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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: Can you please provide your expert insights into these two companies from investment perspective.
IFRX dropped 90% due to a failed Phase 2 and has roughly more money than its current market cap plus some other drug candidates in the pipeline. Do you think there is potential at the current price?
MYT dropped from more than 2 dollars to 66 cents, with a recent financing at 1.65 cents about two weeks ago. I tried to dig into their quarterly financials, but could not find them. What do you think about it? Where can I find their quarterly financials?
Read Answer Asked by Imtiaz on June 10, 2019
Q: Two sectors I generally avoid like the plague are the auto sector and the airline sector. The former because it is cyclical and the latter because pretty much every one of them has gone broke at some time in their history... But a story came to my attention the other day...Vancouver took delivery of two Nova Buses. On having a little look at the company I found that Toronto has 55 of them and they have a growing presence in North America. As they have the power of Volvo behind them I can see some competition for NFI here. Cities going green would far rather not have the maintenance and eyesore of overhead power lines. I know Nova Bus is a small section of Volvo but when I looked at the parent company I saw a juicy 7.5% yield. Looking at the price history I see a range of $11 to $20 in the past three years slowly trending down since it's $20 high, What does 5I think of Volvo both from a growth point of view and relative to it's peers in the auto industry ? It is late in the auto cycle so I am hesitant here in spite of the juicy dividend.....Thanks for your great service....
Read Answer Asked by Garth on May 23, 2019
Q: 2 questions - please deduct as many points as needed.
Q1 - according to Portfolio Analytics, I need to increase my fixed income allocation by $90k. I own 4% positions in XBB, ZIC & PMO005 and 2.6% in CPD. Would you recommend adding to one of these or would you suggest adding another ETF?
Q2 - I need to add $125k to International exposure. Current international holdings include XAW, XMI & XEC at just over 2%. Should i add to anyone of these or add something else?
Read Answer Asked by Rosemin on May 21, 2019
Q: Hello team,

Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.

I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.

Thank you very much indeed for being the referee here.
Read Answer Asked by Saeed on May 21, 2019
Q: From a "green" standpoint I am considering BYDDF which is a Chinese company partly owned by Warren Buffet. Just wondering what your thoughts are on whether this is a compelling company to invest in.

If not BYDDF, are there other green stocks or ETFs that you feel hold promise. I already have BEP, AQN, INE, TSLA.
Thanks.
Read Answer Asked by Brian on May 16, 2019
Q: Hello

I am aiming to have about 20% of my equity portfolio in international stocks (ie. not US or Canada). I currently own ZDH (4.3%), ZDM (5.06%), ZEQ (1.87%), ZLD (4.19%) and ZEM (4.15%).

Do these ETFs appear reasonable to you? Do you see any need to change/consolidate, or to reduce MERs? The Portfolio Analyzer recommends VIU, XEF, VEE and XEM. Do you think it is worthwhile replacing my ETFs for the recommended versions?

Also, VEE and XEM do not appear to be as tax efficient as ZEM, or am I missing something?

Thank you for this great service!
Read Answer Asked by Dale on May 15, 2019
Q: RWO Global REIT Index...do you see a place in a conservative portfolio ?
Read Answer Asked by Martin on May 14, 2019