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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 owned Illumina about 18 months, I bought for the long term, safe holding, but since last earnings, it's been a terrible performer. It makes 3% of my total holdings and I'm now back to even on my investment.

I really like ILMN for its price history and growth of revenue, EPS, stock price, equity as well as great management. Honestly, I wanted to increase my position to 5% but with this terrible momentum I'm wondering if I should exit (in whole or in part) and wait for the price to settle.

Your thoughts on ILMN long term outlook please and if I should sit and stay, get i further in or out?
Read Answer Asked by Cameron on September 04, 2019
Q: I recently came back from a vacation in the US and thought it might be a good time to make an initial investment in the diabetes space.
Given the extensive research that you do can you recommend two or three top ideas for currently investing in this space for a medium to higher risk investor. I know you do not specialize in non-Canadian equities but country does not matter.
Thanks for all you do!!!
Read Answer Asked by Thomas on September 04, 2019
Q: Hey,
What do you know about (dates, price etc) and what are your thoughts on the Peloton ipo?

Thanks
Read Answer Asked by david on September 03, 2019
Q: I'm interested in 2 lo-volatility stocks, with some dividend and some momentum for a minimum of 2 years. Most of these REITs mentioned have lots of hold recommendations, but very few buys despite their recent outperformance?? Are they overbought? Can you pick 1 or 2 US REITS for me and 2 CDN reits as well?
Read Answer Asked by Graeme on August 30, 2019
Q: Am thinking of selling JNJ due to ongoing legal issues and replacing with either CVS or RTN. I have other health care exposure with ABT and BMY but nothing in defence sector. Thoughts?
Read Answer Asked by Kelly on August 29, 2019
Q: Hi team,
Your thoughts pls. on: AnywhereCommerce Files Patent Infringement Lawsuit Against Square

The lawsuit, filed in the California federal court (case number 3:19-cv-04311) on July 26, 2019, asserts the unauthorized use of patented technologies, which is prohibited by law, and is intended to protect AnywhereCommerce's significant investment in its innovative mPOS technology which is regarded and recognized as the de facto patent family relating to a variety of payment card reading apparatuses tethered to a smartphone or tablet.

The complaint asserts that Square has knowingly infringed these patents for years despite previously acknowledging the priority of these patents in various filings before the United States Patent Office and continues to willfully infringe these patents today. Among the patents at issue is U.S. Patent No. 8,281,998, issued on October 9, 2012, which is ironically cited as prior art in a patent later issued to Square founder Jack Dorsey.

Per Oliver Griffin, lead counsel for Kutak Rock representing AnywhereCommerce, "Square simply took that same technology for itself, becoming one of the largest and most famous companies in the world by falsely holding itself out as the originator of technology allowing the use of smartphones and tablets to accept credit card payments."

AnywhereCommerce approached Square in January in the hope that Square, "given all of its market share and business success, it might find it appropriate to compensate AnywhereCommerce for the use of AnywhereCommerce's technology on which Square's business was largely built."

Knowing about this lawsuit, do you think prudent to add to a position?
Thx!


Read Answer Asked by Silvia on August 29, 2019
Q: I've been shopping at Costco for 20 years but never bought the stock, stupid me. Watching the news and seeing they have opened a store in China and the huge demand there. It appears Costco may have a long runway for growth in China and Internationally. With the run up in price lately, would you start a position now?
Read Answer Asked by Dennis on August 29, 2019
Q: This year I have been watching Jim Cramer on CNBC/Mad Money and doing very well with his recommendations. Can you give m your thoughts on these 2 as well as ENPH?

Thanks as always for your Fantastic Service! Austin
Read Answer Asked by Austin on August 29, 2019
Q: Hello,
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.

Shyam
Read Answer Asked by Shyam on August 29, 2019
Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?
Read Answer Asked by Tim on August 29, 2019
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