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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,

I have two questions:

1) What is your opinion on buying Alibaba and Baidu stock?
2) Do you have any US stock recommendations to hold for 5 years?

Thank you,
Lai
Read Answer Asked by Lai Kuen on February 23, 2017
Q: i own che.un(-1%),csh.un(+2%),dir.un(-13%),drg.un(-7%),fcd.un(+29%),hot.un(+2%),nvu.un(-20%),and rbn.un(-7%) which represents 30% of my stock portfolio ranging from 7k to 30k per position.I need the income flow but some of these haven't performed too well over the years, am i overweight this type of security? Is there any you would get rid of or just hold these? Thank you as always for your great service...
Read Answer Asked by adam on February 23, 2017
Q: I recently purchased shares in Ergoresearch a microcap healthcare technology company. What I like about the stock was its value and growth potential. The Company is the late stages of turnaround and in last reported quarter it had good profit and generated lots of cash. The company has paid down almost all of its debt and has over $8 million in cash on hand. Also the Company has been buying back their own stock and insiders own almost 50% of the company. In its outlook Management suggested that revenues should begin to grow again. What are your thoughts?
Read Answer Asked by Charles on February 23, 2017
Q: I know you sold your crystal ball but I would like your opinion
on the possibility of the Bir.pr.a being called this sept. I own quite a few at a much lower price and since it is selling over the 25.00 I may decide to sell if it is to be called.
FYI terms of reset are 5yr boc plus 6.83%
today share price 25.71
thanks
Read Answer Asked by Leon on February 23, 2017
Q: How do you decide when a stock is over-priced? SHOP is trading at some dizzying heights and I am wondering how one decides when it may be fully valued. In the past, for example, you have noted that you have a hard time deciding if Amazon is a worthwhile investment or not due to its stock price.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 23, 2017
Q: I'm looking for a recommendation on a REIT (I have no exposure currently). In light of the interest rate outlook, do you expect these investments to be hit materially as rates rise. What about BEI.... it has been beaten up due to the Alberta exposure. Would this be an opportune time? Appreciate your thoughts and this service. Jim.
Read Answer Asked by Jim on February 23, 2017
Q: I have heard that the recent downturn in price has been due to the "Amazon effect". To which REI has decided to build apartments in some of their properties they acquired to develop malls. Considering that REI.un team is a smart group, it is reasonable to assume that they will succeed in this plan ?, maybe they will have a mishap in their first project (due to inexperience) , but in the long term they will create a stronger company. Then, when is the best time to buy their units ??
Read Answer Asked by Alejandro (Alex) on February 23, 2017
Q: Hi Guys,

How worried will the market be when or "if" Warren Buffet steps away from the company. Will the stock be hit hard? Should I move my funds from BRK.B to either QQQ or SPY. How would you rank the 3 of them.

thanks,

Jim
Read Answer Asked by jim on February 23, 2017
Q: Recently SVI had been buying assets of Access Storage(owned by executives of SVI)its biggest shareholder.On morning of Feb 21,Access Storage bought 15m shs of SVI @ $1.50 from 3 vendors as per share purchase agreement to increase its ownership to 37.4%.The previous business day,Jan 17,it closed @ $1.69 & on jan 21 @ $1.70,& today @ $1.63. Should I(own a small portion)be concerned.Appreciate u normal great views & services.
Read Answer Asked by Peter on February 23, 2017
Q: Hi 5i team. The bulk of our savings is managed professionally and is balanced and diversified (I hope).My spouse and I manage our own TFSA. We would like the TFSAs to have a high growth potential. Currently my porfolio has 15% cash, 8.14% BAD, 5.82% CGX, 4.52% DRT, 4.89% INP, 6.92% GUD, 4.41% MDA, 5.18% NXPI, 17.53% PPL, 7.14% TC and 18.66% BYD
My husband has 24.35% cash, 9.24% ALA, 6.76% CXI, 20.54% CSU, 8.88% GSY, 18.78% KXS and 10.97% WCN.
We would like to have a balanced asset allocation and still keep it high growth.
Please suggest what we should keep, sell and any buy recommendations.
Please deduct as many credits as appropriate.

Also, could you advise how often I should check on my porfolio and rebalance it?
Read Answer Asked by Teresa on February 23, 2017
Q: Follow the money. The company has been aggressively buying back shares during the past 12 months. Then there is very large insider selling by the the CEO followed by earnings that were poor and the share price is well below where most of the share repurchases occurred. If the company knew they were in a transition year (stated in their q release) and earnings were going to slow or falter should they have been buying shares back at 9-11 bucks? Or waiting till after this weak quarter to buy back shares at much better prices. Looks to me like the CEO is taking care of himself and not acting in our best interest. Your thoughts?
Read Answer Asked by Joel on February 23, 2017
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