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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: looking for your opinion on aquarius surgical technologies,
interesting space, looks to be mostly in u.s.
thank you.
Read Answer Asked by howard on January 31, 2020
Q: I own positions in each of these companies and am wondering about the future prospects of each.
Regarding FCR, does the recent activity of a major shareholder (Gazit Globe) selling some of its shares and an intention to sell more, significantly reduce the future price of the shares? Another way of expressing this is the freedom from Gazit allowing the company to improve their prospects?
REI seems to be a company that has stalled over the last few years. I realize they have been suffering from their holdings in shopping centres but have expected a more positive improvement.
Please give me your opinion on the prospects for each over the next 2 years as I am considering selling both positions.
Read Answer Asked by DAVE on January 31, 2020
Q: I initiated a position in this stock about 2 weeks ago along with 8 other names in about equal weighing. With your recent drop from the portfolio I’m okay to take a small loss and want to replace it. What are 1 or 2 stocks would you recommend for growth -
Read Answer Asked by Aleem on January 31, 2020
Q: Currently reviewing my positions in the precious metals streamers/royalty companies. I currently have a 3% position in FNV and 1% in WPM. Thinking of selling WPM and adding a 2% position in MMX. Does the shift from WPM to MMX make sense or should I just increase my exposure to FNV?
Read Answer Asked by eric on January 31, 2020
Q: Good morning 5i
In a recent question asking what regions you might underweight you mentionned that you were agnostic on Europe. I have been concerned about Europe myself. But, i need to increase the foreign content in my portfolio and this is where it is lacking. How would you approach this under current conditions. Thanks fort he great service, as always
Read Answer Asked by joseph on January 31, 2020
Q: Re: "Baby Brother Strategy"
I read PH's FP article of 06/20/19 as it echoed my own thoughts about AT (though I do not pretend to possess the same analytical tools).
Could you elaborate further on that idea? I was also wondering if you can speak to programmatic advertising and if AT has any competitive advantages or moats or is it simply going head to head with TTD and others? Thank you.
Read Answer Asked by Calvin on January 31, 2020
Q: Evertz is approaching its long-term lower trend line, is now a good time to start a position or, in consideration of global growth worries, is waiting the best course? Does its line of business and North American focus make it to any degree recession-resistant, or is the world's move away from the traditional television paradigm (studios, synchonized feeds, etc.) going to put a cap on growth?
Read Answer Asked by John on January 30, 2020
Q: Hi. I currently own the following US stocks in a non-registered account: CCI, DIS, MSFT, MCD and V. Would you please recommend at least six other US growth stocks that pay a dividend in order of preference. Thanks!!
Read Answer Asked by Dona on January 30, 2020