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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: Good morning,
I am interested in blockchain.
Not, the currency, but the technology behind the concept.
Do you have ideas on small/mid cap companies that are involved in blockchain as a business model?
thanks
rick
Read Answer Asked by Richard on October 22, 2019
Q: I just read Ryan's article on Direct Indexing and ETF's and basically that 0$ trade commissions with brokerage houses impact on this. I have never used a brokerage house and am not a frequent trader. What brokerage house(s) do you recommend?
What are the risks, disadvantages ( if any) compared to using a bank. How do they make their money then?
Regards
Kathy
Read Answer Asked by Kathy on October 22, 2019
Q: A friend of mine who works in Venture Capital recently told me about a small tech fund that was being managed by Damien Leonard, Mark Leonard's son. The crazy part - it's the old PineTree Capital, that terrible mutual fund-like investment product that would buy speculative mining companies and ruin shareholder capital. The Leonard family home office (incl. some of Mark's cash) now owns over 30% of the company. Upon doing some research, it looks like the company is trading at a 25% discount to book value although the new tech investments are not disclosed.

What are your thoughts? Would this be an appropriate 1% position (despite low liquidity) knowing that very few people understand investing in software companies like Mark Leonard, Damien's biggest mentor?

Read Answer Asked by Michael on October 22, 2019
Q: Which of the following bank stocks are most susceptible to a price decrease if a recession was to occur in the near future. Please list as least susceptible to most susceptible. The stocks are RY, BMO, BNS, TD, CM, NA. Thanks … Cal
Read Answer Asked by cal on October 22, 2019
Q: Can I please get your thoughts on AMTD? What percentage of revenues came from trading commissions? Do you think that revenue can be replaced by selling order flows or by other means in the short term (~18 months)?

The company seems to be incredibly profitable and has a large net cash position as well. The recent large drop appears overdone. I am considering purchasing a 4% long term position in a registered account for preferable dividend treatment. Thanks.
Read Answer Asked by Marco on October 22, 2019