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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: If you were starting a new portfolio, what are some of the Canadian and US stocks you would consider at todays levels to hold as core holdings?
Read Answer Asked by Bob on April 15, 2019
Q: Please provide your top 10 us eqiities for a BE portfolio. Irrespective of sector
Thanks
I’m 33 and these would be for my resp. So maybe mid risk.
Read Answer Asked by Karim on April 15, 2019
Q: Can you provide any info on this NYSE company? Small penny stock company promoting a new insulin device.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 12, 2019
Q: Would you take a short term trade position on XPO with the "gambling" portion of your account? If not, do you have a better idea? I own NVDA and MU already, MU is a shorter term idea, NVDA will have to be trimmed soon due to size in my portfolio, but plan to keep a full weight for years.
Read Answer Asked by Charles on April 12, 2019
Q: Hi team,

Can I get your thoughts on Workiva (WK)?
(I did a search prior to submitting but could not find any questions asked on this company).
From your Companies page, most of their Profitability Ratios are negative, they have a 3 year/5 year growth of 16% and 18% resp. Their ROE is 385%... which got my attention.
How do they stack up to their peers in the same industry (cloud computing)?
Assuming a well diversified portfolio, would this be a good initial buy at a 1/2 position?
Their 3 month, 52 weeks and YTD has had impressive % gains so it seems like momentum is on their side here.
From their last reporting period, forward guidance seemed quite positive.

Cheers,
Steve
Read Answer Asked by Stephen on April 12, 2019
Q: Hi Team
I am looking for a " swing trade". Do you have a few suggestions? I realize there are no guarantees in the market.
much thanks
PS..I should mention also Canada or US. I have about 2% to 3 % toward the Swing Trade
thanks
Read Answer Asked by El-ann on April 11, 2019
Q: Could you please provide your views on these three equities including positives negatives and finally whether you recommend a buy sell or hold on each or whether there are better places to invest one's capital. Thank you for your assistance - Ken
Read Answer Asked by Ken on April 11, 2019
Q: CIF 823 is the last remnant from the portfolio of my former financial advisor. How would you assess this mutual fund? Would an ETF (or several) be a preferred replacement?
Your input is always appreciated!
Read Answer Asked by Sigrid on April 10, 2019
Q: Gentlemen,
On the PF Analytics, 5IR consider GOOG (6.2%) & FB (<1%)as IT but the new Sector is CS.
I adjusted sectors by end 2018, but PFA gives a 28% in IT and CS 0.5%
Are 5IR will make the change on sector changes?
Thank You
Best Regards
Read Answer Asked by Djamel on April 10, 2019
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