skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter and His Wonder Team
I realize this is not your "cup of tea". However ...please give your current assessment. The new phone, winning the law suit and more demand for security...may this create a small catalyst? I have held it for a while...The stock has moved up slightly...please give your opinion. Do these positive developments support "holding" for a while or best to sell in this little upswing?
Thanks for your thoughts!
Dr.Ernest Rivait
Read Answer Asked by Ernest on July 27, 2016
Q: Which one of these large industrials would you choose to be in your portfolio at this time ? Am I over diversifying if I selected two of them?
Read Answer Asked by Albert on July 26, 2016
Q: XT-N
iShares Exponential Technologies

I am looking for an ETF that follows emerging new technologies. One that seems to fit the bill is iShares Exponential Technologies (XT-N). What do you think of it? Is there another you would like better? Are there any traded in Canada?
Read Answer Asked by David on July 25, 2016
Q: Good afternoon

Thinking of initiating a position in tecsys.Can you please an updated analysis on this company(last thoughts were more than a year ago).Please include valuation,balance sheet,future growth etc.It has bounced sharply from a recent low.Would you recommend an initial position at this time.
Thanks for providing many many profitable ideas.
Keep up the great service!!!
Read Answer Asked by Thomas on July 22, 2016
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
Read Answer Asked by Sylvia on July 22, 2016
Q: In the technology sector, I have OTC(2.8%), WIN (1.5%), ESL (0.62%), AYA (1%). They represent 5.92% of my portfolio. WIN and ESL are not doing well but the loss is not significant. Since I have low exposure to this sector and would like to add more, what stocks should I be looking at? The ideal sector weight should be around 10%. Thanks
Read Answer Asked by Esther on July 20, 2016
Q: I have 15% of my well diversified portfolio in Tech stocks. I am thinking of consolidating my 7 stocks into a smaller number of stocks - perhaps down to 5. I have 2%-3% in all the mentioned companies except SYZ at 1%. Any suggestions as to which companies to sell and which ones to "top up" would be appreciated, or maybe just leave as is.
Read Answer Asked by David on July 11, 2016
Q: I'm trying to understand SYZ. It's a fabulous company but little known. There is strong insider buying and the company is aggressively buying back shares. The share price has moved steadily from $6.60 to the $10.50 range. It isn't widely followed by the market. 5i has been the big supporter to date. My concern with the stock is that the upward movement in the share price appears to be directly due to the company buying back shares. If the company stops buying, what happens next? I guess the question is how does a small company get broader recognition and a wider following to push the price higher on pure market conditions? When the company isn't buying shares, the trading volume is usually very low.

thank you
Read Answer Asked on July 07, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!