Investment Q&A

Q: who are the major competitors to FTNT?. what percent of FTNT revenue is recurring? how are FTNTs revenue divided worldwide? what is the degree of insider ownership? thanks Richard

Q: Two questions about the Veralto (VLTO) spinoff from Danaher (DHR) (I acquired 125sh as a result of owning 375 shares of DHR), in a taxable account:

1. Would you add to this VLTO position? (In general, per my previous experience, spinoffs are usually attractively priced in the first months following their creation, due to numerous shareholders disposing of relatively small numbers of shares received). Plus, I initially purchased DHR several years ago in large part due to its “water business” (now spun off as VLTO), and so am keen to continue to invest in this sector.
2. Do you know how a Canadian shareholder would account for these shares (in a taxable account)? It looks like my brokerage account has valued the spinoff at US$9631.25, and has not changed (at least, not yet) the book value of the DHR shares (US$113,231). In other words, would the spinoff just be considered as a one-time foreign income event (US$9631.25 or ~CAD$13,200, at ~1.37 exchange rate); sort of like a special foreign dividend, but without any withholding tax applied, with the cost basis for DHR unchanged (US$113,231) and US$9631.25 as the cost base for the acquired VLTO shares (with me paying tax on ~CAD13,200 of foreign income)? Or should this event be considered non-taxable, with the pre-spinoff cost basis of the DHR shares split proportionately between the two entities, DHR and VLTO (something like US$103,600 for DHR and US$9631.25 for VLTO)?

Ted

Q: Hi Peter and Staff

Have held this for several years up a bit down a bit now it’s down more than a bit . Do you rate this sell , hold or buy

Further would you prefer a long term investment in DXCM or WELL

Thanks for all you do
Dennis

Q: Hi, would you buying ZIP today? What does the future hold for this company. ?
Thanks. Alnoor

Q: Do you think any other suitors will come? If not, should you sell at offer price?

Q: Of the above health care stocks, could you rank from best to worst and indicate a good entry level for the top two. If you happen to have another better suggestion please rate accordingly.

Many thanks

Q: What do you think about taking a new position in Russell 2000 at this time? Dan Niles was on CNBC talking about how the index may outperform some of the big tech names. I am also considering a position in SPY and/or the QQQ. I tend to buy and sell stocks too quickly and my thought was to buy an index fund with a view to holding longer term so that I don't have to worry about individual names. Thank you,

Jason

Q: I doubt that a significant percentage of us will go on weight loss drugs and stop eating at McDonalds. More likely more of us will dine there to save some cost as things tighten. The stock is down and pays a nice dividend. Is it a buy in your opinion at this level for a 3 year hold or do you recommend averaging in gradually? Or would you avoid it altogether for some reason? Thank you.

Q: RDNT Is this company profitable? Do you see it as a buy, hold, or sell.

Q: at this moment, smci is up 27. at 317, i sold some of a very large position.
do you still like and why the big move today
dave

Q: Someone told me rumors about Microsoft planning to announce they are making semiconductor chips soon, and would cause the price of Nvda to drop. How reliable are those rumors and should I act on them? How do you see Nvda compared to google or Microsoft or apple, in terms of risk and long term potential?

Q: I have funds to put towards an aggressive attempt at obtaining an average 20% annual return over the next 3-5 years (own CSU, NVDA, GOOG, BN and few others with such potential). Not looking for a detailed analyses or commentary, but do any of these choices seem to be unlikely candidates for the desired outcome - ADBE, INTU, WIRE/ATK combo, HEI/TDG combo, ZTS, BX, LVMUY?

Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks

Q: Could i get your opinion on PEP?...seems to be struggling a bit lately.
Thanks Ron

Q: For industrials, currently hold TFII, ATS, TRI. In that order of weighting. Also have WSP, NVEE, AXON on my watchlist.

I'm happy just sticking with 3, but 5-6 is great if they may improve my performance or diversification (if the new companies are similar quality).

If it was you, would you add more to the 3 holdings, or add one of the others? How would you rank the 6 names as far as quality and resiliance of the companies go?

Q: I hold KO in an RRSP as a defensive stock as well as collecting the $US dividend. The defensive aspect has taken a hit lately, and I am looking at this as a buy opportunity. I would appreciate it if you could provide your assessment as to why the steady decline in share price of late and your thoughts on adding to this stock.

Q: Hi 5i
AMD had a large increase in shares trading hands ,29M, and price movement which looks like it started at around 10 am....any news or other catalysts on your radar what might be happening to prompt action....something related to jobs report maybe?

What price point would you consider attractive/possible under current conditions etc

thx

Q: There is a ( very) new ETF, coming out from Horizon with ticker QQCL being a covered call Nasdaq 100 with anticipated yield of 14.10 %.
This seems to be attractive for my TFSA for higher growth (with volatility which I can handle), along with a high yield.

I have bought several of these products, HTA, HHL, UMAX for both my registered and non registered accounts. They seem “ too good to be true “ and am wondering if that’s true. I have seen many of these enhanced products ( remember flow through shares ?) and hope these do not repeat.
Your thoughts on QQCL and on these ETF’s in general would be appreciated.
Thanks. Derek

Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.

Q: How would you rank these and why?
thanks!