Investment Q&A

Q: no comments but a good laugh
For What It's Worth... I thought I switch things up a bit today, since its a Fantastico Friday! A few weeks ago in the Dow Theory Letters I wrote about the trend that's taking us to a cashless society... And one reader sent me this response, which if it weren't eerily what I was talking about, would be funny... So here it is... enjoy!

Hello! Gordon's pizza?
- No sir it's Google's pizza.
- So it's a wrong number?
- No sir, Google bought it.
- OK. Take my order please.
- Well sir, do you want the usual?
- The usual? You know me?
- According to our caller ID, in the last 12 times, you ordered pizza with cheeses, sausage, thick crust.
- OK! .
- May I suggest to you this time ricotta, arugula with dry tomato?
- What? I hate vegetables.
- Your cholesterol is not good.
- How do you know?
- Through the subscribers guide We have the result of your blood tests for the last 7 years.
- Okay, but I do not want this pizza, I already take medicine.
- You have not taken the medicine regularly, 4 months ago, you only purchased 30 tablets at Drugsale Network.
- I bought more from another drugstore.
- It's not showing on your credit card.
- I paid in cash.
- But you did not withdraw that much cash according to your bank statement.
- I have other source of cash.
- This is not showing as per your last tax form unless you bought them from undeclared income source.
- WHAT THE HELL? Enough! I'm sick of Google, Facebook, Twitter, WhatsApp. I'm going to an Island without internet, where there is no cell phone line and no one to spy on me.
- I understand sir but you need to renew your passport; it expired 5 weeks ago........

from the daily pfenning

Q: I have been out of the oil and gas markets for quite some. I am still not convinced the sectors will have a "sustained" up move. Perhaps a decent trade but a trade it is as it seems to be with all commodities. Do you think it is foolish to be zero weight in this sector? If so, what minimum weighting would you suggest. I have looked at BIR and would be comfortable buying it if my arm can be twisted enough.

Q: I am overweight Tech, as well as a high allocation in small cap. With no Utilities or Telcos, I think selling GPS and ITC to buy ENB would be a prudent move. My problem is usually being prudent has cost me, over weight and high allocations has served me well for the most part, I'm sure I'm not alone here. Thoughts?

Q: Hi Peter,

Do you know of any companies where the stock price has tanked recently and due to solid fundamentals/management/cycles/etc you would hope to see a dramatic recovery? Basically, I'm looking for good companies with a great risk to reward ratio, for a 1-2 year hold....any Canadian stocks and maybe even a few US ones.

Thank you.

Q: whats your opinion on dis thanks

Q: Peter;,In today's Globe , page B2, there is an article about a film showing at your TIFF regarding the Chinese reverse takeover situation. Do you lend any credence to this and is there any way to identify those companies that were created using this method? Thanks.

Rod

Q: Thank you for your suggestion of books to read on my earlier question. I really enjoyed "what works on wallstreet" and find the quantitative analysis methods really interesting and been applying them on my own excel spread sheets. Just wondering if you have any suggestions of books of similar nature?

Q: Hello 5i.

I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.

I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.

Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?

Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.

Thank you for taking the time to answer my question.

Q: Do you have information or advice on this CAAS. It trades at a very low multiple and I believe it now subject to an take out offer. Any info would be very much appreciated. Thanks

Q: Hi Folks:
Do you have any opinion as to where the Canadian/ US dollar relationship will settle?
Thank You
brian

Q: Hi, Is ENB a good entry point at $50, or wait and watch for further decline. thanks

Q: Would you consider LOW and or HD a good long term buy at these levels. Would you prefer one over the other. Thanks for help.

Q: do u have any news about this Co. and do u think its worth keeping thanks

Q: A year ago I took less than a full position in Citigroup that has now grown to more than 5% of my holdings. What are your thoughts on trimming to about 3 or 4% and with some additional US funds investing in PACW Pacwest Bancorp. It looks like this would allow a better growth outlook for the funds as well as double the dividends. If a suitable investment what would be the maximum PACW % that you would consider prudent? On the Cdn side I already have full postions of TD and BNS. Thank you.

Q: What are your thoughts on this ETF to get US exposure and reliable income?

Q: I normally wouldn't touch a stock in the marijuana area, but what drew me to Canntrust, TRST, are the people invested in it - some significant insiders it would seem - and the fact that it's not on the recreational side of the business. Do you have thoughts on this one?

Thanks very much...

Q: Ivanhoe Mines has dropped 8% so far in the past couple of days. Could you shed some light? Would you continue to hold?
Thanks. Lorraine

Q: Birchcliff is showing some market momentum recently and today traded close to 5 times the daily average number of shares. In replying to others questions on the company, you have mentioned that in your opinion it could be acquired. What companies might be potential buyers, what might be a takeover price and what timing might a takeover occur? Thanks

Q: Hi 5i, would you recommend buy crh at cuurent price ? Thanks

Q: BCE is down third week in a row and technically breaking a serious support trend line from 2009, any news or concerns here?