Q: Hi Team,
When I took a position on Google in early 2013, it represented in C$ about 5% of my portfolio. Now with stock price appreciation over the years and a much weaker C$, my GOOGL holding now accounts for 14% of my portfolio.
I would like to get your advice on if I should take some money off the table or just sit tight and hang on to my current position given that my risk tolerance level is high.
Cheers
Q: Hi, I'm considering purchasing Casa Systems (CASA) for the telecom sector - I currently have no telecom exposure. Looking for a stock with growth potential. Can you please provide your advice on this company?
Q: Do you think this one has turned the business around - is it time to reinvest and do you think the dividend is safe. I am wondering about the impact on CLCT with the Asian slowdown.
Q: ESRX:Q is going to be acquired by CI:N by Dec 2018 and holder of ESRX will receive $48.75 in cash and 0.243 shares of CI. In my case I will be receiving less than 25 shares. Hence I like to sell ESRX:Q before conversion and want to invest in some other US health stock. Should I keep odd number of CI:N or you have some better alternative in US health sector? I own ESRX:Q and BAX:N in Healthcare sector.
Q: Hi there,
i have recently taken over managing my US 401K and am trying to replicate the income portfolio. There are so many US ETFs it is very difficult to understand the subtle differences between all the options out there. Would you consider VRP a good equivalent to the CPD in canada
Q: Hi Folks
I would appreciate your opinion on ETSY. I've been following it since May and it has been quite a tear. Looking to add a 3% position to my Growth portfolio. Would it be a good time to buy?
Thanks
Q: Hi 5i - I’ve come across this real estate related firm in some research. I’ve never heard of it, and I’m not sure why not, because it’s performance has been excellent. Could you please dig into the fundamentals and tell me what you think. Could you also explain what exactly they do. Thanks.
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.