Investment Q&A

Q: Which gaming company, between Caesars Entertainmnnet and MGM Resorts, do you think is the stronger of the two and you would prefer going forward?

Q: I am looking for large or mid cap cash rich companies that seem to be punished because the rest of the market is down.

Q: Are there any Canadian and/or American small to mid cap companies in the same field that Score was, that have the potential to do well over the next two to five years. Thanks.

Q: Reading your recent comments on LVS (somewhat expensive), do you have preferred recommendations in the group that may consider the Far East, Las Vegas, digital etc.? Thanks

Q: Casino stocks have taken a beating because of the fear of Chinese Government intervention and renewal of licenses in Macau. Do you think it safe to initiate a position in the above companies? ThNks

Q: Hello 5i Team. I have a moderate risk tolerance and am looking to make a long term contrarian play with up to 10% of my portfolio on a couple of well established names that have been squeezed by COVID, but will ultimately endure (strong balance sheets) and prosper in a post COVID world. I can stomach volatility, but want to stay away from companies that have a higher chance of going to zero. Air Canada has caught my attention and it is well covered in your question bank. I was planning on pulling the trigger on it, but before I do, can I get a risk/reward comparison between it and Southwest Airlines. Between the two, which would you go with? For my second play, I am considering MGM Resorts International and American Express. Can I get your take on these two, and specifically for American Express, whether its business model is more inclined to benefit than the other major credit card companies once a vaccine arrives and travel starts to pick up. I realize that these are two very different businesses, but which would you go with and why?
Thank-you.

Q: Hi- thoughts on this company in this landscape? Is it a good long term hold as we adjust to a new normal? Is it underpriced? It doesn't seem to have much of a covid pullback considering.