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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: Good Morning
Where does TEAM fit in after the Salesforce buyout of Slack? Are they now competitors along with Microsoft or are their offerings different and possibly a takeover target themselves?
Thank you
Read Answer Asked by Marty on December 03, 2020
Q: I am looking for a safe haven for cash. ZTL bond ETF appears to do well in a market downturn. Your opinion on it, and any other suggestions?
Read Answer Asked by James on December 03, 2020
Q: Which companies (CAN/ US) and/or ETFs would you recommend to buy today for the best exposure to AI? This would be for an 80 year old investor who wants to allocate 8% of his portfolio to AI.
Thank you for your guidance.
Read Answer Asked by Yvonne on December 03, 2020
Q: Hope all is well! Can you please walk me through the PSTH SPAC? From my understanding, units were originally sold at $20 and each unit consists of one share of common stock and a warrant for one-ninth of a share. With PSTH now at $25.40, if the market hates their proposed deal can you walk me through downside scenarios?
If shareholders vote down the eventual deal or there is no deal before deadline can you redeem for $20 and have a max loss of $5.40?
Is it correct to assume that the only way to lose more than $5.40 would be if the market doesn’t like the deal, shareholders still approve the deal ($20 floor goes away) and then the stock drifts lower on the back of company prospects?
I am interested because of Ackman involvement and the high implied vol on the shares in the options market. I am considering various bullish strategies (selling puts, risk reversals and covered calls) but just trying to develop a clear understanding of downside risks if the market hates their deal, shareholders vote down the deal or no deal happens.
I see the $23 strike warrants trading for around $9.20 with an 07/24/2025 expiration date, do only original unitholders get warrants or will unitholders that buy today and hold through a deal get a warrant for every 9 shares?
Thanks for your guidance!
Read Answer Asked by Angus on December 03, 2020
Q: I am considering harvesting a current loss in QSR and reinvesting the proceeds in PBH. For a long term investor, which company do you think will offer the better overall return ( dividend plus assumed capital growth) over time and please explain why. Many thanks

al
Read Answer Asked by alex on December 03, 2020
Q: My wife and I both have DC pension plans with our respective employers (with company matching), and generally buy into low-cost index funds that are available to us.

We each also have LIRAs (with pension funds from our previous employers), and for these buckets of funds we would like to buy mutual funds to benefit from good quality active management. MAW150 and DYN245 are two funds that have jumped out to us - if we were to buy these two funds alone, would a 50/50 split in each of our LIRAs be reasonable, in terms of diversification (both sector and geographic allocation)? We would be looking to buy and hold for a long period of time (~20 years).
Read Answer Asked by Keith on December 03, 2020
Q: What are your thoughts on Pacific Gas & Electric now that it has exited bankruptcy after the wildfires caused by their equipment?
I see a new CEO, new board and was interested to see that it is now David Tepper's largest position at Appaloosa, Dan Loeb's largest position at Third Point and Baupost just made it a top ten position. Is this a good rebound play as California's largest utility? Thanks
Read Answer Asked by Angus on December 03, 2020
Q: I submitted a question on this company, previously known as CB2 Insights (ticker: CBII), but not sure if it’s still in the queue or got missed. Sending it again just in case.

What are your thoughts on their recent earnings report and overall outlook?

Their primary business currently is providing subscription healthcare. I find it interesting that they’re a Canadian company running clinics entirely in the US. They claim profits are much easier to attain with US clinics as they don’t need to share revenue with the physicians. The doctors are only paid a salary.
Read Answer Asked by Laxmyharan on December 03, 2020
Q: Hi there
When you took ENGH out of model portfolio I bought OTEX which has outperformed it by quite a bit in the last 3 years. I still really like ENGH too and it has come off quite a bit lately. I am wondering looking out another 3 years which you would prefer, in terms of current valuation and prospects, if you could just buy one of these stocks. And your rationale.

Much thanks

Stuart
Read Answer Asked by Stuart on December 03, 2020
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