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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: 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 honestly do not understand the rise, the p/e valuation of this company, this is no company reinventing what they do,nothing high tech, only providing a much needed product. I mean is there not someone else in north america that also provides these products and trades at a more reasonable valuation, or do they have the whole market all to themselves, if so,than it can go higher and higher,i guess. So my end question is this the #1 company in the Canadian & US Markets?
Read Answer Asked by eugene on May 25, 2017
Q: Do you know of any software available that can track stock quotes other than Quicken pro. I have used Quicken Pro for many years but now they will discontinue the stock downloads u9nless one purchases their 2017 program. Cost is about 84.00 per year. It works pretty good except it does not correct stock prices for different exchanges. (such as US dollars). Thanks. Ernie
Read Answer Asked by Ernie on May 25, 2017
Q: Can I get your thoughts on Primero Mining. I have held this one for a while now and it just keeps heading lower. Is it worth holding onto or is it time to move on. If selling could u recommend one or two other similar names.

Thanks
Read Answer Asked by David on May 25, 2017
Q: Looking to build a small position in gold and silver, and the stocks have pulled back a bit recently. Would you prefer a small basket of junior explorer/ producers, or a streaming company like SSL for diversification? I notice SSL has pulled back more than the other individual stocks, particularly today. Thanks
Read Answer Asked by Randy on May 25, 2017
Q: My portfolio has been sitting unchanged for some time (2 yrs), many winners are 5i recommendations, some not so much. With that said, my portfolio is well underperforming the model equity portfolio. Below are my current holdings. If I am to sell off those not included, and change the weight to match those in the model portfolio, how would you go about executing this? Big bang? Are there names you would wait to get into today, or those that you are considering a change in the near future? The value is about 500K, so the trades(from my perspective) will be significant. % are approximate on the add side. Your advise would be really appreciated.

AYA-6.3 (%) - Sell
AVO - 3.7 - Sell
BAD - 3.5 - Increase to 5%
BNS - 6.3 - trim to 5%
BDI - .6 - Sell
CGX - 4.8 - Sell
CSU - 5.6 - No Change
DSG - 4.0 - Sell
DHX - 3.7 - Sell
ENB - 3.5 - Maintain
ENGH - 4.2 - Maintain
XTC - 1.05 - Sell
HCG - 1.1 (ugh) - Sell and burn transaction receipt
MUX - 4.6 - Sell
PKI - 6.4 - Trim to 5%
PLI - 2 - Sell
SSL - 3.8 - Sell
TOY - 6.7 - Trim to 5%
STN - 3.8 - Sell
SJ - 4.1 - Maintain
SLF - 5.2 - Maintain
SYZ - 4.1 - Trim to 3%
TOU - 3.5 - Sell
WCP - .7 - Increase to 3%
Add: AEM 3%, AIF 3%, ATD 4%, CCL 5%, CLS 3%, CXI 3%, GUD 3%, MG 5%, MX 3%, KXS 5%, NFI 3%, PBH 5%, SIS 5%, T 3%, WSP 4%

Also - (I have asked about as many questions of late as I have traded) - for RESP for 4 yr old, roughly 12K in there now, where would you park this given building a portfolio of names is a challenge with the limited funds.

Thanks,

Eric

Read Answer Asked by Erichsen on May 25, 2017