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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: Based on Moez's comments this morning, what are 3 Canadian and 3 US names you would be keen to add to on this sell-off now and/or if it extends lower?
Read Answer Asked by CAMERON on October 12, 2018
Q: SHOP and SQ seem to have a lot of features in common wrt their digital commerce platforms.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Read Answer Asked by James on October 12, 2018
Q: Hi team,
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
Read Answer Asked by Dave on October 11, 2018
Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?

AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN

Thanks for your thoughts.
Read Answer Asked by Brian on October 11, 2018
Q: I'm fortunate enough to have 30 percent sitting in cash during this bout of volatility. Can I please have your top 5 picks for both the US and Canada.

Thanks

Dave
Read Answer Asked by David on October 09, 2018
Q: A recent Globe & Mail article listed a few examples of medical technology stocks. One could add others - ISRG. Could you comment on this sub-sector and recommend your top 2 or 3 Cdn and US stocks for long-term, and what is it about these that stands out in terms of unique contribution to healthcare and reduced healthcare costs.
Read Answer Asked by sam on October 09, 2018
Q: It appears US tech stocks are falling out of favour recently. Do you see this continuing? If so, what sector do you suggest and if you could suggest a couple stocks. Thanks
Read Answer Asked by Bruce on October 09, 2018
Q: do you like this stock or is it just a hyped stock
Read Answer Asked by cliff on October 09, 2018
Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria
Read Answer Asked by Anna on October 09, 2018
Q: Do you notice any short sellers attack on shopify recently? The price drop percentage on this counter is much higher than many other tech stocks in the last few days including some high valuation stocks. Any concerns that we are missing ? What is the expected third quarter EPS an EBITDA ? Thanks for your advice.
Read Answer Asked by Sriram on October 09, 2018
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