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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: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
Read Answer Asked by Lai Kuen on May 21, 2019
Q: I bought qcom just after the settlement. @80.
How badly affected will it be with the huawai
Affair. Would u buy on this dip or perhaps consider selling. I am not sure how badly the revenue and earnings will be affected. Do u think this will disappear if trump & China come to an agreement or is 5G and the players going to be ongoing even with tariff wars stop..thank u for your insight.

Read Answer Asked by Maureen on May 21, 2019
Q: Hello team,

Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.

I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.

Thank you very much indeed for being the referee here.
Read Answer Asked by Saeed on May 21, 2019
Q: Your answer Byl is not need to own stock, would you please recommend one in Canada and one in US for 5g exposure that will have good growth potential, thanks
Read Answer Asked by Hue on May 17, 2019
Q: Hi team,

It’s been a while since a question on PYPL. I have held SQ for a long time, but I am starting to warm up to PYPL’s outlook. I have read a number of positive comments on PYPL’s Venmo app, that competes directly with SQ’s payment app. Venmo seems to be growing nicely and closing the gap behind SQ in monthly transactions in a very competitive payments space. PYPL seems to have better momentum as well. SQ has always been one of your favourites and mine as well but to me PYPL looks attractive here. I am thinking about shifting some SQ funds to PYPL. It would help tone down my beta as well. What is your outlook these days for PYPL in comparison to SQ?

Thanks again.
Dave
Read Answer Asked by Dave on May 17, 2019
Q: Hi team,
I have held NVDA for a while and getting a bit inpatient . the chart does not look good. Has it lost momentum? Do you till like it?
Thanks!
Read Answer Asked by Issaku on May 17, 2019
Q: Would appreciate your assessment of the merits of continuing to hold half-positions in BOX, NVDA, SQ, and SPOT, in search of above-average returns going forward and comfortable with risk. If you were on the sidelines, would you initiate new positions in any of the holdings, or alternatively are there merits in reducing any of these positions today in favour of more attractive risk/return opportunities in the US technology space (and if so, which tech opportunities have captured your recent favour)? Thanks for excellent services rendered.
Read Answer Asked by Michael on May 15, 2019
Q: I have a position with NVDA and are doing well, but lately it is down quite a bit, but I am still well ahead.
Would you sell or hold this stock
Read Answer Asked by Ernest on May 15, 2019
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