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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: Hi 5i,
A few days ago, in your most recent answer on a Callidus (CBL) question, you closed by saying:
“We think there will be more clarity in the next 30-60 days and with a 3% position, we would simply sit tight for the time being.”
This struck me as interesting because I was thinking was that a longer timeframe (more like 2+ quarters) would likely be required for the company to show sufficient progress in portfolio growth and (maybe more importantly) value realization to re-kindle sufficient interest to support a go-private transaction. But given your comment I’m wondering if I was missing an interim catalyst that might clarify their situation sooner. Can you say what made the shorter timeframe potentially significant in your view? Thanks!
Read Answer Asked by Lance on October 03, 2017
Q: My biotech holdings include Celegene at 3% and alexion at 1.5%. I am looking to obtain a basket of these stocks, the best in your opinion, as opposed to getting the sector etf.
My question are as follows:
1. Do you feel now is an opportune time to be adding to biotech, or has the sector run up too far?
2. If the time is right, what would be your top complementary picks to my current positions ( mid cap to large cap) and how many should I hold? Please advise what an adequate overall portfolio position would be for the sector, for an investor with a palate for moderate risk and a long way term view.

Thank you for your counsel,
Karim .
Read Answer Asked by Karim on October 03, 2017
Q: Good morning...thoughts on the Riocan news...I held RIOCAN for over 10 years and sold six months ago...I do not believe in retail REIT (for income) as a long term hold...I was interested though in the potential diversification away from retail...Do you think the capital appreciation will be there and potential growth in income...is it too early to jump back in? Thanks
Read Answer Asked by Matthew on October 03, 2017
Q: Hello Team,
Would you consider this for your list of forever companies and with it's size and diversity, what would you consider maximum allocationin one' portfolio.
Thank You,
Barry
Read Answer Asked by Barry on October 02, 2017
Q: My 20 year old son has started a stock portfolio and currently holds 11 stocks and will add a few a year. We are following your balanced portfolio. He was overweight energy and sold a position today on the recent bounce. He only holds TOY in the consumer area, MX in the materials area, and SIS in industrials. We are looking at adding in one of these three areas. Any suggestions? also holds SHOP, CLS, KXS, ALA, BNS, ECN, GUD.
Read Answer Asked by Paul on October 02, 2017
Q: May I please have your opinion on taking a new position in gold? I am an ultra conservative investor, retired for 14 years, who covers all my daily living expenses through company and government pensions, and use investment income primarily for holidays and extra pursuits. Most of my investments are in fixed income such as GIC's, preferred ETF's, and bond ETF's. Would you recommend a gold ETF or a specific equity? Thanks!
Read Answer Asked by Paul W on October 02, 2017
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