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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: I'm in the process of putting together a list of mid range oil and gas producers that might benefit from a change in government policy following the upcoming election. Any thoughts on my thesis, and what mid range producers might you recommend?
Read Answer Asked by John on October 21, 2019
Q: I am looking to add a little to some positions the criteria is :
1. capital preservation
2. dividend safety
WIR.UN, ENB, IPL, ZWE, BEP.UN, CHW, PIF, SPB SYZ, HEP, AD, SIS, NVU.UN, HOT.UN

please order the above and if you could give some reasons that would be helpful.ThanksYossi
Read Answer Asked by JOSEPH on October 21, 2019
Q: I understand that Softbank's WeWork troubles might require it to unload some of its Guardant Health stake, but: shouldn't this be priced-in (to Guardant's share price) by now? Or are the details of Softbank's response to WeWork so all-over-the-place that nobody can guesstimate the collateral damage? Or has Guardant's decline put it in an end-of-year tax-loss vortext, such that it doesn't matter, now, what Softbank does?
Read Answer Asked by John on October 21, 2019
Q: I own all three of these Brookfield companies BAM.A, BIP, and BEP at 1.23%, 0.86% and 1.08% weightings respectively (total 3.18%). I am a long term growth investor. From previous questions, I think it's okay to own all three correct and there is not much overlap. If I were to maintain a 4-5% weighting total in these companies, how would you weight each for maximum capital appreciation? Thanks!
Read Answer Asked by Keith on October 21, 2019
Q: Happy Monday.. I just wanted to thank you for advising us to be cautious on the marijuana sector for the past two years. I know you took some heat as they were going up for not recommending the stocks in the sector but it really looks like the party is over now with HEXO, TRST, TGOD and all the other problem companies. It is hard to believe that after the investment banker frenzy some companies are having a hard time now financing growth. Anyway, thank you.
Read Answer Asked by Aaron on October 21, 2019
Q: Hi,
I've owned ONEX in the past but currently don't have any exposure to private equity and I'm looking to get back into this space. Should an average long term growth investor have some exposure to this asset class? Looking to make PE 3-5% of my total portfolio. Can you rank the mentioned stocks from best to worst and which ones are best for long term growth and capital appreciation. Any other suggestions or advice would be welcome. Thanks!
Read Answer Asked by Keith on October 21, 2019
Q: Wondering if you have any info/thoughts on the lawsuits (current and future) re BA and the Max issue. Specifically, I anticipate that the airlines which fly the Max will be suing Boeing for lost revenue/extra costs as they compensate for not having the Max fleet in the air (more lawsuits once the return to service date is determined (if returned to service). I read more and more airlines are planning to not use the Max until Jan/Feb 2020 pending FAA approval. Still considerable uncertainty. Essentially a question on the impact of future lawsuits from major airlines.
Read Answer Asked by Bob on October 21, 2019