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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: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios

We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?

Cheers
Jerry and Debbie
Read Answer Asked by Jerry on November 15, 2018
Q: Hi,
any word on Electrameccanica Vehicles Corp.? They appear to gearing up for sales and have a number of units on preorder but information lacks transparency.
Read Answer Asked by david on November 14, 2018
Q: Hi 5i, What are your top 4 Canadian technology picks for a 5 - 10 year hold. The only criteria would be safety + growth, little or no debt, dividend a plus but necessary.

Thanks,
Chris.
Read Answer Asked by Christopher on November 14, 2018
Q: Can you explain and justify what’s going on with Photon. I didn’t sell at the highs When I was up almost 100%, preferring to look more long term than trading. Now, for the first time, I am under water on it. I thought they were rolling out some new products that were supposed to do well and drive numbers up. Do you still see it as a long term (3-5 year) hold to get back to the $2+ range? Or do you see it as a missed opportunity, live and learn, sell and move on?
Thanks
Read Answer Asked by david on November 12, 2018
Q: Hi,

I am observing SYZ break out nicely this week. (and btw- thanks to 5i for its coverage of this company). I am curious if you would want to comment on the company at this time. I assume you would maintain at least a B- rating. The trading volume remains low, but perhaps it is becoming a bit more visible and may attract analyst coverage. Thanks for your opinion. Jim,
Read Answer Asked by Jim on November 07, 2018
Q: Good day team,

I should have listened to your last comment on this dog and sold it at a smaller loss back in October but I didn't and now wonder if I too should throw in the towel like other investors following the ER yesterday.

I don't need the money but following its 17% haircut I wonder if it's waste of more time and money to hold and hope for a change in the negative momentum.

Would you kindly give us your assessment of their balance sheet and future prospects and whether the huge short on the stock is justified here.

Thanks a lot!
Read Answer Asked by Saeed on November 07, 2018
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