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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: My tech portfolio includes the above plus full positions of SHOP, KXS and CSU. I am looking at topping up one of the above. At current prices which would you choose and why? The aim of this portfolio is growth with moderate stabiliy.
Read Answer Asked by Paul on July 18, 2017
Q: I have a loss in my account holding AYA,KWH.UN,DBO,HEO,ITC,PHO,ROXG,TV.Long list but need help which stokes to sell and what to buy?.
Read Answer Asked by Nizar on July 10, 2017
Q: Stocks in your model portfolios. TNC - when is this takeover going to be completed? It seems like it is taking a long time.
ITC - this stock is the majority of the time under $2.00 and for the short period of time that it goes above $2.00, everyone hits the sell button and it goes back below $2.00. Should I be hitting the sell button the next time it gets over $2.00 because it is the worst performing stock in my portfolio. PEO - also has over the last two months been another under-performer and so should I get out of it? Thank you for your good service Dennis.
Read Answer Asked by Dennis on July 04, 2017
Q: In my technology sector I hold CSU, ABT,ITC, KXS, MDA and OTEX. These stocks share equal weights except for Constellation (CSU) is up more than 300% and is now taking up 30% of my 15.5% weighting in this sector. Although I do not want to sell CSU, should I be looking at rebalancing and replacing perhaps half of my CSU with another tech stock? If so, would you suggest a new one or recommend adding to one or more that I already have. Thank you for your views on this.
Read Answer Asked by Terry on June 22, 2017
Q: In my daughter TFSA she currently own Photon and this is the tech stock she owned.From both the balanced and growth portfolio which would be your next 2 tech stock recommendations.
Thanks
Read Answer Asked on June 09, 2017
Q: I want to buy ITC but have two outstanding research questions. First what is the overall level of insider ownership and where can I find this information for Canadian companies. Second, management's major concern seems to be around "...increased competition ..based on the decision by Qualcomm to expand their sales through a relationship with Arrow electronics...[who] now distributes select Snapdragon processors ...that will compete with Intrinsyc." Is there any way to quantify or estimate the effect on this on Intrinsyc's most recent quarter and on revenues going forward? Or more generally, how would you think about this? Thank-you as always for your excellent service.
Read Answer Asked by Alex on May 25, 2017
Q: I would like to add a few small cap "seed" positions that have the potential of growing a at a rate of 25% plus per year, i.e. essentially a triple+ in 5 yr. I already own PHO and ITC and am interested in GSY, PEO, BUS and PTE. Could you rank these equities (staring from highest growth rate) and include any other small cap candidates that I have not considered that fit the criteria.
And thanks for all the savvy advice provide by your service. James.
Read Answer Asked by James on May 08, 2017
Q: I thank you for your thoughts on CZO & NLN. However I am still interested in small cap companies and I am more than prepared to take some risks for some potential of mid term gain. What would be your 5 top small cap companies that you would recommend for me to put on my watch list???
Read Answer Asked by Bob on May 01, 2017
Q: Hi 5i - I have a well balanced portfolio with good performance thanks to you good folks at 5i. I'd like to put a little bit of 'mad money' into two or three high risk, high reward names, fully understanding the risk of losing it all. Are there any names in the Canadian or US markets that come to mind?
Read Answer Asked by Rick on May 01, 2017
Q: I have listed the small/med/cap companies I have on my watch list and am seeking your advise as to which three companies you would recommend my investing in from this list. (or some other that I have not listed) Many of these companies you have recommended on BNN. I look forward to your answer.
Read Answer Asked by Bob on April 19, 2017
Q: Hi, So, another good little company gets swallowed up, what would you do know, sell now, and if so any suggestions as to what to buy to replace what was to be a long term hold, or just hold the cash until something juicy comes along, like freshi?
Read Answer Asked by Greg on April 18, 2017