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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: Dear Team,
While I am aware that these stocks are quite diverse, I am interested in your assessment from a growth and momentum perspective.
Thanks, as always!
Read Answer Asked by Sigrid on August 09, 2017
Q: Hi. My portfolio has no US ETFs. I have some individual US technology, financial and industrial stocks. (total 10% weight). Now, I'm planning to sell some of my Canadian stocks and to increase US stocks to 25 to 30% weight.

I'm in the process of adding more US stocks into my well diversified portfolio. My questions are 1) Do I need to buy into every US sector? If not, what US sectors should I concentrate into buying and what other US sector should I ignore? For instance, I assume I don't need US energy and US material stocks. 2) In my US portfolio, I have GOOG, ADBE, VISA, AIG, CGNX. What others US stocks should I also add?

I'm still unsure how to incorporate US individual stocks into a portfolio. Please give guidance... Have a great day.. Thank you in advance.
Read Answer Asked by Esther on August 09, 2017
Q: Hi Peter and Ryan,
Mastec Inc, an US company reported qrt earnings last night, raised its 2017 guidance, share went up after market trading. Today early trading its share went up more then 3.50 or 8%, but later it reversed to fall and ended up 3.00 drop in share price or 6.5%

I am holding this stock, and need your help to enlighten me what is the reason for the share price reversal.
Pls also give your thought for the outlook of this company.

Thank you for your professional advice as always.

Read Answer Asked by Pui on August 08, 2017
Q: Mastec reported a record quarter with eps of .99 against an estimate of 0.62 and increased its guidance as well. The stock spiked 7% but is now in a downward drift trading below the pre release prices. Could you direct me to any information or news that would help explain this downward pressure? Also, do you have an opinion on this company? Would you buy at these levels?
Thank you.
Read Answer Asked by Rajiv on August 08, 2017
Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques
Read Answer Asked by Jacques on August 08, 2017
Q: With all the talk with electric cars (tesla) what companies should i focus on that will provide the electricity to charge these cars, charging stations, and unique components used in these types of cars. Long term thinking.
Read Answer Asked by Tim on August 04, 2017
Q: I heard on BNN, where Americans aren't buying Canadian Oil & Gas stocks. Viper put out a statement where there production is up 23% over first quarter & 95% yoy. Average price $73.64 down 10% Quarter one, but because of increased production, their cash flow is up & increased dividend 10%. Stock price has basically traded sideways over this years spanned & didn't have any momentum on the announcement. Undoubtedly I am missing something again. Appreciate your comment on Viper. Thanks
Read Answer Asked by Earl on August 04, 2017