Investment Q&A

Q: I'm a conservative investor and planning on investing 60% of my Portfolio on the following ETFS.
ZLU, NMW, ZUQ, ZGQ, ZWH and FHC, what are your thoughts?

Thanks Valter.

Q: Good Morning- Wondering what your opinion is on the following - ZWH and ZWA. I am looking for a low risk income stream and trying to achieve a 5 % return. Thanks for your help. Ron

Q: What is your opinion of this company? The market pounded it today on their quarterly earnings.

Q: Primarily curious to see if platform recognized GABC (German American). Your comments on recent earnings & balance sheet appreciated as always - understand not your area of focus.

Q: Skyworks was a company Bruce Tatters had recommended on BNN. I asked you about it a few months ago, and you seemed to think it was alright. It seems to me that it is a recipe to lose money. What is your opinion of it now?

Also, what do you expect when DRT reports? Will it be a good or a bad report? (rather than a numerical answer)This stock last quarter went up for a few days and then went right back down. It also had a big drop on April 29th. If you think that the quarter will be fine, I will hold on to it and watch it carefully.

Thanks for the good advice. I spend a lot of time reading your question & answer section, and have learnt a lot from 5i Research.

Dennis

Q: What is your opinon og gild at this price? Your opinion for the future.

Q: Hello Gentlemen,

What do you think about Facebook plans to actually split their shares and to introduce new classes of shares? Are there some potential concerns for class A shares owners? Thank you for advice!

Q: Hi Team
I'm looking at US Label companies to purchase with US$. Is there much growth left in Avery or 3M? Or have I missed the boat? Is there another company you would suggest? Much thanks

Q: Hi Team, which one to choose for growth and some income, in the U.S. Health Sector, AmerisourceBergen, Baxter International or Johnson & Johnson. Thanks! Sam

Q: Can I please get you opinion of Jack Henry and Associates as a long term hold. Is the current valuation reasonable vs its historical average? The CEO of CSU speaks very highly of this company in his annual letter so worth studying IMHO.

Q: Good morning,
I am attempting to simplify and de-risk my US portfolio. I hold Seaspan (at a small profit) and Ship Finance (at a small loss), although both are net positive due to the generous yields. I am considering eliminating one position, and do not want tax considerations to influence the decision. I would appreciate your advice. Thank you.

Q: Hi Team,
I am willing to take a full position in Endo Pharmaceutical, it seems it has been overly punished by the market due to the similarities with VRX (and similar business model) I suppose.

I see limit downside risk and it is, I think, a potential takeover candidate at the current price level (similar to Concordia).
Earnings are coming soon, so I was thinking to take my first half position before the earnings and the rest of my position after but I am not sure... what is your opinion?

Bye the way, congratulations for the latest improvements on the site!

Michel

Q: What is your opinion of this company?

Q: Hi, I have these 4 ETFs in my wife's accounts, in approximately equal weights:
XIC
CDZ
VDU
VUN

Does that look about right to you for an ETF investor?

Thanks,
Robert

Q: Can you please comment on the pros and cons of using a put write strategy to generate income, as these 2 funds do?

Thanks

Q: Morning, just wondering if there is a Canadian ETF which is focused on US industrial that you can recommend.

Thanks,
Harry

Q: The growing uncertainty about Apples short turn prospects (they have nearly 14.5% of this ETF) & the general flat performance of Googles Alternates have resulted in a rather poor quarter for XLK. Looking for your advise on either an alternate ETF or 3 to 4 of your best pics for a 1-2 year hold - Approx. $150K. Thank you.

Q: Computer task group just reported. From the press release CTG expects total revenue for the 2016 second quarter to range between $85.0 and $87.0 million. Net income is expected to be between $0.03 and $0.05 per diluted share.

For the full year 2016, Non-GAAP net income is expected to be between $0.13 and $0.21 per diluted share.

Revenue has been declining over the past few years, the long time CEO also died recently.

They have reported $7.9M in cash in the balance sheet right now, and $79M is accounts receivable.

Is it rare to see a company trading with a market cap at close to cash + AR? (Currrent market cap is $96M)

Do you think they will drain cash to maintain the quarterly dividend of $0.06/share, making it unsustainable? Or a candidate for a cut?

Do you see this as a potential value play or trap?

Is it reasonable to speculate that a Democratic win in 2016 would be positive for healthcare IT spend? (one of CTG strengths.)

Could CTG be a takeover target?

Q: I have owned the above Spirit Airlines for a year or so, got in around $74.00 and while the earnings seem positive,the price of fuel is low, it has steadily declined since I have owned. Is it something I should consider selling, it is unfortunately in my rsp, so I am somewhat reluctant. I look forward to your assessment of the stock. Thank you.

Q: I am considering replacing vxc with 50% vti and 50% vxus in my Rrsp. This I think will save some small mer, better for taxation and less losses due to currency exposure. I would appreciate your thoughts and suggestions also about possible alternatives.