thoughts on IGT and CZR ? Are they good ones to purchase ? RAK
Read Answer Asked by bob on August 21, 2018
Q: I realize these are U.S. companies but the NVDA vs. AMD semi-conductor showdown is one of the most interesting investing tilts on offer right now. I have held NVDA for several years. It's my largest holding and I am up 325% on it. It has been a gusher. It has routinely whipped AMD like a pinata. But has the tide turned? NVDA is "only" up 26% this year and is getting thrashed today, post earnings, for having the temerity to only post substantial gains in 5 of its 6 lines of business. Meanwhile AMD has nearly doubled YTD and is now a Seeking Alpha darling. NVDA is clearly a remarkable company but the fastest jet stalls out at some point in a vertical climb. Is it time to sell some or all of my NVDA stake? Given its sky-high valuation do I crystalize profits and redeploy? What's your reading on these two competitors today?
Read Answer Asked by Kim on August 20, 2018
Q: This is for my wife's RRSP, she is now 70 and will soon have to start withdrawing. Have recently sold J&J and have about 17K to re-invest. For the US portion of her portfolio she currently holds: AMTD; FB; AT&T; MSF. For stability (preservation of capital), some growth and growing dividends which of the above which you recommend without regard to sector. If you can suggest another or even two securities with better overall qualities that meet my requirements, I would appreciate your suggestion.
Read Answer Asked by Joseph on August 20, 2018
Q: Hi team,
I notice you listed TTD as one of your top current U.S. buys in a recent Q&A and I saw it again in Peter’s column in the Financial Post. It seems like you have turned very positive on it. I have been in it for about 6 months but trimmed back before the last earnings which turned out to be a blowout quarter. You just never know with tech earnings. It is now around $125. I am thinking of topping up again.

In the past, you seemed concerned that one of the big U.S. tech guys could easily get into the digital programmatic advertising space where TTD operates. How come no on has and TDD continues to just sail along? Aren’t GOOG, FB, and others concerned about the inroads made by TTD? Could it be a buyout target of one of the big guys?

Thanks again,
dave
Read Answer Asked by Dave on August 20, 2018
Q: Hi guys !
Already well covered in the Cdian consumer staple sector, I would like to add some holdings on the US side. What are your views on Medifast (MED), Big Lots (BIG) and Kors (Kors) ? Any others would have your preference in the sector ?
Have a good day,
Jacques
Read Answer Asked by Jacques on August 17, 2018
Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!
Read Answer Asked by Wayne on August 17, 2018
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