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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: 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
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Read Answer Asked by Dathan on June 07, 2016
Q: Nvidia went from $19 to a new high yesterday of $46 and change. I know US is not What you follow but moving away from PCs and into virtual reality supplying tesla could this stock go to the moon? I am thinking of averaging up.Motley Fool David Gardner touts it as the next Apple and that investors should get in on the ground floor of this revolutionary company. I value 5is opinion so what is yours on this thesis?
Read Answer Asked by Helen on June 01, 2016
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