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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: What might be your top 5 picks in the SAAS area?
Read Answer Asked by Brad on February 03, 2020
Q: Own a bunch of the 5i favourites outside of the above. Building up cash to deploy in a TFSA. Thoughts on these for the long run and buying today? I like the CDN names as you have reports on them and it give a bit more confidence in the name. I do own KXS and was wondering if there is overlap with DSG?
Read Answer Asked by Sal on February 03, 2020
Q: I own the above stocks and under water. Do I hold or go sell at a loss for possible gains in a better us co. If so, what would you recommend.

Thanks
Read Answer Asked by Donna on January 31, 2020
Q: Re: "Baby Brother Strategy"
I read PH's FP article of 06/20/19 as it echoed my own thoughts about AT (though I do not pretend to possess the same analytical tools).
Could you elaborate further on that idea? I was also wondering if you can speak to programmatic advertising and if AT has any competitive advantages or moats or is it simply going head to head with TTD and others? Thank you.
Read Answer Asked by Calvin on January 31, 2020
Q: Hi. I currently own the following US stocks in a non-registered account: CCI, DIS, MSFT, MCD and V. Would you please recommend at least six other US growth stocks that pay a dividend in order of preference. Thanks!!
Read Answer Asked by Dona on January 30, 2020
Q: What are your thoughts about Facebook going forward? Worth holding or are there better growth stocks out there? If better growth stocks please name a few you would prefer. Risk level not a factor.

I would like to see dollar value change in portfolios in portfolio analytics rather then just percentage if you are considering making changes.

Thanks
Read Answer Asked by Christopher on January 30, 2020
Q: Hello,
From my observed reduction of the availability of family doctors, and subsequent basic health care, for some/many? segments of the Canadian population I see the emergence of different schemes of virtual, remote, telephone, etc services. Outside of the public funded/regulated scope this appears to be a fragmented industry ripe for some form of consolidation. Are you aware of any blue chip type companies making any moves either in Canada or elsewhere to fill this growing gap?

Thank you for your always refreshing feedback.
Read Answer Asked by Delbert on January 30, 2020
Q: I have both MPC and VLO. I understand that VLO is purely a refiner and not hostage to world oil prices, but MPC does have some exploration and production assets.
1. Is my understanding correct?
2. If yes, to what extent are MPC’s earnings and cash flow DEPENDANT on oil prices? I am trying to assess the extent to which MPC’s prospects are completely out of MPC’s control.
3. Are dividends well covered?
4. Is interest coverage adequate?
5. Based on your view of each of these company’s prospects going forward, is each of these companies worth holding?
6. You previously (Maureen December 9) you identified MPC as a beneficiary of the new rule requiring ships to use more refined oil. Is VLO also a beneficiary?
Read Answer Asked by Adam on January 30, 2020
Q: Hello,
I have a full position of Disney in my investement account..I am down about 10% I had bought this for the long term..but I am wondering if I should sell it for a capital loss and perhaps come back later. Or should I wait for results..Can you tell me when they report..I was also thinking that the Coronavirus wouldn't go too well for disney but disney ++ will be good...Thanks.

Shyam
Read Answer Asked by Shyam on January 30, 2020
Q: What ratios do you rely on to assess whether a US REIT is fairly valued. Please give some heuristics that you have found generally reliable. I am looking for at least some specificity, for example:
Price to FCF should be less than .....
Price to BITDA should be less than .....
Debt should be .....
Interest cover should be ............
and so on (please do add, thanks)

Read Answer Asked by Adam on January 29, 2020
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