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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've learned recently that mRNA-based vaccines require extra cold storage (-70C; dry ice temperature). This will be a logistical challenge if such vaccines are approved. Two-part question:

1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?

2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?

Many thanks! New subscriber this year and very satisfied!
Read Answer Asked by Mark on September 28, 2020
Q: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?
Read Answer Asked by Paul on September 28, 2020
Q: What's your favorite pick for travel, when this COVID finally ends. MAR has future earnings forcast to grow 53% from what i have read, but coming off terrible numbers maybe that isn't so great.
thanks
Read Answer Asked by Gordon on September 28, 2020
Q: With an increase in air filtration and virus filtration for subways, planes and private homes, what companies do you recommend?
Read Answer Asked by James on September 28, 2020
Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,
Read Answer Asked by Peter on September 28, 2020
Q: If a graphene test for covid 19 is developing at UofA and currently preparing to test at the YEG airport do you think there is an opportunity for investment? If so which company?
Read Answer Asked by Lynn on September 25, 2020
Q: What do you think about competition Roku will face from Amazon in particular given especially Amazon's new firestick reveal today? I've done well in Roku (thanks to 5i) and would like to hold it but am worried about the company getting it's lunch eaten by Amazon. I'm interested in hearing your views on this point - the competition from Amazon. Thank you,

Jason
Read Answer Asked by Jason on September 25, 2020
Q: This question stems from your recent comments about US industries and especially J. Because of this, I'm wondering whether I should continue to hold J or sell now and rebuy at a later on. And this also applies to RTX with the position being in a slight loss. Please let me know that your take would be....Thanks....Tom
Read Answer Asked by Tom on September 25, 2020
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