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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: What are your thoughts on Tucows? I listened to the conference call and the CEO mentioned this year as being a transition year to 2019. Is the volatility in the name an opportunity for long term holders? Is the business stable enough to hold and "do nothing" being a short attack or earnings report? If this was in the growth portfolio what weighting would you perhaps give it?
Thanks!
Read Answer Asked by Gooding on February 15, 2018
Q: There seems to be a pattern of TC failing to meet earnings estimate (or at least I assume that this is what is causing the drop today). I have nice gains on it to date, but wondering whether or not it is worth continuing to hold. Would appreciate your thoughts
Thanks
Read Answer Asked by Bryan on February 14, 2018
Q: Hi,
I am thinking that the recent drop may present an opportunity to enter into the US Aerospace & Defense sector at a bit of a discount. Is it better to use ETFs, or choose one or two top rated stocks? I don't know how you compare the costs of ETFs and could use a primer on what to look for / what to avoid when considering them, as I mostly use stocks or debentures.
As always, we appreciate you're thoughts and insight.
Dawn
Read Answer Asked by Dawn on February 14, 2018
Q: Hi,

I've been watching this stock for quite some time and recent earnings seem to be well received, with other followers seeing significant upside. I know it's a US company, but your quick opinion (management performance, upside potential and timeframe) would be appreciated along with why their product seems so good?
Cam.
Read Answer Asked by Cameron on February 14, 2018
Q: Is Broadcom still a Singaporean company today? There has been reports in the news media around November 2017 that Trump announced "he" is moving it back to the USA. I hold a significant position in my RRIF. If it is a USA company today, I will have to pay U.S. estate taxes if I die. I will need to sell my position before that happens. Can you look into it's current home country? Is there a reliable website I can go and check the home country of Broadcom from time to time? Thanks.
Read Answer Asked by Ford on February 14, 2018
Q: In your response to a previous question, I looked at ANET and am certainly impressed with it...I have a scoring process I use to assess stocks and it scored in the top three along with Kinaxis and Facebook.

However, it also has a short life as a public stock and has not been through a downturn. I'm less concerned about what the stock price would do through a serious downturn and more interested in management's ability to manage through it and for their product to remain in demand.

What are your thoughts on management and product "stickiness"/uniqueness? Who, on their board has lots of experience and respect?

Thx,

Cam
Read Answer Asked by Cameron on February 14, 2018
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