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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 Team,
I was contemplating buying either TTD, ROKU, or perhaps both. I understand both of these are a play on online advertising, which is no doubt set to be long term trend as more and more of the world gets online. Which do you prefer of these 2 names? And are they too expensive to buy at these levels? Any concerns with either of them at this point? My other part of this question will also be: I already own FB. Given that most if its revenue comes from social media advertising, and they are doing great at what they are doing, is there any reason to buy the other 2 names mentioned for exposure to the future of online advertising? Other than simply diversification? Thanks
Shane.
Read Answer Asked by Shane on December 09, 2019
Q: A bit of info re: Alex's question about selling Canadian gold coins. Current 1 oz coins are .9999 percent gold and the banks will buy them. The coin will marked with its purity. Older coins were minted to only .999 percent purity and some banks (at least TD) will not accept them. Those need to be sold at a "cash for gold" place, in which case, definitely shop around for pricing.
Read Answer Asked by David on December 09, 2019
Q: I'm interested in researching US financial institutions for new investment ideas. Could you provide me with a shortlist of 4 to 5 US companies (e.g., chartered banks and any other financial institutions) that I might consider. Many thanks.
Read Answer Asked by RANDALL on December 09, 2019
Q: I am trying to quantify the new political risk owning this name. With the transaction for GBT being in Brazilian Reals I expect most of its revenue is in Brazil, however your report mentions Argentina and Chile as potentially unstable and there is a total of 10 Latin countries it operates in.
Can you break down the revenue sources for GBT by country please?
Read Answer Asked by Jeff on December 09, 2019
Q: Hello Peter and Team,

Cloudera just had another earnings beat quarter. Do you think that this may be a good buying opportunity, now that the buyout of Hortonworks appears to be integrated and the chart is starting to move in the right direction? Relative to other cloud companies, doesn't it seem inexpensive?

Thanks.

Brad
Read Answer Asked by Bradley on December 09, 2019
Q: Good Afternoon,
Any thoughts on the pros and cons of owning a physical Gold Trust (PHYS) to hold in your brokerage account or actual gold bars stored in a secure vault somewhere? I suppose the obvious would be you can easily see and track the PHYS daily in your account and provide instant liquidity if one chooses to sell. I know you have to be careful with some Gold ETf's and products out there that don't really have the gold to back the paper but that is not the case for PHYS. Do you see any benefit in purchasing actual gold bars? Insurance & storage costs, illiquid and not easy access would be strikes against holding the physical metal.
Any thoughts on this?
Thank-you
Read Answer Asked by Chris on December 09, 2019
Q: I am reviewing all portfolios and have an investment in each of these. Please provide your thoughts on each company going forward... Thanks!
Read Answer Asked by Bruce on December 09, 2019
Q: I have quite a bit of money to invest but I am in no hurry, maybe even in January as there are a lot of problems in the world just now.
impeachment, British Vote,,Brexit, Trumps antics, upset world
What are your thoughts or suggestions

Ernie
Read Answer Asked by Ernest on December 09, 2019
Q: Good Morning:
In a well diversified portfolio I have above "growth" stocks at 1.5-2.5% weighting in my TFSA. They've all performed the same either slightly down or flat and was wondering if you would add to, hold or sell any of these for long term hold.
Thanks For any advice.
Read Answer Asked by Craig on December 09, 2019