Investment Q&A

Q: Is there an ETF would would recommend for global shoreline protection? I'm looking for something that's specifically focused on this type of activity, rather than something that's a basket of large engineering construction companies?

Q: INMD looks cheap at this price. What am I missing? Why is it being hit harder than the markets?

Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!

Q: In one of your responses you stated "But, there are good signs, such as 20% of biotech companies in the US now trading below cash levels". If this is net cash (i.e. after debt), wouldn't these be great buying opportunities, assuming the companies are solid. They would eventually trade at their cash position (at minimum, I would have to believe). If my thesis is correct, can you name a few of these companies. I think this may be pretty much a sure thing?

Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan

Q: Can you please comment on earnings for UPST, the 50% down day, and whether you still view it as a Risky but potent buy notwithstanding market backdrop.

Q: These two companies are incredibly innovative and have developed the vaccines that save us all. They are very profitable with Moderna selling at a PE of 5 and BioNtech at a PE of 3.2. Yet they continue to go down. They also have quite a few medicines in their pipelines. I have 65 shares of MRNA in my TFSA. Your thoughts?

Q: Hello 5i,
Could I have your assessment of SNEX recent results and comments on the company in general please?
Thank you
Dave

Q: Please comment on Mgni's Q1 results released on May 4,& guidance. Apparently Rev & Eps beat estimates. On May 5 it closed at $10.94 + 0.32 despite great Bear attack on the markets.On may 6 dropped $1.07 to $9.87.Any reasons. Txs for u usual great services & views.May have asked similiar Q earlier

Q: What is the 1Q revenue and earnings estimates for Dutch Bros reporting on May 11, 2022?

Q: Vanguard Small-Cap ETF (VB) Would this ETF be worth including in a portfolio?

Thank you.

Q: Again I don't have time to look at the quarterly results myself. Were they that bad for stock to take sure a tumble? I only have a small position. Should I hang on or even double down?

Q: I am down about 30% with Keysight. I am thinking of selling it to harvest the loss and purchasing Qualcomm in place.

QCOM is much bigger and has a noticeably lower P/E (14.87 v. 27.10) somewhat better Price to Cash Flow (17.9 v. 21.3);

But QCOM has a higher P/B (12.18 v. 6.87) and while not worrisome, a noticeably higher Debt / Equity ratio( 1.8 v. 0.53).

Which matrix would you use to evaluate these 2 companies?

Which of the 2 do you see having a better prospect going forward?

Thank you for your excellent service.

Q: With Workday's stock falling below $200 PS in the last day, would you recommend this would be a good buy?

Q: The above stocks have declined significantly from 2021 highs. I would like to make 2 or 3 purchases from this list. Please remove any you think are unlikely to resume upwards momentum over next 12 months and show the rest in a priority list for purchase consideration from highest priority to lowest for growth or growth/dividend return. Many thanks. Jane Norton

Q: I know you don't have a crystal ball, but one analyst yesterday says sell SHOP with a US$400 target and a two year runway to better days and another today gives them a US$1000 target with this being a short blip.

In a non-reg account, would you sell for the loss? What would be your 30 day replacement? What would you suggest in a registered account?

Thanks.

Q: Please comment on earnings. Would you hang on ?

Q: Recent Reporting has been somewhat surprising. Would u consider holding here or use the money for something more stable, and if so what would your suggestions be and why….thank you.

Q: What are your thoughts on US bank prices. Specifictly Citigroup it seems very cheap at . .6 times book value. If it wasn't for the war at what price would you see the US banks today. lower, higher or much higher than todays prices. My average price is 55 dollars. Sell hold or buy today.
Thanks for the great advise
Hubert

Q: Hi,
I'm currently holding all of these at a loss, mostly in RSP's - so the loss, if taken, won't be helpful tax wise. I'm aware you are still recommending GSY, but assume that is because at this point it is a reasonably buy. It has been a particular disappointment for me, as I purchased near the recent highs, so I wonder if the remaining capital I have might be better in the energy sector, as I do hold other financials. SNAP and SBUX are looking a bit more like they will take a very long time to show positive momentum - would you agree? Or do you feel it is worth holding onto all of these? I don't need the cash, I'm just wondering if it would be more prudent to stop the day by day reduction in principal, in particular when there are options such as ENB that pay a sizeable dividend in a more positive sector.
Many thanks for your thoughts, as they are always appreciated.
Dawn