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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,

For a long term position ~ 10% of total portfolio, with broad international equity exposure outside North America, currency not really a factor, was considering XIN vs VXUS vs XEF.
1) preference of three or worth it to purchase more than one?
2) other suggestions?
3) any concerns with 10% of portfolio in any of these single ETFs?
Read Answer Asked by John on August 14, 2018
Q: Hi, could I please have your current opinion on LULU. They had a good quarter and technically the stock will breakthrough to new highs with a few more % gain. But as you said in the past results have been inconsistent. Do you see guidance and consistency possibly improving, or just a good quarter followed by uncertainty for the next one?
Read Answer Asked by Kel on August 14, 2018
Q: Hey Guys,
Would you buy these ETFs today?
Are there other ETFs you prefer today.
This is for a long term hold.
Thank you,
John.
Read Answer Asked by John on August 14, 2018
Q: Hello,
I've held shares in SLF for a couple of years now and even taking into account the dividends, I am slightly underwater.
From all indications, the latest quarter was good. If I listen to the pundits, the environment for the company, and insurance companies in general, is positive with interest rates increasing but yet the shares don't seam to go anywhere.

In your expert opinion, what would explain the lack of positive momentum for SLF? Is there something fundamentally wrong with the company? Is their large mutual fund business segment worrying investors because of competition from ETF's?

I am more than willing to give this company more time and am very interested in your thoughts.

I thank you in advance for your reply.
Dan
Read Answer Asked by Daniel on August 14, 2018
Q: Do you have estiamtes for GC's earnings tomorrow? I seem to remember that last quarter only had a few weeks of the new Ontario bundle included in them... am I correct on that? I have been wanting to add a position on the pullback, and earnings kind of crept up on me. Would it be a good buy heading into earnings, or would you wait until later in the week?

Thanks for your help!
Read Answer Asked by Michael on August 14, 2018
Q: Boston Pizza has been declining for the last three months and in particular since the release of the quarterly earnings. What would be your opinion of the company going forward.
Please compare Boston Pizza with A&W and the Keg as to which would be a better choice.
Are there other restaurant royalty companies I should be looking at?
Thanks for the excellent service.
Read Answer Asked by Stephen on August 14, 2018
Q: Hi 5i,
Assure Holdings (IOM) finally got their 2016 restatement and 2017 FY report filed and apparently are working to a relatively near target on filing their overdue quarterly report. Once that is in, presumably they’ll be able to get the CTO lifted and resume trading. How do you think the filed reports look for resetting market valuation of the business? What would you do if you were holding shares when trading is resumed? Thanks!
Read Answer Asked by Lance on August 14, 2018
Q: Hi, 5i
I have been baling out since the past 2 months .... so the cash is quickly accumulating. I found some good replacements and do not think it is so bad to get a solid 5% than a potential future 20% loss.
This morning, Berman has suggested zwu as a good investment.
Your opinion would be appreciated, and your reason why you like it/ do not like it very helpful.
CDJ
Read Answer Asked by claude on August 14, 2018
Q: Hi, please give me your thoughts on this microcap. The main product, MobiKEY, seems useful for data security and privacy. Do you see data security/privacy as an area for growth in light of the recent FB data issues? Any other names to watch or look at in a similar business? Thanks.
Read Answer Asked by Marco on August 14, 2018
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