Investment Q&A

Q: Is there any way to determine the amount in US$ of both crypto currencies and gold that are being purchased by the individual major (US/Cda/EU/GB/Aus) central banks around the world over the last 6 months/year. Thanks for your great service.
Mike

Q: Hello, why is Well Health taking such a beating today (10-01-2021). I see they took on a majority stake in WISP, but shouldn't that be good news? Thanks!

Q: Hi 5i
Wondering about SYZ insider ownership.
I have to guess Mr. Wood is a smart and very qualified guy to be at the helm of SYZ and its ReFocus on Growth Initiative - and after leading several companies through his career.
Today however, I own more shares than this CEO......if one doesn't count the $5 MM Shareholders gave him for showing up. (William Wood)

Should there be an expectation for a small cap CEO to have some of his own skin in the game through share ownership?

Other insiders were buying in 2021 - with the CEO breaking out $5000 for shares.


Also, is there an alert system that notifies on massive selling like David Elder did during the April/May 2021 price run up? (sold 200,900 share @ $15)

Should an investor today be wanting to buy this stock while CEO is not?

Thank
Dave

Q: I’ve been holding this painfully watching it fall everyday. In hindsight, I should have sold it. Now I’m wondering if it will be delisted. Since I own the ADR shares, I’m wondering what would happen if it were delisted and also, how likely an outcome is the delisting in your view? Thank you.

Q: For a growth-oriented investor would you see a switch from SLF to TSU as reasonable if one only wants to own one insurance name in the portfolio?

Q: Hi!

Could you rank these 3 companies as far as valuation, growth going forward and safety? Amazon has been in a range for months, but it’s P/E still seems like it is higher than Googl. All 3 are important players in autonomous vehicles and where technology may be heading in the future.

Thanks,
Jason

Q: About 1 year ago you provided some general guidance on a retirement portfolio and I’m wondering what changes, if any, you might recommend given another year has passed. I’m not looking for specific guidance but rather suggestions for me to investigate further given how the investing landscape has changed this past year. Retirement horizon is 5 years and the portfolio has the following holdings: ZAG(26%), ZSP (3%), CDZ(65%), ZEA(6%). We have a large cash position that we’re ready to deploy. First, what is your take on the viability and allocation of the current holdings? Second, what are some ETF suggestions for the cash - add to existing ETFs or do you have alternative funds you’d recommend for us to investigate. Thanks so much!

Q: WISP was acquired for US$41.3m by US$27.7m cash,US$6.2m shares of Well(issued @ $9.80 per share) & multi year performance earn out up to maximum US$7.4m For the last year Well basically in a range of $6.70 to $8.40,so why Wisp will accept a $9.80 a share? Thanks for u usual great services & views,

Q: KSPI Do you have an opinion on this company? Trades in USD ($107.60 on Fri.) in London.
Is there a way to buy it in the US?

Q: Oops. Addendum to previous question please. Why is ATA down from Sept 3, 2021 by about $7.00 or about
15%? Thank you.

Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?

Thanks!

Q: When you do a review of a Company could you lead off with a short summary as to what the company does, ie what business they are in. This would be very helpful in understanding your review Sometimes I hear of a name of a Company but do not know their business . I then see your Review but still do not know what business they are in RAK.

Q: Happy to see LSPD bounce off resistance at recent issue price this week. Can you provide some commentary on Lightspeed's acquisition of Ecwind? Seems like there was some dilution.

Q: Does this investigation look legit? Thx, James

Q: Would appreciate your thoughts on what types or specific investments to hold in the three kinds of accounts: investment, tax free savings and registered retirement savings.
Would the selection of investments change based on age or time perspective (long range vs. short range) ?
This could involve dividend rate, growth, taxation issues, demographic and technology changes, climate perspectives, ESG considerations or other factors.
Thank you for your investing insights.

Q: I hold small positions in a basket of speculative tech stocks. The above three are those that to date have not performed well. I would appreciate your comment upon each, and whether they should continue to be held.

Q: Some of our GICS have come due. I went on to buy new ones and was shocked at how low the rates are... 0.8 was the highest I could find for a 1 year. I was thinking about buying the PSA ETF instead until rates go up. It's only slightly less at 0.6 and can be sold at any time . What do you think of this strategy? Any risks with PSA that I'm not aware of?

Q: Is there any difference in performance between between a US listed ETF and the equivalent Canadian TSX listed ETF? Is it best to keep it in Canadian currency?
For example: VOO// VFV/ VSP or QQQ// QQC.F/ QQC
Also what would you recommend for hedged vs non-hedged and also market weight vs equal weight?
Thanks

Q: Hello would you view the recent pulback in lightspeed a buying opportunity. thanks

Q: What's going on with SYZ? It has been weak for many weeks/months now. Is this a keeper or a sell? When do they next report and what is expected?