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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: In adding a security ROE not significantly below 20% ; PEG not TOO far above 1.0-1.4 : these together with reasonable forward P/E are top of mind in in key things I look for.

I would be thankful for your response and comment on the following issues:
1. Does KLAC meet most of my critical factors, do you think ?
2. Would you personally buy KLAC at or near current prices?
3. Does your analysis indicate probability of strong growth in the next 2 to 4 years?
4. Is the stock reasonably (fairly) valued relative to industry prospects using GARP thinking?
5. Does KLAC have strong competitors around the world?

Your insight would be valuable. Thank you.
Read Answer Asked by Adam on August 14, 2017
Q: Hi
I own a 2% position in teva pharmaceuticals. It is down nearly 60%. You have recommended selling the stock in a response to a somular question yesterday. My problem is I am holding this in an RRSP and cannot take advantage of a tax loss. I am comfortable holding for a few years in the hopes of a rebound, collecting the dividend meanwhile. Do you think this is wishful thinking?

Do I cut my losses, or do I wait patiently for a possible recovery?

Thank you
Karim
Read Answer Asked by Karim on August 10, 2017
Q: i currently have almost $20000 in U.S. cash in my porfolio.
am looking to invest in the U.S. Banks.
would i be better off in investing in a U.S. bank etf or would i benefit more by transferring my U.S. funds to Canadian dollars and using either ZBK or ZUB??
or would you suggest a U.S. Regional bank etf?
these funds are not in a RRIF or other registered retirement account.
ed in Montreal
Read Answer Asked by ed on August 10, 2017
Q: Dear Team,
While I am aware that these stocks are quite diverse, I am interested in your assessment from a growth and momentum perspective.
Thanks, as always!
Read Answer Asked by Sigrid on August 09, 2017
Q: Hi. My portfolio has no US ETFs. I have some individual US technology, financial and industrial stocks. (total 10% weight). Now, I'm planning to sell some of my Canadian stocks and to increase US stocks to 25 to 30% weight.

I'm in the process of adding more US stocks into my well diversified portfolio. My questions are 1) Do I need to buy into every US sector? If not, what US sectors should I concentrate into buying and what other US sector should I ignore? For instance, I assume I don't need US energy and US material stocks. 2) In my US portfolio, I have GOOG, ADBE, VISA, AIG, CGNX. What others US stocks should I also add?

I'm still unsure how to incorporate US individual stocks into a portfolio. Please give guidance... Have a great day.. Thank you in advance.
Read Answer Asked by Esther on August 09, 2017
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