Q: With the next change in cannabis coming october 17 are the a couple stocks you would recommend and a couple to stay away from? The hype on the industry appears overdone currently.
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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 noticed that my Boyd position has grown to 5.5% and it took a 3% hit Thursday . Is Boyd the type of stock that should be a 2-3% holding rather than 5% of a balanced portfolio - I was going to let it run up to 7% before trimming . Your thoughts please . Thanks
Q: Hi team ,
I am down 24% on square . Is it time to sell, hold , or buy more? In my opinion it’s being punished for no real reason, and still believe in its growth rate and potential disruptor status .
Call this a 2 part question as well and charge me credits accordingly . Do you believe in this current “market rotation” gimmick ? To me the current growth companies are still the current growth companies . It seems these days that the big traders on the market get together for a coffee before market open and conspire together to decide “what’s the theme of the week today ?”. I don’t understand it all but this last Monday for example was grossly obvious how crooked the “market “ can really be . Ayx for example : you can’t tell me that over the weekend that company is suddenly worth 15% less come Monday morning . In my opinion it’s a sad platform we all play on here , but at the end end of the day it seems the best strategy is to buy a best in class company and hold it long term , unless the fundamentals change , cause the market is so obviously manipulated every day .
Your thoughts please would be appreciated . ThAnks !
I am down 24% on square . Is it time to sell, hold , or buy more? In my opinion it’s being punished for no real reason, and still believe in its growth rate and potential disruptor status .
Call this a 2 part question as well and charge me credits accordingly . Do you believe in this current “market rotation” gimmick ? To me the current growth companies are still the current growth companies . It seems these days that the big traders on the market get together for a coffee before market open and conspire together to decide “what’s the theme of the week today ?”. I don’t understand it all but this last Monday for example was grossly obvious how crooked the “market “ can really be . Ayx for example : you can’t tell me that over the weekend that company is suddenly worth 15% less come Monday morning . In my opinion it’s a sad platform we all play on here , but at the end end of the day it seems the best strategy is to buy a best in class company and hold it long term , unless the fundamentals change , cause the market is so obviously manipulated every day .
Your thoughts please would be appreciated . ThAnks !
Q: good morning to you
maybe it is not your area of expertise but would appreciate you insight about Bayer
would you consider it to be a good hold for growth and dvd thanks in advance
maybe it is not your area of expertise but would appreciate you insight about Bayer
would you consider it to be a good hold for growth and dvd thanks in advance
Q: I am thinking about purchasing one of these companies. What would preference be and which one would hold up better if the market takes a downturn. Thanks
Q: what criteria do you use when looking at momentum investing?And speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs
great service, many txs
Q: Hi,
Peyto is one of the securities that likely will get dropped from the TSX index this month due to is low capitalization (below the rate required to stay in the index). My question is .... why with this impending removal from the listing is this stock moving up significantly the last week or so? Do you see other factors influencing the price, and would you consider buying at this time?
Thanks .
Peyto is one of the securities that likely will get dropped from the TSX index this month due to is low capitalization (below the rate required to stay in the index). My question is .... why with this impending removal from the listing is this stock moving up significantly the last week or so? Do you see other factors influencing the price, and would you consider buying at this time?
Thanks .
Q: I have a 4% position in Enghouse which has been in my portfolio for about 3 years. What is view on this stock for its potential future growth. Thanks.
Q: Hi there,
I recently sold my position in Shopify at a big gain (thanks to you!). The majority of my portfolio is made up of the top 20 growth names in your Balanced Equity Portfolio. What names currently look good to add to from my Shopify gains?
Also, as a young investor I try to not invest in slow growth names and would prefer a concentrated portfolio. What names from the Balanced Equity Portfolio would you remove to bring it down to 20 holding, for a growthier tilt?
Thank you!
I recently sold my position in Shopify at a big gain (thanks to you!). The majority of my portfolio is made up of the top 20 growth names in your Balanced Equity Portfolio. What names currently look good to add to from my Shopify gains?
Also, as a young investor I try to not invest in slow growth names and would prefer a concentrated portfolio. What names from the Balanced Equity Portfolio would you remove to bring it down to 20 holding, for a growthier tilt?
Thank you!
Q: Any reason why Guardant Health has been sliding down for the past few weeks? Is this a good time to start a position?
Q: Hello there,
Seems like investors are not rewarding growth in production in the oil patch. I own PXT which has done well over the last year but has been stuck in the mud around the same price since February but has bounced around a lot. Because the market is currently not rewarding for production growth , PXT is focusing on share buybacks and a very strong balance sheet which is great. Any thoughts on them initiating their first dividend and becoming more of a growth plus yield story? Return even more cash to shareholders?
thanks
Seems like investors are not rewarding growth in production in the oil patch. I own PXT which has done well over the last year but has been stuck in the mud around the same price since February but has bounced around a lot. Because the market is currently not rewarding for production growth , PXT is focusing on share buybacks and a very strong balance sheet which is great. Any thoughts on them initiating their first dividend and becoming more of a growth plus yield story? Return even more cash to shareholders?
thanks
Q: What are your thoughts on buying this stock
Q: Hi 5i team:
I have planning to buy BYD , in view of the recent pull back, how "recession proof" is BYD (beta ?) and what would you say it is a good entry price .
thanks
I have planning to buy BYD , in view of the recent pull back, how "recession proof" is BYD (beta ?) and what would you say it is a good entry price .
thanks
Q: based on your comments, it looks like I should sell this investment. do you still recommend selling it even though the share price has been going up recently and it still pays a hefty dividend? If I sell should I wait until just after Sept 30, the next dividend payment date? if not why? what do you currently recommend replacing it with?
thanx
thanx
Q: I am a retired, conservative dividend-income investor. I have read your recent comments on each of these companies. Key question = if you had an existing partial position, would you top up either of these?
Thanks...Steve
Thanks...Steve
Q: NWC reported less then stellar results and stock was knocked down ~7%. TD says "outlook over the coming years is quite positive, with mid-teens EPS growth in H2/19" which, to me, would make this a buying opportunity. Would you agree?
Q: Portfolio Analytics categorizes Sienna Senior Living as Health Care and Northwest Healthcare Properties as Real Estate (I get that it's because it's a REIT). A couple of questions:
1) Does it make sense to consider NWH.UN as being in the Health Care sector?
2) In general, does it make sense to override the sector a stock is allocated in cases like this?
3) Have you thought of adding a column to your database to allow users to do this? Using an extra column rather than overriding the Sector provided by Portfolio Analytics would give the user access to both values.
4) Same questions for Geography (see my previous question).
Thanks
Peter
1) Does it make sense to consider NWH.UN as being in the Health Care sector?
2) In general, does it make sense to override the sector a stock is allocated in cases like this?
3) Have you thought of adding a column to your database to allow users to do this? Using an extra column rather than overriding the Sector provided by Portfolio Analytics would give the user access to both values.
4) Same questions for Geography (see my previous question).
Thanks
Peter
Q: Hi.
I would apprciate your thoughts on the results of NWC.
Many thanks for your great advice.
Ian
I would apprciate your thoughts on the results of NWC.
Many thanks for your great advice.
Ian
Q: What sectors are best for stagflation?
What sectors preformed best during the 1970’S?
What sectors preformed best during the 1970’S?
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Atlassian Corporation (TEAM)
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Twilio Inc. Class A (TWLO)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Okta Inc. (OKTA)
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Alteryx Inc. Class A (AYX)
Q: AYX, OKTA, TEAM, TTD, TWLO, VEEV
It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?
It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?