Q: Hi Peter and Staff
I know you are not as familiar with the US. A family member is thinking of a small investment in his portfolio of ARNA Arena Pharma in the US.
Would you be able to give some comments on your thoughts and whether for a younger person not risk adverse how far devoting a half position to this company would be any wiser than a casino visit?
Thanks and have a great day
Dennis
Q: Hi 5i,
If one was concerned about inflation, it has been suggested that real return bonds could be something to consider investing in.
What is your opinion of these as an inflation protection? Do you currently have a view on where inflation is headed?
I have listed a couple of ETF's I might consider. Can I get your view and the pros and cons of each please?
Thanks in advance for your help.
Dan
Q: I hold roughly full positions ing MAW102 and VIGI which is my full exposure to the international market. I have done quite well with MAW102 in the past. Can you suggest a better mix or alternatives to the International markets?
Thanks for your help, I will definitely renew my subscription.
Doug
Q: You are advising people that it is time to unload Raging River. I see it is still in the Growth Portfolio. Do you plan on selling it soon, I am interested in what you will replace it with. Thanks.
Q: You have repeatedly recommended PBH, TSGI and PHO in your portfolios, so I am interested at starting positions in PBH and TSGI, and adding to my existing position in PHO.
While I like that they have all come down in price, I am hesitant to buy because you recommend buying into positive momentum not negative.
I use stockcharts for my evaluations before I buy so my question is: How would you determine when to enter a stock showing negative momentum using technicals? Do you wait until it crosses the xx day ema, MACD crosses positive, RSI above 50, etc.?
Q: Hi there, I've been reading the Q&A section regrading optimal portfolio size. If you had to craft the "perfect" portfolio ranging from the 15 - 20 small to mid cap holdings, what would it look like? A guidance for risk tolerance for me would include names along the lines of KXS, SIS, DOO or GSY. Thanks so much.
Q: SAFM released the 3rd qtr results today which were underwhelming. I can understand a slight decline in sales but there must be something in the expenses which was not explained in the release. The company has been disappointing for several qtrs now. Your thoughts about this company going forward will be appreciated.
Q: I am buying a few junior uranium companies as speculations. Can you tell me a bit about this company's cash position, debt, cash burn, and how long it could survive until the uranium market improves? Any other comments you have would also be very much appreciated. Thank you so much.
Q: I would love to buy Grubhub, Square and Salesforce to add to the FANGs that I bought a year ago at then "stratospheric" prices. Do you think these three are too expensive or in for similar one year gains? Please rank and comment. Thank you.
Q: Would you pay $53 for Canopy Growth or would it be more prudent to allow the industry to get up and running before investing? What are your top 4 cannabis investments and why?
Thank you.