Q: I've had a long term holding in IBM, know they have struggled as their traditional hardware markets have declined and services shave stagnated and although they are getting growth with their cloud business, it's not enough to offset declines elsewhere. Declines seem to be levelling off though, they exceeded analyst expectations last quarter. Debating whether to hold on as stock is cheap (for good reason) or dump my shares and move on to more attractive growth opportunities. Any thoughts? See Buffett still holds shares...
Q: I'm under water on Polaris materials I thought I should wait for there next earnings ,
Before making a decision to sell.
Your thoughts please
Thanks
Q: I have no exposure to gold and would like to buy a gold stock that has good bounce potential with the rising gold value. Or, have I missed the bounce already? I'm okay with some risk. I thought of YRI or KGI. Could you make a suggestion of one of these stocks or another stock altogether?
Q: Hi 5i, can you provide some examples of the comps for Intertain in Europe? I understand these companies trade at much higher multiples. Thanks a bunch.
Mark
Q: Greetings, Peter and Co.
I currently have 14.8% of my investments, excluding real estate and bullion, in the biotech/healthcare sector. I hold
Biosyent (RX) 0.5% (I have a considerable loss in RX.)
Concordia (CXR) – 1.5% (I expect CXR to be acquired by a larger company.)
Merus Labs (MSL) – 2.2%
Prometic (PLI) – 2.4%
Amgen (AMGN) – 3.1%
Knight (GUD) – 5.1%
I am considering liquidating my holdings in CXR, RX and perhaps MSL and using the proceeds to add to my PLI position and/or an alternative that you might recommend unless you think I am too overweight in this sector.
Thank you for your analysis and recommendations.
With appreciation
Ed
Q: I would like to buy FNV. You say you are "very comfortable" with FNV. I've done some basic research and see that S&P Capital rates it a sell;TD as a hold; Thompson Reuters a buy. A news brief says "FNV files for mixed shelf of up to $2.0bln." INK Research shows that FNV insiders were doing lots of selling in March. HELP! How do I interpret all this?
For pure utilities, I have BEP (2.0%) and RNW (1.5%). I also have ENB (2.0%) and IPL (1.0%) if you consider those utilities.
I'm looking to increase my utilities allocation and wondering if I should add to what I have or take a position in Fortis (or another name you recommend).
Q: I have tried entering several symbols and I get, "a no questions asked".
I know on tgz, mux and tmm to name a few that you have answered questions in the past.
Am I doing something wrong. I specifically would like to know your opinion on ER Eastmain and the proposed changes in the works. And also to clear up what the problem is with the symbols I have entered. Thank You..
Q: Because of my age and possible future need for income, amount and security, I am pondering the addition of the following ETF’s. I am indicating the present and after purchase weighting in my portfolio. ZWU ( 3% - 5%), XHY (1% - 3%), XTR (0% - 5%). My portfolio is reasonably well
diversified with about 95% blue chip (28) common shares. Can you please comment on the appropriateness of my proposed purchases, given your limited knowledge of my portfolio.
The composition of XTR i shares includes other I share ETF’s so if I were to purchase this security I would be effectively duplicating management fees and further increase my exposure to XHY, which is held in XTR.