Investment Q&A

Q: Would you start a position at these levels?
I know they recalled the Lotus Aortic valve but it doesn’t represent a significant earnings miss at all.
I know you like MDT over BSX and JNJ &SYK are also great company’s that you may want to think about in this equation if we wanted to buy 2 of them in the Medical device space.
Thank you,
Nick

Q: What are the Chinese companies that Trump has prohibited Americans from owning. Do you think Biden will reverse this decision? Will this affect Chinese etf's such as Kweb and other popular stocks? Thanks for your insight.

Q: What is your opinion on Mag Silver's recent earnings? Would you consider it a buy at this time? How much of silvers annual production is consumed for industrial usage and how much is purchase by investors. Is there a trend one way or the other? Thanks so much for your help.

Q: With a takeover offer on the table, and some large share holders against the deal at the current price, do you think its likely that a) the pot gets sweetened, or b) the deal falls apart......or c) they except, but that's a boring option :-)

Thanks as always

Dave

Q: I'm looking at buying either SWKS or MRVL. I would appreciate any comments, guidance.

Thanks Valter

Q: Please provide your views on the outlook for this company and whether or not it is worth holding. Thanks.

Q: I need to get access to a data base such as Compustat in order to back test an investment thesis. I have been able to get data (EBITDA, Revenue from operations, Good Will, Total Assets) for 2018 and 2019. I would like to access data back to 1998 for all NYSE and NASDAQ companies.
Results for 2019 are 57.37% and 2020 YTD22.46 %.
Happy to discuss system with you if you are interested.
Any suggestions on accessing a database?

Q: Hi guys, can you provide an update on CIA, too late to buy? Meredith

Q: Hello 5i,
These questions are in response to your answer to Paul's question a bit earlier today. I, too, received shares of Viatris representing a fraction of a percent of our total equity portfolio. Under normal circumstances you tend to recommend not holding less than a 1% position. Also, I was unaware that VTRS would consider initiating a dividend. As an Income-focussed investor, that is interesting to me.
Rightly or wrongly, I tend to think of these shares as being "free" in a sense, so I am open to a variety of actions.
Now to the questions:
1. Given the foregoing, would 1% be reasonable to you? Your comment referenced "to a point", but that is not a metric that helps make an informed decision. Given the heavy debt load, what would you anticipate that "point" being for the average investor?
2. Given the heavy debt load, is it reasonable to expect VTRS to proceed with initiating a dividend this early? Might they not want to reduce debt first?
3. Would you recommend just holding on to the existing shares for a while to see how things play out before adding or selling?
Many thanks as always for your patience and stellar service - it is very much appreciated!!
Cheers,
Mike

Q: What is your current thoughts on AHC (Apollo Healthcare previously known as Acasta Enterprise)? This stock is up over 400% since August. The last question was in February 2019 after it completed debt to equity conversion. Per its last quarterly financial statements (Sep 30, 2020), they have retired their long term debt ($31M). Revenue was $90.1M. Earnings last quarter was .38c. Current P/E is 5.49. In the M&A, Mgmt indicated the current year increased profitability due to its demand for cleanser and sanitizer products. Do you think this growth sustainable post COVID?

Q: Are you familiar with this company? The company operates in the laboratory testing segment, supplying testing services to hospitals ,oncologists ,etc. please comment
Thankyou
Cal

Q: Hi there. After listening to the cc and investor say as well as the Q&A here, it would seem that a major growth area for REAL to land a tier one bank in the US and once done leverage the refi platform to go for originations in T&C. My question is, would the completion of an agreement with said bank(S) be considered material or would it only be communicated in quarterly financials?

Q: Can you please give your opinion on the below Options ratio?
Is that means bullish or bearish for stocks

https://www.alphaquery.com/stock/TSLA/volatility-option-statistics/120-day/put-call-ratio-oi

Thanks for the great service
Hector

Q: Hello:
This is a BIG picture question.
I read that a Great Reset is being engineered and apparently discussed at the World Economic Forum.
Is this one of the useless conspiracy theories or it it real?
These Trillions of dollars of debt cannot be wound down in a meaningful fashion and hence the reset?

Q: You may or may not know the answer but i am hoping to transfer some of my stocks to my grandkids at some point before i die. (i might as watch them enjoy it while i can). is there a most efficient way to transfer stocks between two individuals? i was under the impression they had to be sold to transfer the funds but i have seen several posts about 'inheriting' shares. i assumed that most of the 'inheriting' was coming from registered retirement accounts or RIFS.

Can you point me to a resource?

Q: Can you give me your opinion on ITP - Thanks

Q: Hi
We are considering tax loss selling ENB -- we've only lost about 8% on ENB. This is because of the trend towards renewables. We don't rely on the dividend, although it is quite good at over 10%. You said ENB plans to continue to increase the dividend going forward. But if the stock price doesn't rise as a result of policies of the new US Administration, or if it goes down, would that cause ENB to reconsider their high dividend? What would cause ENB to adjust the dividend? It is a nice buffer to a drop in share price.

We are also interested get concerned and and replacing it with SEDG. You mentioned on 3 Nov that you "would consider it a 'slow' buy with a partial position into the decline. The shareholder base may churn a bit on these results and it might stay week for a month or so." Do you still hold to this view?
Given the renewables trend, we are considering moving from ENB to SEDG.
Thanks once again for your very useful advice.

Q: Hi Peter and team,
What would be your top 5 US and Canadian top picks with promising growth potential.

Q: Tis the season.....

I have a 1/2 position in TOY at $40 (RRSP). Worth buying the other half?

Thanks

Dave

Q: Good morning, could you please rank these 10 small caps that the team has mentioned recently in terms of both opportunity (highest to lowest) and risk (Lowest to highest). I am unfamiliar with DCM but from your comments, and the extremely low PE, I am assuming they owe a few bucks? Could you shed some light on the company? Thx as always for tremendous guidance.