Investment Q&A

Q: Is Unity worth buying back in at these levels? Got a nice shoutout from Apple yesterday

Q: Palantir stock has almost doubled over the past couple of months. Do the fundamentals warrant at least a starting position at this point or is it better to let it settle down for a while. What are the insider holdings and has there been much insider activity over the past six months. Thanks.

Q: Can't find any news, is there something up?

Q: Can you please help me to understand how safe money market funds are in “black swan” event like 2008? My broker often parks funds in money markets in a Cash account. Is there ever a danger of funds being lost, or simply a potential liquidity issue for a very short time? Are there any CDIC type guarantees up to a certain dollar amount per account?

Q: US banks have been struggling for a while now. What needs to happen to change investors’ sentiment towards the US banking sector?

Q: Looked promising for a while, then it corrected. Below IPO pricing. What is driving the negative momentum? Seeing other names gain without fundamentals close to NVEI.

Q: I am considering adding to my current position in ABBV.

The stock is down close to 18% since the last earnings report. I'm sure the whole Humira thing had been priced in all along, but as of the last report, has the company outlook really changed that much to justify the size of this pullback? Are you comfortable with adding at this point, or should one have patience? I think the debt continues to be reduced quarter by quarter, which should help.

Q: Do you think it worthwhile to buy both of these holdings (i.e. 3-4% each in an otherwise reasonably well-diversified portfolio) for the sake of making the best use of their respective growth/dividend potential? Their high degree of correlation seems the one factor mitigating against this strategy.

Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective

Q: For an income investor, do you recommend these stocks, and what is a good entry point? Is it time to buy or wait? Thank you.

Q: I read an article that suggested MPW is improving with its issues. Do you think this is the case? I am an income investor and have half a position that is underwater. I am wondering if I should add at this point? What would you recommend?

Q: Is PLTR a stock to buy and if it is a buy what do you think it will go to? or is there something better out there.

Q: Is Yeti a buy sell or hold in your opinion? I love their products but the stock isn't acting well. Thanks.

Q: I have some reservations about buying individual closed-ended funds, in general; however, YYY is interesting due to its ETF Index approach. Is this a valid income instrument from the perspective of ensuring continued payouts and reasonable share price maintenance?

Q: What 3 ETF's would you recommend for investing in: USA, Europe, and Asia?

Q: I have some cash in a non-registered account that I will need access to sometime in the next 6-18 months. Given the indeterminate timeline I'm reluctant to lock the funds up in a GIC or term deposit and am looking to put them into a HISA ETF. Aside from slight differences in yield, MER or AUM are there any significant differences between the various HISA ETF's available and which one would you see as preferable? Thanks.

Q: two questions - for CDN. investor with CDN dollars what ETFs do you recommend for the semi-conductor space and us technology - thanks

Q: Chaikin Power Gauge
The infomercial on his tool to essentially time the market is puzzling on many levels.
- Is the performance valid to your knowledge?
- If a system can accuratly predict industries or stocks that will fall or rise in the next several months, what if everybody use it. What would be the impact on the market. Something like a self fullfiling prophecy? So people in on the system would sell or buy at the same time rendering the system useless because it could not predict the timing anymore.
- Why selling it when you can make money of it and maybe jeopardize it?

I know 5i would not comment on specific analysts but in general what would be your caveats on these kind of stock picking tools sold on the market?

Thanks as always for your excellent support and advices

Q: Which of these two would you think the dividend is in most jeopardy? Do any have growth potential?
would you hold either?
Thanks
jeff

Q: Edenbrook Capital today released their most recent letter sent to Absolute Software raising concerns regarding Crosspoint bid and Absolutes discussions and release of import background information to public shareholders. What is your take on this situation and what is your opinion on the likely outcome of this process?
Thanks
Geoff