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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: Hello team,
Which one has the most downside risk? Which one has the most upside potential? Which one you would buy today and why? Would you consider all three as buy-and-forget kind of stock for the next five years? (Everyone is waiting for a correction, if not a market crash, and I am afraid of causing one by finally accepting to invest a bit.)
Thank you as always!
Read Answer Asked by Saeed on September 01, 2017
Q: there is an article by robert tattersall in last saturdays globe where he talks about price to sales ratios -- psrs, and he quotes various experts who say never buy a company with a psr more than three, shopify was 15.5 at the time, today probably 17, we all know shopify is expensive but this is ridiculous. and he says it never ends good, never.can you comment. dave
Read Answer Asked by david on August 31, 2017
Q: I have done so well with tech companies that they have grown to 29% of my portfolio. I expect I have some duplication and some are not as profitable, so I am hoping you can help me to reduce to about 20%. Many thanks for your excellent and thoughtful advice. Reading member questions is an essential part of my day.

Here is my list:
BABA
BOX
GPS
ISDR
KXS
NVDA
PHO
SHOP
SQ
TCEHY
Read Answer Asked by Elaine or Gerry on August 30, 2017
Q: Hi 5i: I've been holding Amazon for a while and have done quite well, but I'm getting nervous. I am thinking of selling and switching into Microsoft. This way I still have some "cloud" exposure and lower risk. What do you think of this move?
Read Answer Asked by Roland on August 28, 2017
Q: Hi 5i,

In rebalancing my portfolio, I find that I am sadly lacking in tech stocks. At present, I have: CSU 4%, KXS 1.5%, Shop 0.4%. Could you suggest options to bring the total up to about 15% and designating whether they would be better suited for an RRIF or TFSA account? As a senior, I should be more conservative but, at the same time, I can stand some risk.

With thanks.
Read Answer Asked by Doris on August 24, 2017
Q: Although recognizing the potential of Envidia I have chosen to take profits and move on. I don't wish to Abandon the semiconductor space and as a result am looking at ON. Recognizing this is a US company I would appreciate your thoughts.
Thanks
Read Answer Asked by DAVID on August 21, 2017
Q: Hello, I am thinking of lightening up on SHOp where I am almost at 9% and buying AAPl as a replacement where I already have a half position. I would appreciate your thoughts on this. I am not quite sure why Apple is raising money in the form of bonds..while it has a lot of cash.
But the next version of iphones are much anticipated..I get this insight from my teenage children.cheers Shyam
Read Answer Asked by Shyam on August 18, 2017
Q: I've noted in the Q&A section you continue to support both CSU AND CGNX. I already own CSU and note that with all the 'noise' these days it seems to go about its business and is much more stable than some of the other tech. companies. Would you consider CGNX to be the same kind of company and do you think it would be a top American company to complement CSU? Are there 1 or 2 other tech. companies (Canadian or American) you could recommend that you favour that would help me to gain good diversification to the technology sector. As further guidance, I appreciated Mike's caution about the importance of being patient, but I must admit, I personally find it easier to maintain my patience when I'm invested in less volatile companies. As always, I appreciate your guidance.
Read Answer Asked by Les on August 18, 2017