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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: General market question. Jim Cramer is suggesting that while Coronavirus persists as potential disruptor that can't be quantified, more subjectively valued stocks like those in the cloud - say TTD, AYX etc - or those like Tesla will see gains as people buy on growth and momentum. His belief is that these stocks are being bought based on growth alone whereas the market would hold more traditional companies like Cisco, Caterpillar or Home Depot to account based on potential impact of the virus disrupting sales.

My question is whether you agree with his thesis that the cloud stocks will continue to do well as Corona uncertainty lingers or if they stand to fall the most if worst case fears are realized.

As a follow up, if one were to keep only one of Home Depot, TTD or Cisco in current times, which would you hold?
Read Answer Asked by Tim on February 14, 2020
Q: Hi. Currently UTX is about 3.2% of my portfolio and I am considering bumping it up to 4.5% as part of a portfolio restricting exercise. The question is, should I do it now or wait until it splits into three separate companies. I usually try to keep my portfolio at 20 stocks and this split doesn't help with that goal, but I have read that stocks which split tend to do well post-split. I would greatly appreciate your views. thanks, J
Read Answer Asked by John on February 14, 2020
Q: I have a 4.5-5% weighting in all of these and they represent my tech holdings. Any need in your opinion to sell any of them in light of world news? Might LSPD as an example feel the impact of fewer restaurant goers? Would you sell any of these based on fundamentals to replace with something you prefer more?
Read Answer Asked by Tim on February 14, 2020
Q: perpetual preferred shares - I am trying to understand the risks in purchasing perpetual preferreds as part of my fixed income allocation. i am going into retirement so steady income is more important to me than the day to day fluctuations in the face value of these. I understand the risks with rate reset but wondering what i am missing with Perpetuals. I hold a number of them in my US investment account and they have generally been significantly less volatile than the market in general and continue to pay me a nice steady stream of income. Am i missing something here!
Read Answer Asked by kelly on February 14, 2020
Q: We own DSG in a non-registered account.
We own ENGH in an RRSP account.
(Both are relatively equally in weight.)
We'd like to sell one of these, and subsequently rebalance the overall portfolio by adding a Consumer Cyclical in the corresponding account. With a long term view in mind, risk is not a consideration.

Q1: Which of these would you currently recommend to sell?
Q2: What would you consider your top 3 Consumer Staples to purchase?

Thanks in advance.
Read Answer Asked by Stan on February 14, 2020
Q: Your comments on their results. Is there a stock split? Thank you
Read Answer Asked by Margot on February 14, 2020
Q: I have held these stocks for a few years and am underwater in all of them.
They all pay a small dividend.Should I take my lumps and move on .
Take whatever credits required.
Chester
Read Answer Asked by Chester on February 14, 2020
Q: The purchase of Sprint by T-Mobile was approved. The stock is at a new high on the news. Would this be a good time to buy? Can you please advise if analysts’ target revisions support the current price, are earnings expected to accelerate or have there been earnings suprises recently? Grateful if you would also advise on free cashflow, debt, and whether it is expecting a lot of growth from 5G. Thanks again for your valued views and insights.
Read Answer Asked by TOM on February 14, 2020
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