Investment Q&A

Q: I am trying to get a better understanding of the cash postion for Tesla. I have read, heard people state that Tesla should buy back stock, I have heard people say that they have lots of money. Looking at the balance sheet, the cash position is exactly what I hear people state. They have $26B in cash (plus about $2.5B in receivables); however, when I look at their current liabilities, it is about $26B. Am I wrong to think that their net cash position is position pretty close to 0 (plus the $2.5B in receivables). And if we consider that their cash position has not been growing in leaps and bounds, they do not really have very much cash as their current cash position would be required to pay their current liabilities. Is my logic correct (if not can you add a little explanation as to why not)? Thanks.

Q: Hi 5i!

Can you comment on Pinterest earnings and outlook for the stock?

Im holding since 2021, would add to a position in the next months?

Many thanks,

Frank

Q: This excellent question was answered by your team on oct 30 th.
"I'm wondering if you could suggest 20 Canadian stocks, with a minimum yield of 3.5%, that you would purchase NOW. This list could include ETFs."
I shall ask a similar question but for only 12 US stocks or ETFs in my TFSA ,the goal being safety+ dividends + some growth ,many thanks

Q: Hello, I need to add to the healthcare sector. Is this a good time to buy? Could you please provide 5 names and rate them in order of preference and why? U.S. OR Canadian? Thank you.

Q: Do you consider these companies a buy and if so at what price point would you purchase them?

Q: Blackstone reported earnings last week. What's your assessment and how will the results impact your opinion of the stock going forward. You've liked it in the past and recommended it as a buy, any change? Thanks.

Q: Your thoughts on a switch from J&J to Organon in my RRSP. Income is main objective

Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks

Q: Can I have your opinion on ENPH's earnings? How does it look for a potential investment?

Thanks,
Joel

Q: Hi 5i,
Thanks for the great work. Darling Ingredients has been a portfolio disappointment for me. Would you see it ad a hold or sell today?
Thank you!

Q: Hello. I am thinking of entering into a position in Costco.
Thoughts on this as an entry point and how does it compare with the prospects of the industry as a whole?

Q: Could we have your opinion on NRDT.US as a viable holding.

Thanks

Thomas

Q: Kinsale is down close to 20% after reported. Beside profit taking, do you see any other raison? Do you agree Kinsale is a proxy for Trisura?

Thanks

Q: The IV on this stock is unreal. Its possible to do a short $70 put and $165 call for a profit of $15 if the price remains within those 2 strikes by November 24.

Obviously there are some major risks happening with the company. Do they have any clinical results or anything similar to that happening in the next 3-4 weeks that would cause such a high IV, to your knowlege?

Sheldon

Q: Please rank these companies, or suggest alternatives, as investment opportunities in the build out of the electric grid to accommodate changes in energy delivery - based on their current stock valuations.

Q: IBM pays a nice dividend that has shown good growth over the past 5 years (the last 3 years, not so much). How would you rank it for both income and equity growth going forward? It seems that at one time is was the leader in AI and now it does not seem to get mentioned in that vein.

Appreciate your insight.

Paul F.

Q: Is Ford a buy, sell or hold?

Q: Would appreciate your comments on the 3rd quarter 2023 financial results for WCN, Waste Connection Inc. The drop in the stock value would seem to indicate
that the market was disappointed. Is it still worth holding or has the outlook changed?
Thank you for your information.

Q: Hi,

I hold CWW and have decided I'd like to instead concentrate my "water" holdings on two stocks: AWK and XYL. Are there any obvious red flags with these two companies? I know there is no comparison between and ETF and individual stocks.

Thank you. Michael

Q: Hello. Can I please have your top Cdn or U.S. energy stock choices. Could you please compare them and advise if you have a preference or rank them accordingly with an explanation for a 3 week hold. Thank you.