Q: Hi, SIMO is off about 30% from it's high and the short interest looks high. Are you aware of any particular concern with this company going forward? I'm down 10% and concerned if it breaks through $40 it could go much lower. Your thoughts are appreciated.
Thanks.
Q: Would you consider XXM (First Asset Morningstar US Value Index Etf
CDN Hedged) as a suitable hold regarding the U.S. market. XXM.B is the unhedged version. If not, do you have another choice.
Q: What is your opinion on XFA which selects stocks based on momentum, quality, value and small cap size. Could you please suggest a balanced portfolio using smart etf's. Do you think this is a good strategy? Thank you for all you advice.
Q: In a fairly diversified RRSP account with both US$ and Cdn$ to deploy can you comment on your preference between Cinemark and Cineplex? I know you like Cineplex but wonder if you would consider Cinemark in similarly?
Q: Does Mattel's financial results release offer any insight into Spin Master Toys? Mattel says they were impacted by a significant US toy category slowdown. How would one know if these poor results were specific to a company or an industry? Spin Master is a long term hold regardless as I have confidence with their strategy, especially using evergreen entertainment properties as a setup to sell children toys and branded products. I don't think Mattel has developed this strength.
Q: Hello Folks:
What is your opinion of Clorox CLS, as one of my choices is between it and SLB (I understand they are 2 different animals)?
This question relates to the question I just submitted concerning SLB. I apologize for my confusion.
Thanks again
brian
Q: Thank you so much for what you do. 5i benefits people of modest means as well as the wealthy. (A rising market doesn't hurt)!
A reader mentioned grocers earlier today. We went to COSTCO yesterday and the place was packed. They don't have the distribution of the local grocery stores but in a way they don't need to as customers are willing to drive to them. COSTCO is still more of a wholeseller compared to a company like Loblaws and they don't carry all the small products but no doubt they are one reason why grocery stores are finding it difficult to stay profitable.
Q: I'm looking at US specialty REITS and wonder what you guys think of the numbers for SBRA (Sabra Healthcare Reit). Could you suggest anything better in the healthcare or senior care sector?
Q: I am not comfortable purchasing individual stocks in a small account, with my go to name being ZEB, can you recommend any others that provide the diversification? I'm thinking the US indices hedged back to CAD, is that a good idea and which ETFs would you recommend in that case?
Q: I have about 110,000 dollar that I will be investing in your balanced portfolio and the etf ViG. About 45,000 dollars will be in a non registered account and 65,000 in TFSA. I am avoiding RRSP because I have a good pension. My tax person said that I would save tax by putting the non dividend equities to the non=registered account. I plan to leave the investments in for 7-8 year As well will vig be taxed at a higher rate because it is non-Canadian if it is in the non-registered?
Q: Hi, I have a small position on Coty ( previusly held P&G). But this transfer has not fared so well down 20%. Wondering if I should hold onto to this or move to a small cap etf like IWO or IJR. Thanks. Shyam
Q: I have a 2% position in Lyondellbasell Industries. I bought it as an RBC Top Pick but it never went anywhere and I'm now even on my purchase price with gains only on the dividend. What is your opinion on this stock moving forward and would a switch into Dow Chemical be a better opportunity for growth + dividend? Thanks
Q: It has been since last summer since you commented on WBA. Do you like this a go-to name in consumer staples? Outside of Jean Coutu, there really isn't an equivalent any longer in Canada, is it worthwhile to hold long-term? Divi is only about 1.8%