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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: Good Evening
My analysis of the information provided by my broker indicates that the insiders own approximately 34% of the common shares and the CEO about 24% of the outstanding shares. Are these figures correct? In addition, they are now buying their own stock.
I hesitate to sell because of the above noted information although I am down 14% in a non-registered account.
Do you advise holding, averaging down or selling XTC?
As always I appreciate your comments.
Read Answer Asked by Terry on February 26, 2018
Q: Hello,

I have a question about PHO. Is there any reason for the recent "slump" in this stock recently? The stock is on a downward trend for the last month and market does not seem to like the announcement of its recent sale of the optical flow product line. Also could you tell me the next earnings date (where would I find this easily)?

Thanks for you excellent service!
Read Answer Asked by Douglas on February 22, 2018
Q: I am retired and my portfolio is defensive with an emphasis on income. I bought KBL in 2012 at 29.12 based on your research. I sold off some in 2016 to rebalance my portfolio. While I have done very well overall with this stock, its performance over the last two years has been poor and I am considering eliminating it from my portfolio. Should I reconsider? I don't mind being patient but do not want to wait and watch any holding become a long term yield trap.
Read Answer Asked by George on February 21, 2018
Q: Hello Peter and Team,

I am trying to keep positions to a reasonable amount (less than 40). I like both these companies for good upside. If you can have only One, which one would it be, and why? What are the pros and cons of each.

Thank you,

Wes
Read Answer Asked by Wes on February 21, 2018
Q: I am considering selling my 4-5% position in gud and buying a 2-@1/2% position in each of cov and rht. I am not concerned with the fact that these 2 are small caps and gud is "much larger". I also have full positions in sis. exe and most recently pfe on the recent sell off. do you consider this to be a worthwhile move? I believe gud has had more than enough time, and opportunity imho ( there have been a few large distressed drug companies with assets for sale while gud has been twiddling their thumbs counting their cash) plus I do not want to be in the unenviable position of holding gud if or when you decide to replace it in your portfolios. I do have a lot of patience but the way I see gud they seem to waiting for a ridiculously cheap opportunity that may never happen.

on a side note, when searching for a 2 letter security on your search window many times I've had to scroll waaaaaaaaaaay down the list to find the company, there are 3 letter symbols no where close to the 2 letters put into search that come up before the desired company is listed, is this some kind of glitch that can be fixed?

thanks in advance
ps also thanks for creating the opportunity (obviously not on purpose) to buy syz at a discount on friday, lol.

Read Answer Asked by Tom on February 21, 2018
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