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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: I was looking to take a position in BB, but I noticed that they have a convertible debenture paying 3.5% and convertible until 2020 at a price of $ 10, I think that this might be a better way to play it, what do you think?.I notice that there is nothing on the ask side, why is that, is it that thinly traded.
Thanks
Read Answer Asked by auftar on January 16, 2017
Q: Since many of the ETFs have a very low market cap and are thinly traded, is there usually a market maker for each fund or is the investor at the mercy of a possibly large spread in the bid/ask making it difficult to exit large positions? If there is some bad news that affects a sector ETF, the door could be too narrow for all the investors wanting out.

Thanks in advance ...... Larry
Read Answer Asked by larry on January 16, 2017
Q: Hello Peter and Team,
This is more of an observation than a question concerning companies that own great metrics and show excellent results, but get little volume or shareholder appreciation. I picked up ITC ( Intrynsic Technologies) just previous to you including it in your own portfolio, and have seen nothing but SP deterioration since. This, in spite of a very good last quarterly, and also the anticipation of strong upcoming growth in 2017. The word on the boards is that the company does little to promote itself to the investment community and is basically flying way below the radar. Another example is SYZ ( Sylogist); I am very interested in taking a position in SYZ, but despite its posting of a remarkable fiscal report, ( Revenue up 31%, Adjusted EBITDA up 53%) there has been very little, to no volume since. Volume of 600 as of noon today. There was substantial appreciation in the share price over the last couple of years, but the stock has been basically going sideways for the last 6 months. In your experience, what is the typical catalyst for SP advancement on these types of illiquid stocks, and do you feel that that these two are still ``in play``?
Thank you kindly,
Rick
Read Answer Asked by Rick on January 16, 2017
Q: Hi, I plan to create a small portfolio by combining both global momentum and global value stock etfs in equal proportion. For the etfs, i plan to use vanguard momentum etf(VMO) and vangurd value factor etf (VVL). My time horizon is 12 years. My aim is to get better result than the bench marks while getting global exposure. Is this a sound strategy? Thanks
Read Answer Asked by Ron on January 16, 2017
Q: I own SJ in a couple of portfolios. I am considering selling but do not want to sell until the stock settles, but thinking long term would it be best to move out of this stock into another stock in the same sector. One of the portfolios is a RESP with the funds being used in the next 3 to 4 years. The other portfolios have a much longer time frame. Your guidance is greatly appreciated.
Read Answer Asked by stephen on January 16, 2017
Q: Is there a way of reviewing the "Member Updates" section -- i.e., the monthly commentary where you make changes in the portfolios, etc.? I'm usually pretty good at keeping those notes, but I didn't for last month, and wanted to review your comments on your portfolio changes. The rationale you provide behind your choices is always of interest. Thanks. (I know what the changes are, just looking at the portfolios, but would want to look at your notes from that time.)
Read Answer Asked by Sylvia on January 16, 2017
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