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
Q: please give me your best suggestions for six U.S. stock buys at this time (even though US stocks are not your specialty until you start a US model portfolio) Thanks as always.
Q: Hello,i'am really concerned that the media and Democrates in the states are going to try and shut Trump down, or impeach him,with all they got to throw at him, real or not.
If they are to succeed, i'am thinking the market will take a big hit.
I was thinking of liquidating up to 40% of my portfolio and ride this circus out.
What would be the best way to do this GIC,Bonds,ETF or something else
Thanks
Q: Please comment on Pattern Energy's latest report. I have been looking for income stocks and at over 8% yield this looks good to me but, as usual, I need your insight.
Q: I was asked to review my sons portfolio and he is a ETF investor mainly. I have a concern with the very high MER of 3.76% current for healthcare Leader income ETF It has a high yield (8.4%) that I think is tempting him but Brand leader fund by the same firm has a mer of 1.44 %. Why the big difference. I see the hhl is advertised and promoted heavily on BNN. Are they charging fund holders for their promo on a under preforming fund? I found a great site The Wealth Game (wealthgame.ca) that lets you calculate the true cost over time of fees. It can be an eye opener for younger people with longer time horizons that are sucked into what they may think are low fees such as 2 or 3 percent. Your views please.
Q: Holy Insanity! Who are the crazy gamblers (not investors) buying SNAP Inc at a price/sales ratio of 71 times! A valuation like that makes companies like Shopify and Nvidia seem like a bargain! I don't see anything that resembles a "moat" with this company, especially since Facebook has duplicated all the cool features of Snapchat onto Instagram? Am I missing something here 5i, or is this going to be the easiest SHORT for the next 2 years?
Q: Company beat on earnings by .01, but revenue was down. The Market has really punished the stock this am, and I am questioning whether it is as bad as it really looks. As a shareholder should, I wait for a further quarter to assess.
Going forward, just wondering what your take is on the company, it is a buy, hold or sell at this point.
Thanks and look forward to your reply.
Q: If 5i decided to release US balanced, growth & income portfolios @ the end of August this year. Which would be your top 2 favourites to earn a place in each portfolio as of today?
Q: Hi 5i,
The after hours trading (Feb 28th) on SRPT was ugly following their report. A big miss on expectations but they were expected to lose money and I can’t tell what the expectations themselves might have been based on. I know you may not be overly familiar, as it is a US stock, but can you help size it up? I'm wondering if it is real trouble or maybe an over-reaction opportunity once things settle down a bit. Thanks!
Q: I have done well on EBIX getting in around $20, I know you follow the company and its been having a good day today. Do you think valuations are getting stretched here and its time to sell? Its still less than 5% weighting in my portfolio.
Q: Following Donald's announcement of increased defence spending, I'm contemplating half positions in 3 of the above. Your ranking and perhaps other suggestions would be appreciated, as always.