Investment Q&A

Q: What do you think of Micron Technology today after the results and the healthy bump in price? If you are positive on the company at current valuations would you buy in today or wait for the price to settle down? Would you prefer Micron or Nvidia at current levels on a risk/reward basis?

Q: You have mentioned ICHR a couple of times as your favorite small cap in the US. Can you give me a few reasons why you like it. Is it a good long term hold. What are some of the risks. I see the valuation to be pretty cheap but I see Micron is very cheap as well based on their earnings. What do you think?

Q: In order to build some exposure to the U.S. Market I am considering investing 30% in VUN, 30% in VGG and the rest in VGG. Would you consider any changes to the above selections and allocations?

Thanks to the team
Merry Christmas to all.

Q: Hi team, I know that you don't cover US stocks but am hoping that you may have some advice about how to deploy some of the USD I have in my cash account. What are some non-tech mid- large cap names that you would recommend for growth over the next 1-2 years?

Thanks

Q: Can you provide assistance with 2-3 US names you would consider "balanced equity" and 2-3 for "growth".

Thanks.

Q: What is your opinion of BROOKFIELD REAL ASSETS (RA: nyse)?

Q: I would appreciate your opinion of the value, or lack thereof, that the shares of Atlassian Corporation (TEAM) might currently offer? I'm seeking investments that might reasonably be able to provide me with a 10% or better, total return over the next 12 months.

Regardless of your opinion of Atlassian; any suggestions you might have for other firms which one might reasonably be able to expect a 10% total return or better from, over the coming year, would also be welcome.

Wishing you and yours a very Merry Christmas! Cheers and thank you!

Q: Hi Team,

My U.S account is extremely heavy in the Tech sector and it’s time to scale back a couple of names to properly diversify. After making significant money on the listed names what do you suggest me dropping?

Thx
Marco

Q: Hello,
Considering the significant run up that has taken place, would you recommend getting into the American market at this point?

Q: ZUH is a US Health Care ETF hedged to CAD. I cannot find a non-hedged version for US Health Care. Are you folks aware of any?

Q: This company based in Illinois has piqued my attention trading around $14. In the microphone space which I think will be imbedded in the AI revolution. Can you tell me if they are debt free and growing fast. Thanks.

Q: Looking over the previous questions on UFS you note debt his a bit too high and little growth has been observed.
1) If we assume online shopping trend strengthens do you think this will increase UPS’s profitability?
2) Does UPS produce the cardboard used to make packaging?
3) Assuming UPS produces newsprint do you think any strengthening in cardboard prices will will be matched with weakness in newsprint prices leading to zero net gain (or worse)?
4) Does UPS own their electricity generation infrastructure and if so is it fully utilized or do they have surplus which could be sold?
5) How vulnerable is UPS to competition from other companies?
I note since the last question in August UPS’s share price has increased by about $8 and set a new high on December 15th on rising volume. Momentum seems to be swinging to the positive.
Thanks,
Jim

Q: Hi
looking to take a new position in healthcare: which one is a good investment or should look somewhere else?

Q: What did you think of ADBE recent earnings and would you be a buyer of this stock to day in a reasonably diversified portfolio?

Q: Hello 5i. I owe the above noted stocks. Weightings= amzn-8%, goog-6%, avgo-4% and apple-12%. Please advise how would you adjust weightings going forward in 2018 and 2ndly, would you substitute any of these tech stocks with any other ones you deem better plays?

Q: Please give your opinion on Biotricity

Thanks Mo

Q: We have some u.s money in a RIF acct and would like to compliment our balanced and income portfolio and were thinking of VG - IYJ- XLF and VXUS. Does this make sense as we are also playing the currency and this is profit from 2017 thanks to you and your service....thanks...Eugene

Q: Google has contracted this co. to develop an optical face technology. The stock has moved up 30% since the announcement a few days ago. Looks like a good place to park some money. Your thoughts.

Q: Capital preservation and sustainable growth at reasonable cost is key for us . Not looking for income . Long term timeframe . Don't do momentum . Have portfolio of Canadian large caps that have significant operations outside of Canada . For more diversification , we need exposure to U.S. large caps (not financials or commodities ).U.S. estate taxes major consideration for us. Directly held U.S. equities would be U.S. situs assets . Current U.S. deliberations re Federal Estate Tax will not eliminate this concern in the longer term . We plan to add a portfolio of sustainable U.S. large caps that have significant international operations .Mawer U.S. Equity Fund (MAW 108) is a possibility. The 1.19% MER is a factor, given the amounts involved . Could you identify one or more "Canada-Domiciled " ETF/s that would reasonably align with our objectives ? Could you also identify pertinent sources we could access . Thanks.

Q: Cleaning up at year end - winners & losers & am left with approx. 200K in a RIF that still holds ICHR, BOTZ (an experiment), VGT, SQ, FB & KXS. I definitely favour US however, am open to your suggestions & expertise. As always, thank you for over 6 years of excellent guidance & advice.