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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: Am I correct in being a bit nervous about the tech sector getting ahead of itself? I own the above stocks in tech. I have trimmed SHOP from about 12% down to 7%, and I own about 6% in the others, (all with good gains). So - still about 25% tech. I've thought of selling all tech and sitting on the sidelines for a few months, or, just making a trim to reflect a balance. How would you suggest I proceed to further? Thanks, as always.
Read Answer Asked by Kim on January 25, 2018
Q: Sales increase, price per ton increasing, but EBITDA not so much. What is your long term view on frac sands companies. Deepwater and oil sands are not where I want to be.
I am a patient holder of a small company (SNS) that is working on efficiencies. Should I hold?
Read Answer Asked by David on January 25, 2018
Q: Auto Industry
Supposedly a good time to invest in the auto industry is when the economy is coming out of recession and interest rates are low: at time when people haven't been buying cars, but soon will. (Which sounds like where we are now, right ??)

But a lot of financial commentators are saying that it is "too late in the cycle" to invest in autos. Is there in fact a "cycle" or is this phrasing just another way of saying "car sales are slow right now" ?

When do you think auto sales will pick up ?
Read Answer Asked by Don on January 25, 2018
Q: I have a question about Gold. Specifically I would understand gold to a be good risk hedge against rising interest rates. Looking to take a position in one or more gold companies with some potential for growth....any suggestions would be appreciated. Maybe a couple higher risk small caps and also some big players....Gold Corp seems like they are doing well recently.
Read Answer Asked by Chris on January 25, 2018
Q: Thanks for your recent reply -- but I think my question was misunderstood.

While I thank you for the recommendations on SQ, CGNX and ALGN, they are all in the Technology sector, which is something I would like to move away from at this time.

Even if I retain a 5% position in Netflix, Nvda and Shopify, that would bring me to a 15% in my portfolio, which I think 5I suggests should be a good enough weighting at this time.

Could you please provide a few names, with good growth, outside of tech? Your favourites?

Please deduct as many points as is required -- as I've got lots in store. : ) Sorry for being such a pest, but I suppose my first question was misunderstood?

Thank you!
Read Answer Asked by Sylvia on January 25, 2018
Q: My TFSA Account is primarily made up of the stocks indicated above. In 2017, my net performance was around 2.8%. Would you provide suggestions for a growth stock with reasonable valuations that might help boost performance in 2018 and advise on a reasonable price for point of entry? Also, are there stocks that I hold that you view as a trade at this point with the goal of achieving a reasonable return with moderate risk?
Read Answer Asked by Rossana on January 25, 2018
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