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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: Hello there,
For the above stocks, which are in my RRSP, gains in about a year are 15%, 37%,26% and 15% respectively. I didn’t plan it but just happened to buy approx $5k in each of these on a near 52 week low I guess.
I read a comment about letting your winners run, but also am learning about taking profits and not being greedy for more.
What do you look for to make a smart decision, please?
In the examples given, are any obvious sells or keeps?
Thank you for your help!
Read Answer Asked by Hilary on August 09, 2019
Q: In your recent market analysis you noted the $13trillion in negative interest bonds as a positive. Presumably the assumption is this money would move to equities for better returns. The most recent report shows the $13 trillion is now over $15 trilllion. Also central banks are cutting interest rates. Does this change your outlook at all?
Many thanks.
Mike
Read Answer Asked by michael on August 08, 2019
Q: What do you think of averaging down on a small position (less than 1% of our portfolio) of PHO over the next few weeks. Our current Average Cost is $1.61. I'm OK waiting a few years for improvement in their sales volumes. I would think some key question are "Does PHO have an advantage over competitors and can their technology be applied to additional industries beyond semiconductor production?" Their sales are down dramatically, but their margins and cash holdings seem OK.

Thanks.
Read Answer Asked by Robert on August 08, 2019
Q: Hi, 5I
Thank you to add to your comments the following:
1 how much shares the company bought over the past year to date
2 how much more they can buy on the buyback program
3 what is the actual debt to cash flow
4 MX seems to be quite sensitive to the economic situation due to the extensive use of methanol in many verticals. A look at the 2007/2009 action speaks volume on the exposure.
Take as many points as seems fit
Thanks
Read Answer Asked by claude on August 08, 2019
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