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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: Are there etf's that simplify the tax headaches associated with owning individual US limited partnerships and reits such as mainstreet capital and american tower. Any comments on these two companies would be appreciated. Thanks
Read Answer Asked by Ian on May 08, 2017
Q: Hello Peter, I have positions in several US stocks, including JPM, JNJ, ADM, GOOGL, MET, PG, KHC, GE and CISCO. I would like to add a solid US stock for a long-term hold. A few weeks ago, you mentioned a smaller company, Collectors Universe, as a investment idea. The dividend is excellent and it has a pretty good track record of share price gains. Do you still like this as a current buy, or would you prefer something like ITRI, EBIX, FLIR or CGNX (which you've also mentioned). I don't need the income, so my criterion would basically be the best longer-term, overall, risk-adjusted return. Thank you!
Read Answer Asked by James on May 05, 2017
Q: I'm holding about 5% of my investments in cash in a US dollar account and looking to invest in a blue chip dividend paying stock. Maybe one of the two above or another name you like. I'm 80 so dividend and low risk is what I would like to find.
Thanks for your great service

Read Answer Asked by Greg on May 05, 2017
Q: The accelerating economic trend towards online commerce is one I feel is woefully underrepresented in my current portfolio. How would you suggest I address this today? Buy AMZN? Buy SHOP? Would half positions make sense given the strong runs these stocks have had?
Read Answer Asked by Patrick on May 04, 2017
Q: Can you please give me your thoughts on Imperva (IMPV)?
Read Answer Asked by adam on May 02, 2017