Investment Q&A

Q: I am thinking of putting a substantial portion of my portfolio in the MAGA stocks Microsoft, Amazon, Google and Apple + Facebook. I understand that this will not be diversified as probably most would like to be but these stocks have performed incredibly over the past 10-20 years and I don't see much changing in the future. Any thoughts on this strategy other than lack of diversification.

Q: I have a question about 89261 I own a little of AND and has done well thus far, but today announced the selling of shares by the employee trust and the it is up 4-5% today on the news. But I’m confused as to why it’s up, on low volume, but up. What am I missing, can you please give me your thesis . Also , what is your take on the company, is there another stock that you would get in it’s place or is this a good pick,
Thank you

Q: 3 questions
- is MX a good opportunity at this point in its cycle? (give me some thought on the cyclical nature of this company
- What other Brookfield stock should be purchased to go with Bam or should I just stick to the parent company Thanks for your help on this
- Good entry point for BYD or wait a bit so far I have 140 shares @$200 (give me some thoughts on the price appreciation going fwd

Q: Morningstar rates ATZ "Wide" moat, only a handful of Canadian companies are rated as such. How did ATZ build that moat? I missed the boat, but just doing research.

Q: I am considering starting a new position in REAL and wanted to know if you believe now is an appropriate time to initiate given the recent run-up in stock price. My primary concern is growth and I am interested to know whether you feel the stock is fairly valued or over vlaued at current levels. Do you feel the company can continue to grow / increase profits with the current economic backdrop. Thank you.

Q: Hi, folks

What would be 2-3 picks to help diversify this portfolio?

Thanks,
Robert

Q: I would like to initiate a position in the above company, I am little concerned with valuation however. This is for a long term hold, but as always I like to get a cheaper price, am I being too fine, or should I just jump in.

Q: I see you like this company, with good reason. I also see that it spent most of 2019 consolidating and that it is now retracing from an obviously overbought price level. Considering the company's fundamentals; revenue growth, earnings growth, and such other factors as you consider pertinent, at what price levels would you consider entry represented a significantly attractive opportunity. Please include market sentiment in your evaluation by assigning a price bracket to your response. Thank you.

Q: I have over 60% of my portfolio in cash waiting for a significant pull back . Regardless of sectors what is the top 5 stocks both In Canada + US you would buy when and if we have a downturn, Do you think we will see a significant downturn or do you recommend nibbling away on swings. I am a moderate risk investor Thanks in advance for your guidance

Q: Comment on the Rubikloud acquisition svp.

Q: Can you please compare/contrast Nike and Lulu in terms of P/E, growth prospects, and what you think of them?

Thank you very much as always.

Q: Hi guys...any thoughts on some beaten up stocks that could be opportunities for quick gains? can be Canada or U.S. thoughts are welcome...

Q: We’ve moved 60% of our cash position back into stocks which either had at least a B+ from you, or which you spoke highly of. After the selloff on 11 June we’re down overall about 1%. Not too bad but we’re wondering about how solid this portfolio is for more bumps to come. All are for holds of at least 2 years before taking some gains. Question - do you see any red flags before we invest more in these positions? Would you consider reducing any sectors and increasing others? If so, what would you drop and what replacement options would you consider? Presently, no sector exceeds 25% and most positions could be topped up. Previously, we had more dividend income. We are mid-sixties and the pension covers about half of our expenses. Many thanks in advance for your trusted views.
Cash - 40.2%
Telcoms (4.3%) - BCE 2.3%, T 2.0%
Cons Def - COST 2.6%
Energy – ENB 2.7%
Fin Svcs (21.9%) - BNS 3.3%, BAM.A 4.5%, GSY 0.8%, RY 0.8%, SLF 3.0%, V 3.4%, JPM 3.0%, MCO 3.1%
Health - MDT 2.8%
Ind (4%) – CNR 0.9%, RTX 3.1%
Tech (15.1%) - KXS 1.8%, SHOP 1.7%, CRWD 2.2%, DOCU 3.4%, MSFT 3.4%, CRM 2.6%
Util (6.5%) – AQN 1.6%, BEP.UN 2.2%, CU 2.7%

Q: I know this is tough to answer but are there any companies out there you see today that could potentially duplicate the great returns of the SHOP,CSU,NFLX, LULU etc.. either in US or Canada? thank you

Q: I hope you are all well, 5i has become a blessing for us,after big loss in March most of us have recovered from your advice.You have strongly suggested KXS,and some other stocks and they have performed very very well,can not thank you enough.
Is there or are there some stocks and sectors you can recommend (I know they might not be like KXS ).

Q: Please comment on latest developments. Have they actually signed any binding contracts? Is this worth considering as a speculation or an actual investment?
Thanks!

Q: CAN YOU SEE THIS STOCK HITTING THE $3.00 MARK VERY SOON.

Q: What is your opinion of this IPO - is it similar service as Square?

Q: Recently, in response to a question requesting your advice on a number of stocks including the above, you singled out MSFT and CRWD to "buy more". What are other stocks would you recommend to "buy more" at this time?
Thank you for your advice.

Q: I have 8 below US stocks and would like your expert opinion on which stocks are best to hold, sell, or buy more. Does anyone has big DEBTS and how is their management. If you have to sell in which order I should sell. MSFT is about 4% and all others are only 2% of my portfolio.

CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.

Thanks for the great service.