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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: What do you think of averaging down on a small position (less than 1% of our portfolio) of PHO over the next few weeks. Our current Average Cost is $1.61. I'm OK waiting a few years for improvement in their sales volumes. I would think some key question are "Does PHO have an advantage over competitors and can their technology be applied to additional industries beyond semiconductor production?" Their sales are down dramatically, but their margins and cash holdings seem OK.

Thanks.
Read Answer Asked by Robert on August 08, 2019
Q: Hi, 5I
Thank you to add to your comments the following:
1 how much shares the company bought over the past year to date
2 how much more they can buy on the buyback program
3 what is the actual debt to cash flow
4 MX seems to be quite sensitive to the economic situation due to the extensive use of methanol in many verticals. A look at the 2007/2009 action speaks volume on the exposure.
Take as many points as seems fit
Thanks
Read Answer Asked by claude on August 08, 2019
Q: Can you explain why the price has dropped over the last 3 months, Profit taking after the last quarter? has trading volume increased?
Read Answer Asked by fwb181 on August 08, 2019
Q: I hold the above in my TFSA. I treat my TFSA as part of a total portfolio so although each is about 20% of my TFSA, my overall weight for each is 3% in my total portfolio. Needless to say my TFSA has not performed well this year. Each of these companies (Except for ZQQ) seems to have lost significant value this past year. 5i seems to still like these names but I am starting to think that they are going the same path as some previous darlings of 5i. So my question is: with a 5 year outlook, should I continue to be patient or sell any of these and move on.
By the way, I did ask a question last week and voiced my opinion on some comments....never got a reply??
Read Answer Asked by Rudy on August 08, 2019
Q: As I start my 6th 16-year-old grandchild off on his investing journey with $500, I am writing to ak if you have a suggestion for a growth stock to complement half of the total invested in conservative BCE. He is hoping - at very long odds - to match his older (now 18 with an account in his own name) brother who chose SHOP to go along with BCE. I know this is a tough challenge, but any help would be appreciated. Thanks, Bob.
Read Answer Asked by Lynn on August 08, 2019