Investment Q&A

Q: I am wondering about what stocks in the US you would see as cratering upon the announcement of an effective vaccine for covid. I see a significant vaccine breakthrough happening sometime within the next 6 months (or sooner) albeit with its attendant issues such as who gets it first, distribution, quantities, cost, etc but at least step 1 would be having the vaccine. I mean, just consider the gigantic effort being put into vaccine development. In particular, I'm wondering about buying ZOOM which now has a P/E in the 600 to 700(!) plus range depending on where you look. CNBC lists Zoom's peers among others as TEAM and DOCU which I already have full positions in. These all look wonderful to me now in a heavily covid world, but are they set up for a huge decline upon a significant vaccine announcement? Thank you.

Q: Thoughts on GNSS:US?

Q: Given your answer a month ago
"We would prefer WFT today. HDI is small, but is expected to show good earnings growth. The balance sheet is a bit stretched but with good cash flow growth this becomes less of a problem. The stock is acting well and there has been some insider buying. It is very cheap on valuation if its growth expectations come through. It is not likely too late."
Has anything changed, Looking into the future do you see this sector as a hold or should I take my profit.

Q: What do you think about today's news release ? Will this be OK for Ballard Power long term ? The stock is down today after the news release.

Q: Gentlemen:
Would you still favour PHYS as opposed to MNT to hold gold bullion.? Which one is more cost effective and liquid.

Q: Every year I look for a beaten down company - out of favor this year but with an intact business likely to do well in future years. What should we be keeping our eyes on?

John

Q: I work in tech and for that reason I had told myself no need to add further exposure to tech by holding tech stocks. Now I kind of regret that strategy. I wonder what percentage of exposure to tech In my portfolio is sensible? Is it too late to enter? Do you think tech stocks are in a bubble? Can you suggest some names (ETFs/stocks) in canada and US that would be good choices if we decided to add some exposure to tech?

Q: 5i, thank you again for all the great advice! I saw someone asking a question about these bond / high interest ETFs earlier today. Do you have other suggestions for bond / high interest ETFs? I have a longer investment horizon, but currently are 40% equity and 60% cash. I want to put some of this cash to work in a relatively safer manner.

Q: Good morning, thoughts on the new ETF HCAL that uses 25% leverage on Canadian bank stocks.
Will this ETF suffer similar long term erosion like the double and triple levered ETF'S?

Q: MDF Commerce has gotten a bit of attention lately, I wonder if you have any new thoughts or might go back to covering it, I noticed you dropped it in 2018

Q: I have held this company for 4 years. It pays a good dividend and in earlier years it paid special dividends once a year. The share price has dropped 30% since acquisition. Given its growth prospects, do you think it should be sold? If so what would you buy in its place?

Q: Ther has been a big drop in Regi in the last few days. No information could be found for the drop. Do you have any news

Thanks
Thomas

Q: Hello %i and Thank you for your great service.
Is there anything you can tell me about the decline in Vertex Pharma to-day. It is down 20%. Would you consider this a good entry point??
Thank you
Steve

Q: I have been getting calls from a company with the name Flameback Capital, they offer free research and suggestion. They are usually on the aggressive side promoting IPO'S. Do you know of this company? Is it one of those that try to scam investors?


Thanks

Q: Could you please provide your take on pending antitrust legislation in the US against big tech, especially Amazon. I own both SHOP and LSPD and am wondering about adding. My dilemma is I’m unsure if the legislation would be negative as all tech gets sideswiped or positive as it would impair Amazon’s competitive advantage, thus opening the door for improved growth for smaller tech companies. Your guidance is greatly appreciated.

Q: May I get your overall impression of the newly launched Invesco NASDAQ Next Gen 100 ETF (QQQJ)? Is it wise to let it grow larger before considering a position? Could it be viewed as an advantageous alternative or complement to IWO for US small/mid cap exposure?

Q: Do you have an opinion on this upcoming Food Company.

Q: For a balanced portfolio with the next 3-5 years in mind, what are your suggested weightings in preferreds, utilities and high yield bonds. Given low interest rates preferreds in particular seem like a place investors will go to seek higher yields with some opportunity for growth.

Q: Your thought on the LOOP short seller report ? I am wondering how such a small and unproven technology have managed to get listed on NASDAQ.
Thanks ! Martin

Q: Earlier this year I bought some shares in Boralex which has done very well for me so far. I am thinking now might be a good time to invest further in green energy companies and was hoping you might be able to point me in the right direction. Should I buy more Boralex? Or are there other companies that I should be buying now? Thanks!