Investment Q&A

Q: Hi 5i,

I hold the above in the semiconductor space. Do you think there is too much overlap or do they all serve separate markets. Would it make sense to keep all of the above or should I swap one of them out for AMAT? Would that give me better diversification? If so, which one?

Thanks!

Q: For what it's worth, according to today's Globe Acumen has a report out on Questor.

Q: I sent a question in yesterday and assume it is still for processing. This is a different question. OLED has dropped 20% in the last 5 days. Should I sell it and purchase another US stock. I come across many by reading your questions and answers everyday - the likes of TRHC, NTLA, MYOK and ANET or perhaps you have something better to suggest or do you think this thing will rebound faster than me using a replacement? Thank you, Dennis.

Q: In response to Linda's post, isn't this reasoning backwards?

" I believe Stephen Jarislowsky's view that the US $ will increase relative to Can $ in near term, so have converted some US$ to Cdn$ recently with plan to repurchase at better exchange"

Q: CLS missed the last 2 quarters resulting in big hbits each time,Is this a management issue?.Buy more,hold or sell now?Thanks for u usual great services & views

Q: How can I best play nat gas from Feb to May?

Q: Hi 5i:

BERY.N (Berry Global Group was a top pick on BNN yesterday. It is in the same field as CCL, and was predicted to be a better investment than CCL which has leveled off.. What do you think of BERY, and would you think switching from CCL to BERY is a reasonable move?

Q: First of all, read about your site in Market Masters and love your website!

I am considering investing in BSM Technologies but recently read a bunch of reviews on glassdoor.ca that make me question my investment. The employees seem disgruntled and consider the technology buggy and outdated. After reading your report however, perhaps they are talking about the technology before Mobi? Also, i understand hardware in its infancy can have issues so thats not much of a concern. What do you make of all this?

Q: Could you please comment on the recent KP Tissue Release its Financial Results and those of Kruger Products L.P. for the Fourth Quarter of 2017?
KPT has been drifting down in an erratic fashion from over $19 in May 2013 to the current price of around $13.50.
The dividend doesn't make up for the capital loss so is there any hope for this company or it time to sell and move on?
It seems to me that RSI, KEG-UN, EXE, AW-UN, SIA, and BCE all have about the same dividend. Which would you pick for a growing dividend and some share price apprecuation?
Regards.............. Paul K

Q: I have a question about 1536 how does Xhc look to invest in today

Q: Can you weigh in on what this may do to TOS? I think a recent Q/A mentioned you liked it's upside. The market hated the announcement below and it would be great to hear why and if it is now a buy (market overreacted?)


25 Jan 2018 11:04 ET
11:04 AM EST, 01/25/2018 (MT Newswires) -- TSO3 Inc. (TOS.TO) has plunged 21% to a new 52-week low after announcing that it has entered into a new agreement with Getinge Infection Control AB, its global distribution partner since November 2015.

Q: going forward, as an entry today, which one would you choose as a good growth prospect a year out

Q: Could you please rank these holdings - in terms of a hold...If i wanted to raise some cash, which would you sell first in order?

Q: I hold some gold gold ETFs/producers and Blackberry with unrealized losses in a cash account. I was thinking to contribute these in kind to my and my wife's TFSAs. I will have capital gains in the cash account to offset.
What are your thoughts on this?
Thank you.

Q: has gc ever paid a dividend it has good cash flow and are its operations a partnership with brookfield and Ontario

Q: Greetings.

I am planning on early retiring next year at 55. I am looking to transition my portfolio form balanced/growth to income. It would seem that although timing the market is not a predictable strategy, it would seem to me that this is probably the perfect time to transition my portfolio given the weaknesses in the utilities, telecom, pipes etc.

I have cash saved for my first 2 years of retirement to avoid being forced to withdraw funds at a 'inopportune time'. However, i also know my portfolio may need to last a number of years prior to being able to claim cpp, oas and social security (spouse of american citizen collecting social security). Would you recommend transitioning now or do i risk too much growth in the next while? Your thoughts/recommendations are always appreciated.
Cheers

Q: We have major positions in TRP and PPL in our joint and two TFSAs and both stocks have fallen substantially in the past few days. Hold, sell, or add to the positions? Cheers, Edward

Q: TD Waterhouse said, they did not have any US Treasury Bills in their inventory. Therefore, I could not buy any US Treasury Bills. Is this right and where can you go to buy? TD does have TD Ameritrade in the US, why would they not have US Treasury Bills there?

Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

David

Q: GUD. The stock concluded the day at $7.65, a very low price. GUD does not do much
lately. Patience is indicated, seemingly. Any other advice ?