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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: You thoughts on a portfolio rotation from car parts' distributor to car parts manufacturers strategy for 3 years hold. Thinking for selling out of PRTS & AAP moving in to Magna or Linamar.
Do you think that car part's manufacturers will perform better than distributors?
Carparts had a sudden pop in last 6 months may be time for me to cash out but debating about selling out of AAP.
Magna has its presence in the EV trend, would you prefer Magna over Linamar? Why?

Thank you!

Read Answer Asked by Nhung on December 07, 2020
Q: Energy and Travel etc stocks likely to be sold out for Tax loss which are more likely
and good to pickup?
Read Answer Asked by Nizar on December 07, 2020
Q: Hi, I was wondering what's your opinion with the deal between Amazon and Blackberry? Do you think Blackberry IVY could become a essential in the auto industry? This new platform seem to be the missing part for traditionnal OEM to be able to compete with Tesla, and it would be high margins and recurrent sales for multiple year for BB. Maybe also possibilities to expend this business outside auto market ? Do you suggest a buy for a long term perspective?
Read Answer Asked by Yannick on December 07, 2020
Q: Hi,
WELL, together with LSPD, GSY, REAl, VEEV, KL, makes up the core part of my portfolio.
I find when Canadian listed companies seek a listing on the US stock exchange they have much better exposure to a way larger market, which ultimately benefits the stock, provided they execute their plans successfully.
Would you see, WELL, a small company by US standards, benefitting from a listing in the US and do you think that management at WELL might be heading in that direction?

NB" The hypothetical question is from the idea that maybe they can grow in Canada without seeking other markets, but I am skeptical about that.

Thanks,
Read Answer Asked by ilie on December 07, 2020
Q: Hello -
Back in early November you had mentioned that QBTC was trading at about a 24% premium to Bitcoin itself. Since then it looks like Bitcoin is up maybe about 20% and BTC is down approx. 5% (?)...... you can likely can confirm those figures. Part of that is maybe CAD / USD differences. I am assuming that BTC and Bitcoin don't exactly move in lockstep.

Is there a way to figure out how much the day-to-day premium is?
It QBTC a better relative valuation than it was a month ago?

Thanks !
Read Answer Asked by James on December 07, 2020
Q: Hi There,
I am considering adding to my current position of either MG or BNS.
In the event of market pull back, which of these do you believe would be the most stable? The idea is, when there is a market pull back, sell the position and add a more growth oriented name.
Read Answer Asked by Kevin on December 07, 2020
Q: If I were to sell one of these stocks to purchase something growthier, in what order might you suggest? Are any of these potential recovery plays?

Thanks.

Brad
Read Answer Asked by Bradley on December 07, 2020
Q: I was looking at the PLTR income statement... the TTM R&D is massive at $500M (which is great - build that moat), but the selling and admin expenses is $1.2B... that seems extremely high. Why is it so high and is that a worry? Or do you view that as a positive? Not really sure how to interpret those expenses in general.
Read Answer Asked by Max on December 07, 2020
Q: in light of rei.un decision to cut distribution by 33 percent are there any reits in the same space that might now be considering a cut or are there any reits in general that could cut the distribution? thanks Richard
Read Answer Asked by richard on December 07, 2020
Q: I tho't. that these two had announced a 3/2 adjustment/split. Was I having another seniors' moment? Thank for all you do. Bill
Read Answer Asked by Bill on December 07, 2020
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