skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: ..what is your view on interest rates....with trade wars and the next presidential election now fully in sight, all the good news seems baked into markets. would you raise fixed income and/or utility allocations. what about moving into longer term bonds....thanks as always.
Read Answer Asked by Curtis on November 15, 2018
Q: I am missing something with Savaria
Where is the big miss in the quarter. is it not expected with the acquisition of Garaventa, that the EBITDA would be affected. there 9 month numbers are up substantially, With the sell off today would you be a buyer now?
With Crius the sell seems warranted as they continue to disappoint. Are you willing to hold?
Read Answer Asked by fwb181 on November 15, 2018
Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios

We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?

Cheers
Jerry and Debbie
Read Answer Asked by Jerry on November 15, 2018
Q: HI Peter
The numbers for the quarter were good from revenue but not profit, but the longer term numbers were good. Also, i would think for an emerging company, the revenues should be the focus, but I am assuming the market will bring it down like the rest of the cannibis stocks. What do you think of the numbers and do you think Canntrust looks good in comparison to others? Thanks
Read Answer Asked by umedali on November 15, 2018
Q: A large part of my US holdings is SPY which I like for its broad market exposure and liquidity. While SPY is in my non-registered account, in my registered account I hold HDV for the higher dividend and to shield the dividend from withholding taxes. Does this strategy make sense? I ask because I am trying to reduce my total number of holdings and would like to consolidate wherever there is any overlap. Right now my annual tax rate is close to $0 and I won’t really be needing to draw any dividend income for at least another 5-10 years. Does consolidating these two into one make sense and if so which would you prefer?
Read Answer Asked by Steven on November 15, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!