Investment Q&A

Q: Hello,
I liked Gary's question on Low Risk/high reward situation for ALA. I read a book by Mohnish Pabrai a great value investor who did very well by buying into low risk/high uncertainty situations which led the good companies to sell at well below market prices. Are there other companies out there in such a situation? Would TSGI fall in that category where the risk/reward looks very attractive? Thanks.

Shyam

Q: What are your favorite europe ETF , would probably split 5% of the portfolio (150 000$ total portfolio in RRSP) between 2-3 to get better exposure (euro zone vs euro+uk)(large vs total market)
No hedge etf. 7-10 year horizon

Also, with 30% us , 5% china, 3 % india, 5 europe, 3% XAW, 40% canada, where would you suggest to invest the remaining 14%?

I was thinking 5% japan etf, 3 % frontier etf, 6% basket of EM (to cover taiwan, south korea with minimal china, russia, turkey and brazil allocation)

I have plenty time to manage, so not an issue, but would probably only rebalance occasionally (if worth the fees)

Q: Can I have your thoughts on this ETF? Thanks.

Q: what do you think of spot these days. trending downward for the last 3 months. any idea why? is it worth hanging on to?
thanks Peter

Q: Thoughts on GS after this mornings 10% selloff? Good opportunity to add to existing position? Looking for income but don't want to see my principle dribble away over time.

Q: Why all the selling this morning and is this still a keeper

Q: Apparently RHT held a conference call this morning. The stock is up over 25% as well. Do you know if something material was announced? I was planning to sell, but wasn't sure if some new news came out.

Q: With all the talk of an admittedly bad mistake (at best) by management, what has happened to the technology? Didn't you believe in iUgo and the accompanying smart phone app and the jump this company supposedly had in producing a superior remote monitoring product for chronic care patients? But they bruise their heals because they didn't understand CMS billing well enough and, oh well, so much for that technology? Is it great technology or not? Will it save government health care money or not? If it will, then surely CMS will come around and recognize this and eventually reimburse for the service, no? This all just seems odd that one day you're touting this company as having the one of the best technology stories in the health technology space, and the next they are a dog because they made a mistake. Is there no room for growing pains for a start up?

Q: I was wondering if you people monitored the conference call for reliq that was on this morning at 9 am . The stock seams to be up the last 2 days . What info was released that may be causing the rise, or, do you not bother covering the stock once you give a negative opinion on it. Thank you.

Q: Can I have your analysis of the short report- it seems to raise some
concerns re regulation and loan loss recognition.

Q: I hold both XBB and ZFH in my RRSP. Is there an advantage to holding both or should I consolidate in ZFH? ... or to another fund which you can suggest?

I need to add a greater bond exposure and want to ensure I'm not simply doubling up.

Thanks,
Ron

Q: I'm confused with your explanation on this arrangement. Please help me understand how many ACB shares I would get under the following two 20 Day VWAP scenarios:
If the VWAP is $10, how many would I get?
If the VWAP is $15, how many would I get?
Thanks as always for your amazing service!

Q: When you add a stock to your portfolios, do you consider the liquidity of it? Unless you're buying 100 shares or so GDI it is basically unbuyable even with a limit order. You would have an offering of 100 shares all day.

When a sell order is given to all your subscribers--good luck.


Sheldon

Q: Can you give me your definition of small and mid cap? I am trying to set up my portfolio to a certain percentage of small caps. Based on your definition could you categorize the following for me: ECN, SPE, SPX, SGY, GPS, ITC, ABT, SYZ, GUD, PLI, PTE. Thank you for your service

Q: Your thoughts on SOXX currently.

Q: Help me understand. If a company pays a 5% dividend on a 50.00 stock I get $ 2.50 annually.
The sp goes to 40.00 I get 6.25% dividend, while still getting my 2.50.
The dividend payout does not change until the company’s board decides otherwise. If the company has the cash flow to pay 2.50, why would they care if the yield is now 6.25 and not 5%. In the case of KWH, it is now over 13%. , so I understand they would prefer a higher sp, who would not ,but if the price dropped because of interest fears only and only, then should KWH management have anything to fear, and should I ?? Whenever you talk about high yields, I get the impression that stock is a no go zone why ?
Thanks

Q: Re my question about medical mari. companies.

I was hoping for more, for example I own a small position in Nanosphere producers of a patch that seems promissing but this far short of what exist in the market as companies gearing specifically to the MEDICAL market.
Thanks
CDJ

Q: I had to respond to " Asked by Robert on October 17, 2018" His timing on sharing his experience was amazing. Although I have only recently decided I would rather lose our own money as opposed to paying for the pleasure, his remarks sure hit home! To Bob from Bob thanks for making me feel less alone in my painful journey.
Bob

Q: Hi Team,
With 52 week low on these 3 company - WFT(PE/5.7) , CFP (PE/5.8) and IFP (PE/6.4). Time to BUY ? or too risky
on the sector. Your thought please !
Thank you as always,
Tak

Q: What is happening with WEF?

Fundamentals look good, price action not so much!

Thank you,
Matt