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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: Pho just news released ~40 minutes before closing that they have reached a settlement for their patent litigation. The news looks very positive to me on a number of fronts (closure, both a 50% reduction in royalty rate and duration, and no more litigation expenses). Do you agree? What do you think of this settlement? Did the market simply not have time to digest the news before close?
Thanks
Read Answer Asked by Scott on March 21, 2017
Q: Hello 5i, could you please rank these companies for my higher risk growth portfolio in terms of risk/return potential?
Thanks
Dave
Read Answer Asked by Dave on March 14, 2017
Q: I own all three. Would like your current opinion as which if any you would add to. Bus has been a top pick lately on bnn. Referred as a minature nfi.Hnl gave market update and sounds encouraging. Your thoughts. Thanks
Read Answer Asked by kenneth on March 06, 2017
Q: I would like to increase my stock weight in technologies. I only currently have a 1,5% in BB and 2,5% in PHO. I have a 5% cash position in my TFSA to invest with a long-term growth (10years+) horizon. What tech company would you recommend for a new position?
Thank you,
Read Answer Asked by Julien on February 28, 2017
Q: Researching some of your Small Caps
Can you put in order what you like to start a new position . Thank you.
Read Answer Asked by Barry on February 24, 2017
Q: I allocate ~5% of my portfolio to speculative holdings. I consider APH, a marijuana stock, to fall under this category and currently hold this. I'm looking to add PHO to this category, as it sounds like a riskier growth stock. In your opinion, would adding a 2% allocation be sensible or would you advocate purchasing more of a full position to reap the full rewards? Would you ever advocate buying 2% positions?
Read Answer Asked by Ryan on February 16, 2017
Q: Been following your site from the beginning. Really enjoying and learning.
Got in SIS at 6 still hanging on
Any other stocks small cap that you see right now low under the radar with some potential. Thanks.
Read Answer Asked by Barry on February 16, 2017
Q: Hi Team, I echo the others to say thanks re: TNC, I have doubled my investment. I will replace with 2 different holdings and would like something of the same risk dynamic. In my small/cap higher risk category, I own PHO and a half position of DBO (down 35%). I also own PLI and LTE. I am up on everything except DBO. You have suggested ITC, which I don't yet own yet, is there another holding that you could suggest that would fit the description of a good quality company with growth potential, although higher risk? Should I add the other half position of DBO? Thanks as always.
Read Answer Asked by Kim on February 15, 2017