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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: To my pleasant surprise, Stone has had a good ‘run’. How would you assess this stock and the other stated small caps for future potential?
Thank you, as always!
Read Answer Asked by Sigrid on August 10, 2020
Q: It appears that a potential US ban on TikTok, and MSFT's pursuit of TikTok, have impacted FSLY's recent share price because TikTok is such a large customer of theirs. Are there other factors driving down its market price at the moment? In light of all these factors do you rate FSLY sell, hold or buy at its current price for a 3-5 year horizon? I am not concerned about diversification or risk exposure in the rest of my portfolio. Thanks.
Read Answer Asked by Ben on August 10, 2020
Q: I have these shares in a tfsa. Do you see any sells in this list and can you please suggest a couple of additions? Thank you.
Read Answer Asked by Lois on August 10, 2020
Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?
Read Answer Asked by Curtis on August 10, 2020
Q: Can you please explain your view on the impact of US aluminum tariffs as they apply to Alcoa and Rio Tinto stocks. If the aluminum distribution south to one of the major users, what precautions might one consider?
Are there ancillary "fallout" repercussions on other stocks that might be a concern going forward?

Thank you as always
Read Answer Asked by Peter on August 10, 2020
Q: Hello Peter,
If you wanted to beef up the income portion of your portfolio and liked the idea of a couple of industrial REITs, in each of the US and Canada, (partly on the assumption of 'fulfillment' in this new world of online ordering), which four would top your list - assuming you're hoping for good and/or growing yields. Thank you!
Read Answer Asked by James on August 10, 2020
Q: I read your last comment on QST’s qtr. Despite the large loss, cash did not fall at all. Was this simply due to asset write offs (non cash)? Also do you know how much the company benefited from the US PPP or Canada’s wags subsidy? I’m just try to find out how the company was able to burn through effectively no cash through an aweful qtr and just wondering if it is sustainable or reasonable to assume that going forward? Thanks
Read Answer Asked by Scott on August 10, 2020
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