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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: I hold the above companies in my US portfolio. I would like your opinion on large cap US tech stocks in general.

Many thanks for your service!
Read Answer Asked by Clayton on January 05, 2018
Q: Hi team,
I used to own MU about 10 years ago but never made any money on it. The stock was stuck in the doldrums for years. Back then it seems they had no pricing power, semiconductors were just a commodity and there were not as many uses for the product. Now there seems to be many more potential uses in future automotive design, the internet of things, artificial intelligence and many others. I missed the big run for MU the last 2 years or so (can’t be everywhere in the market). I am also following AMAT which also had a big run. What are the prospects of these two going forward in 2018 and would you buy either one today? Is there better pricing power in the industry or is it just sales volumes with the many new uses that is driving the huge price gains? Am I too late to the party?

I have some technology stocks (no semiconductors) but I am not too concerned with sectors or weightings at this time as I tend to let things run a bit until I cut back (or the market does it for me).

Thanks again,
dave
Read Answer Asked by Dave on January 05, 2018
Q: Hello,

Could you please tell me what you think about investing in AMD and/or Nvidia?

What one do you like better/which one has better growth prospects? Also could you please tell me the forward P/E ratios of both.

Thank you.
Read Answer Asked by Arthur on January 04, 2018
Q: This company was recommended by Eddy Elfenbein a few years ago as part of his Buy List. He dropped it this year because he felt that it had become too expensive. I am a buy and hold investor and know that your strategy is to hang on to winners (as long as nothing changes within the company) while maintaining a balanced portfolio.
My question is, is there a time to sell a winner even if nothing has seemingly changed in the company? HEI has grown for several years, had 2 partial stock splits and raised its dividend in the past year, its CEO was executive of the year and it is in an industry (aerospace and electronics) that would seem to still be growing. Other than its debt level increasing somewhat I see little wrong here., although I am not a strong analytical type. While I don't expect 30% plus growth annually, it would seem to still have some oomph left in it. Or has it possibly run its course?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 04, 2018
Q: I have very little invested outside of Canada and would like to increase foreign investments. What are the tax ramifications if any, of investing in index funds such as Vanguard or Ishares in a taxable account? I suspect that there may be a withholding tax.

What would your 3 favourites be for investing outside of North America?

Thanks
Ron
Read Answer Asked by Ron on January 03, 2018
Q: If we expect a trend towards more internet/online shopping (eg. Amazon), is there an investing opportunity in companies that provide packaging for this type of service? Personally, as I've used more online shopping, I've used Canada Post/UPS/FedEx significantly more, and I've been recycling a lot of cardboard boxes. Would CCL.B or WPK have any positive exposure to this type of trend? Any other companies that would?
Read Answer Asked by Mike on January 03, 2018
Q: Dear 5i;
I believe that voice recognition for many PDA devices is going to be a big thing in the future . To that end microphone arrays will be an integral component (hardware ) to accomplish this . Can you provide me one or two names of manufacturers of said arrays ?
Thanks
Bill C
Read Answer Asked by Bill on January 03, 2018
Q: Peter and His Wonder Team
Today KOSS skyrocketed...up 140% at one point. Is there any news on the wire? Thanks!
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 02, 2018
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