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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: Hi there,

For real estate exposure in the US i have held AMT for 10 years at about a 2% position. With the 5G rollout i beleive these tower services will become significantly more profitable as they sell 'extra space on the existing infrastructure. Your thoughts on this theme and if you were going to add would you add to AMT or CCI. AMT has performed better but has a lower yield. As well, CCI had lower earnings last quarter while AMTs earnings have been growing consistently. I am approaching retirement (next 5 years) so i like a decent dividend with a bit of growth. Thanks for all you do!
Read Answer Asked by kelly on January 11, 2019
Q: Hi team,

I had a position in ATVI in the fall and took a loss on it. If I recall on the last Q, it had weaker guidance than expected and was taking a hit from Fortnite hooking a lot of gamers. I have not heard much recent news other than NFLX and SQ each poaching a top executive from ATVI. They were recently replaced internally today. Gee, I am not saying much positive about it. It seems to have recently bottomed around $45 or so on a technical basis and may be breaking out again. I think the gaming market has a lot of growth ahead of it and ATVI is a major player. What are your thoughts at this point on ATVI or would others in the space be a better pick?

Thanks again,
Dave
Read Answer Asked by Dave on January 11, 2019
Q: EMR.us (Emerson Electric, NYSE)
1. Do you see growth in revenue, and ROE ?
2. Is EMR a dividend grower?
3. After the pullbacks after Oct 2018 , is EMR good value?
4. Most financial sites leave PEG as blank. Yahoo Finance (not always reliable) is the only one I saw that reported PEG (at 1.45).
5. I hold EMR in a registered retirement account; it is in a conservative retirement fund. I take massive risks on my other accounts, but on the registered account I am interested in growth, ROE not too far from 20 ; PEG not TOO far from 1.0 --- and feel 2 or 3 the above would be adequate reasons to continue holding EXCEPT IF YOU HAVE BETTER IDEAS.
6. RBC downgraded EMR today; yesterday Credit Swisse upgraded. Analyst ratings are a not deciding factor, but I do look at them notwithstanding the migraines they cause.
7. Is EMR worth keeping or could one do better elsewhere?


Read Answer Asked by Adam on January 10, 2019
Q: Hi there,
Can you please provide your top two picks for someone wanting US exposure in the following areas? Ideally something either oversold or poised to capitalize on circumstances in coming years.

Financial
General healthcare
Bio/pharma
Consumer discretionary
Technology (large cap)
Technology (mid cap)
Miscellaneous (whatever you want)

Goal is growth blended with safety over the next 5+ years
Take whatever credits you need please to justify a thorough answer with a brief comment on each suggestion.
Read Answer Asked by Tim on January 09, 2019
Q: How likely is Mindbody going to receive a sweetened offer from Vista Equity Partners based on your experience?

Is the deal at risk here?

The cash offer represented a 68% premium to the prior trading day’s closing price but the SP was depressed due to recent reduced guidance combined with the fall's downturn. Shares have been trading at or near the purchase price of $36.50.
Read Answer Asked by Dominic on January 08, 2019
Q: Hi fellows,
In the US consumer cyclical sector, would crox be a good buy now in view of the coming spring/summer and is it very sensitive to the Asian markets ? What would be your favorites in the consumer cyclical sector, Canada and USA, for the coming months ?

Have a good year in all regards,

JD
Read Answer Asked by Jacques on January 08, 2019
Q: I've noticed that despite the tech meltdown recently, some have held up quite well such as RPD (Rapid 7). I found this a bit surprising given that the company was smaller than others such as NVDA.

Is the relative strength a positive sign? Are there other notable tech companies with positive relative strength vs peers? Thanks!
Read Answer Asked by Mike on January 08, 2019
Q: I am a 75 year old RIF investor and generally invest conservatively in dividend paying companies, but I do like to allot a portion of the investment to something that might fly.

I have previously owned GC and TSGI, but sold both at a loss and bought LVS, which at least pays a dividend. It too, has been a loser, so I would like to know whether There is more chance of recovery with GC or TSGI than LVS, or whether I should just stay the course.

What are your thoughts?
Read Answer Asked by John on January 08, 2019
Q: Do you know when is Apple next earnings call ? I would like to see some analyst challenge CEO Cook about outrageous pricing that pushes them out of the market. Did he mislead the investor on November first when he said that “business in China was very strong?” If things goes really bad is it possible that the board could remove Cook as CEO before the end of 2019 ?
Read Answer Asked by Martin on January 08, 2019
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