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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, a couple or questions here. First, I am wondering about switching a lot of my portfolio to US$ and investing there. Just thinking Canada as an investment place will be a bit dead for quite awhile. Apart from a few of the Cdn growth stock ideas you are touting which I would keep. Is this a good idea? Or if one is spending Cdn $ does the currency risk say stick to Canada. Or do you just hedge that somehow. Next, you have mentioned you are working on "new services". Would this be adding the USA to the Cdn service you now provide? Thanks.
Read Answer Asked by William on January 15, 2019
Q: Hi there,

This stock has not recovered at all and seems to be heading down further. I have owned for a long time but this trading pattern seems a bit unusual. Is there some news i have missed. From what i can tell from the last quarters report, all of its business lines are expected to continue growing for the next 3+ years.

Thoughts?
Read Answer Asked by kelly on January 15, 2019
Q: What are your thoughts on this investment vehicle for a TFSA? What are the prospects for the Canadian Banks over the next year.
Read Answer Asked by Dennis on January 15, 2019
Q: Hi 5iR Team, I have the following 5iR stocks in some of my portfolios: SIS, TSGI, NFI, and PHO. All of them have the distinction of losing money in my portfolios at this time. Since, they are all still in the 5iR portfolios could I be considering adding to these stocks? If so would you have any suggestions as to which of the four stocks might rank higher to begin adding stock? Thanks Team. Cheers, Chris
Read Answer Asked by Chris on January 15, 2019
Q: I know members have started to raise questions about Knight Therapeutics' cash balance and when they will use it to make a large acquisition.
I am reminded of this YouTube video from 2014: https://www.youtube.com/watch?v=YCps-WZB7_U

Jonathan Goodman was quite clear when he made this speech that it could be 10-15 years before he investors could see big results.

My main questions are: realistically, how much pressure can shareholders place on the company? Is it possible that impatient shareholders could push GUD to make wrong move/acquisition with the cash?
Read Answer Asked by Mike on January 15, 2019
Q: Hi team,

ROKU crashed last fall with a lot of tech. It is a very volatile stock, even for tech, as it reacts to every headline. I bought a small position again a couple of weeks ago, before the CES, expecting some positive announcements. There were several, including active users and streaming hours up nicely, a new partnership with Westinghouse TV and a new partnership with TCL on 8K TVs. Then, as usual, the rally was cut short by Andrew Left with a negative tweet about it regarding further AMZN inroads. He keeps going long or short on ROKU, I assume just after he bought or sold short.

Cord-cutting keeps accelerating, and ROKU has a strong position but in a highly competitive field with AMZN, NFLX and now Hulu gaining traction. It is also viewed in the M&A picture for a bigger tech/media player this year. What are your thoughts on it at this point?

Thanks again,
Dave
Read Answer Asked by Dave on January 15, 2019
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